Winning in high-stakes financial markets

SBI Securities, a pioneer in digital trading, focuses on high-quality investment information and attractive products with a secure, hassle-free trading experience. After implementing the Genesys Cloud™ platform to help handle its nearly 10,000 daily inquiries, customers spend less time queuing; operators can manage multiple clients calls and trades with ease concurrently; and supervisors work 90% more efficiently. The financial services firm has also realized savings equivalent to 30 to 40 FTEs.

30–40 FTE

financial saving equivalent

90% increase

in supervisor efficiency

Reductions in

hold time and handle time

First choice for Japanese investors

SBI Securities, a pioneer in digital trading, became the first Japanese securities company to surpass 13 million accounts in 2024. The financial services firm enjoys a leadership position founded on high-quality investment information, real-time tools and attractive products enjoyed by clients as a secure, hassle-free trading experience.

Keeping everything on track are 500 contact center operators in the Customer Success Promotion Department. Unfortunately, rapid business growth exposed the limitations of the company’s traditional on-premises systems and made operations increasingly difficult.

“Our customer base had more than doubled year-on-year,” said Yuji Kawata, Customer Success Promotion Department General Manager at SBI Securities. “We tried adding IVR self-service options and hiring extra staff, but our operators still struggled to deal with large call volumes using our old technology. And we had to rely on an external support for system changes, which could take several months to complete.”

“Genesys is very intuitive and can be understood in Japanese at a glance, making life much easier for our staff. That’s reflected in our…reduced wait and call times.”

Yuji kawata, sbi securities

Yuji Kawata

Customer Success Promotion Department General Manager, SBI Securities

Intense high-pressure environment

SBI Securities scouted the market for a partner with a proven track record in contact center transformation for large operations.

Atop the list of business requirements was scalability, eliminating the risk of ever missing or losing a potential trade due to the phone system reaching capacity. Another was ease of use and ensuring operators were empowered to manage multiple calls, clients and trades concurrently while staying calm under pressure. Planning for innovation and digital capabilities were also key considerations. The Genesys Cloud platform scored highest in all these categories.

Today, the platform enables SBI Securities to handle about 10,000 daily inquiries with consummate ease.

“Our old system operated in English and was difficult to use,” said Kawata. “Genesys is very intuitive and can be understood in Japanese at a glance, making life much easier for our staff. That’s reflected in our reports, which show reduced wait and call times — meaning customers spend less time queuing and being served.”

Additionally, with the previous customer experience (CX) solution, supervisors would have to save call recordings in different places, listen to the audio and score each interaction. Now, they have all the tools and data they need in one place, considerably reducing time and effort.

“Our supervisors work more efficiently and spend 90% less time completing quality management tasks and operator performance evaluations,” added Kawata.

“Telephony infrastructure was a huge cost, which we’ve been able to reduce significantly. The financial saving is equivalent to 30 to 40 new hires.”

Yuji kawata, sbi securities

Yuji Kawata

Customer Success Promotion Department Director, SBI Securities

Firmly in control

Crucially, by transforming business agility, Genesys Cloud enables SBI Securities to continue to grow without compromising customer experience or financial performance.

Previously, setting up a new contact center involved long lead times and significant costs. Not anymore.

“Telephony infrastructure was a huge cost, which we’ve been able to reduce significantly,” said Katawa. “The financial saving is equivalent to 30 to 40 new hires — money that can be used to pay for more people, employee benefits or customer satisfaction improvements.”

To keep pace with CX and digital innovation, the firm has introduced customer success managers. They meet regularly with major clients to discuss future service enhancements, confident in the knowledge they will be fully supported by Genesys digital and AI capabilities, plus weekly new feature releases.

To learn more about the solutions featured in this case study, visit www.genesys.com.