AI case study

Rakuten SecuritiesVirtual customer assistant

Text-only tools overwhelmed novices. Now, a 3D avatar guides first-time investors with synchronized gestures and conversational ease.

Published|5 months ago

The story

Context

An online-only brokerage serving 10 million accounts in Japan faced a rapid influx of novice investors ahead of a major national savings program launch.

Challenge

With no physical branches, the firm struggled to provide the accessible, human-like guidance that beginners need to navigate complex financial...

Solution
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Scope & timeline

  • 2-month development time for AI avatar
  • >90% customer interest in future usage

The company

Rakuten Securities logo

Rakuten Securities

rakuten-sec.co.jp

Online brokerage platform for stocks, investment trusts, and foreign exchange trading.

IndustryFinancial Services
LocationTokyo, Japan
Employees1K-5K
Founded1999

The implementation partner

Deloitte logo

Deloitte

deloitte.com
IndustryProfessional Services
LocationNew York, NY, USA
Employees100K+
Founded1845

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