(Location: Chiyoda-ku, Tokyo; CEO: Ryusuke Kaneki; hereinafter "UPWARD") will hold a free in-person seminar on the theme of Sales DX required for regional banks and other regional financial institutions at the FIT2025 (Financial International Information Technology Exhibition) to be held on October 10, 2025 at the Tokyo International Forum, featuring The Bank of the Ryukyus (Location: Naha City, Okinawa Prefecture; President & CEO: (Location: Naha City, Okinawa Prefecture; President: Takeshi Shimabukuro; hereinafter referred to as "The Bank of the Ryukyus") will be invited as a guest speaker to hold a free discussion seminar on the theme of Sales DX necessary for regional banks and other regional financial institutions. From the first step of Sales DX in regional finance to "Liaison activities in the age of AI" will be specially disclosed at this seminar.
Details and application: https://fit.nikkin.co.jp/seminar/1/6712
In addition, from Thursday, October 9 to Friday, October 10, we will have a booth at the same venue to introduce the latest functions of UPWARD, a mobile AI agent that realizes next-generation external relations activities. The latest features include "AI Schedule," which enables AI to plan optimal visits, "AI Check-in," which automatically registers time spent in the office, "AI Business Card Scan," which automatically analyzes business cards photographed, and "AI Speech," which automatically summarizes conversations and enters them into a daily activity report. The presentation will include specific case studies of productivity improvements brought about by cutting-edge technologies.
Title: [Bank of the Ryukyus Speaker] The Future of Regional Finance Pioneered by Mobile AI Agents -Automation of Customer Contact Records by AI and Automated Recommendation of Optimal Destinations for Visits - The Forefront of Sales Tech
Regional financial institutions increasingly need to conduct efficient external relations activities with limited staff, against a backdrop of a shrinking population and low interest rates. However, inefficient visits, delays in information sharing, and other issues hindering productivity remain in the field. These issues also have a negative impact on the relationship of trust with customers. In this seminar, the Bank of the Ryukyus will introduce the background and initiatives behind its Sales DX challenge, exclusively for "FIT2025.
・Challenges faced by Bank of the Ryukyus in DX and how to overcome them
・Changes in the field due to DX, the real situation
・Reform of external relations activities by AI and future prospects
Date: Friday, October 10, 2025, 10:30 - 11:10
Venue: Room G402, Glass Building 4F, Tokyo International Forum
Fee: Free (first 78 registrants)
How to attend: Please register at the following URL
https://fit.nikkin.co.jp/ seminar/1/6712
The Bank of the Ryukyus, Ltd.
General Manager, Digital Business Innovation Office, Corporate Planning Department
Mr. Shin Nagamine
The Bank of the Ryukyus, Ltd.
Sales Management Department, Sales Planning Section, Senior Manager
Ms. Shiho Asa
UPWARD Corporation
General Manager, Enterprise Sales Department, Sales Division
Masayoshi Kawamura
FIT (Financial Information Technology) is Japan's largest IT fair for financial institutions and was established in 2000 and is sponsored by Nikkin (Nippon Keizai Tsushinsha), a comprehensive financial newspaper. Over the past 23 fairs, more than 330,000 financial institutions and people related to financial institutions have visited the fair to conduct business and exchange information with exhibitors. It has earned a high reputation as the only exhibition that is relevant to financial practice and practice.
Source: https://www.nikkin.co.jp/fit.html
Date & Time: Thursday, October 9 - Friday, October 10, 2025 10:00 - 18:00 (same for both days)
Location: Tokyo International Forum
Admission: Free admission for financial institutions (including securities, insurance, non-banks, etc.) and their affiliates
Official HP: https://fit-tokyo.nikkin. co.jp/
The presentation will introduce each function of "Mobile CRM," which highly integrates AI and location information technology to support outside sales and liaison activities, with demonstrations and materials.
AI Schedule
Automatically creates a visit plan with the best timing for customers to be visited.
AI Check-in
Automates the record of your stay at the place you are visiting. Easily create daily reports on the spot and automatically input them into CRM.
AI Business Card Scanning
Automatically inputs business card data into CRM by linking them to business partners.
AI Speech
Automatically inputs a summary of face-to-face customer conversation records into CRM.
UPWARD is an AI-based sales support service specialized for outbound and inbound sales. It provides automatic recording of customer contact points using its patented "advanced geo-fencing technology" and various AI functions specialized for outbound sales. UPWARD is being used as a next-generation sales DX platform by more than 400 companies, including Shizuoka Bank, Bank of the Ryukyus, and other major companies that use face-to-face contact with customers as their main sales channel.
UPWARD" introduction material: https://upward.jp/downloads/allservicematerials/
UPWARD CO., LTD. PROVIDES DX SERVICES SPECIALIZED IN SOLVING ISSUES OF FIELD WORKERS WHO VISIT THE FIELD AND CREATE VALUE THROUGH OFFLINE CONTACT WITH CUSTOMERS, BASED ON ITS PURVIEW OF "DRAWING OUT THE CREATIVITY OF FIELD WORKERS AND ACCELERATING THE GROWTH OF COMPANIES AND SOCIETY". BY LEVERAGING TECHNOLOGY TO CREATE AN ENVIRONMENT IN WHICH WORKERS CAN PERFORM THEIR TASKS WITH A SINGLE MOBILE DEVICE, WE AIM TO CREATE A WORLD IN WHICH THEY CAN BE ACTIVE REGARDLESS OF WHERE AND HOW THEY WORK.
PR TEAM, CORPORATE GROUP HEADQUARTERS, UPWARD CO.
All company names mentioned herein are registered trademarks or trademarks of their respective companies.
For more information about UPWARD's services and company information Please feel free to contact us.
