UPWARD, Inc. (Location: Chiyoda-ku, Tokyo; Representative Director and CEO: Takayuki Kaneki; hereinafter referred to as UPWARD) will host a free seminar on 영업 DX essential for regional finance, with 株式会社 Ryukyu Bank (Location: Naha City, Okinawa Prefecture; President: Takeshi Shimabukuro; hereinafter referred to as Ryukyu Bank) as a guest, at the “FIT2025 (Financial Information Technology Exhibition)” venue to be held at the Tokyo International Forum on October 10, 2025 (Friday). This seminar will offer an exclusive look at the first steps of 영업 DX in regional finance and “Field Sales in the AI Era.”
Details and Registration: https://fit.nikkin.co.jp/seminar/1/6712
Additionally, from October 9 (Thursday) to October 10 (Friday), we will have a booth at the same venue to introduce the latest features of our mobile AI agent “UPWARD,” which enables next-generation field sales. We will present concrete examples of how cutting-edge technology improves productivity, including “AI Schedule” which creates optimal visit plans, “AI Check-in” which automatically records dwell time, “AI Business Card Scan” which automatically analyzes scanned business cards, and “AI Speech” which automatically summarizes conversation recordings and inputs them into activity reports.
Title: [Ryukyu Bank登壇] Mobile AI Agent Opens Up the Future of Regional Finance: Automating Customer Touchpoint Recording with AI and Recommending Optimal Visit Destinations for Cutting-Edge Sales Tech
Against the backdrop of a declining population and low interest rates, regional financial institutions are increasingly required to conduct field activities efficiently with limited personnel. However, inefficiencies in visits and delays in information sharing remain challenges in the field, hindering productivity. These issues also negatively impact relationships of trust with customers. In this seminar, Ryukyu Bank will introduce its background and initiatives in tackling 영업 DX, exclusively at “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 a sales support service with AI at its core, specifically designed for field sales and door-to-door 영업. It offers automated recording of customer touchpoints using our proprietary “Advanced Geo-Fencing Technology,” as well as various AI functions tailored for field sales. It has been implemented by over 400 companies, primarily major corporations that use face-to-face interactions as their main sales channel, including Shizuoka Bank and Ryukyu Bank, and is used as a next-generation 영업 DX platform.
“UPWARD” Introduction Materials: 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.
UPWARD, Inc., Corporate Group Headquarters, PR Team
*Company names mentioned in this text are the registered trademarks or trademarks of their respective companies.
Please feel free to inquire about UPWARD's services and company information.We welcome your questions.
