(Location: Chiyoda-ku, Tokyo; CEO: Ryusuke Kaneki; hereinafter "UPWARD") will be speaking at the "FIT Webinar" on Wednesday, December 17, 2025 (hosted by Japan Financial News Inc., free of charge) on the theme of "Sales DX for People-oriented Business" for regional financial institutions. The theme of the lecture will be "Sales DX that Enlivens People" for regional financial institutions.
In this seminar, we will introduce the latest sales DX method that almost automates "planning, recording, and data utilization" of liaison activities, such as automatic summary of conversations by AI, one-tap registration to CRM, and map display that shows priority destinations at a glance, to address inevitable issues such as "burden of activity reporting," "missing trails," and "delay in information sharing" in the busy liaison field, and explain how to maximize face-to-face value with customers while reducing the burden on the field. The latest sales DX methods that almost automate the "planning, recording, and data utilization" of external relations activities will be introduced, explaining how to maximize the value of face-to-face interactions with customers while reducing the workload on the frontline.
The latest use cases of Sales DX at regional financial institutions
・How to reduce the burden of registering daily reports to CRM using AI
Title: [For Regional Financial Institutions] What is Sales DX where people are active? ~ AI Liaison Activity Record and its Future~
Organizer: Japan Financial News Inc.
Date & Time: Wednesday, December 17, 2025 15:00-15:40
Location & Format: Online (with later delivery)
Participation Fee: Free (limited to the first 50 participants)
Registration: Please register at the following URL
https://fit .nikkin.co.jp/event/detail/fweb2512
UPWARD Corporation
Director, Enterprise Sales Department
Masayoshi Kawamura
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. The service is being used as a next-generation sales DX platform by approximately 450 companies, including Shizuoka Bank, Yamaguchi Financial Group, and Bank of the Ryukyus, and other major companies that use face-to-face contact with customers as their primary sales channel.
Service website: https://upward.jp/
" UPWARD" introduction materials: https://upward.jp/downloads/allservicematerials/
Guided by its purpose to “unlock the creativity of field workers and accelerate the growth of businesses and society,” UPWARD, Inc. provides AX services specifically designed to address the challenges faced by field workers who visit client sites and create value through in-person interactions with customers. By leveraging technology to create an environment where workers can perform their duties using just a mobile device, the company aims to build a world where people can thrive regardless of their location or circumstances.
UPWARD Co., Ltd. Corporate 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.
