UPWARD, Inc. (Location: Chuo-ku, Tokyo; CEO: Takatoshi Kaneki; URL: http://upward.jp) jointly presented a seminar with Mr. Suzuki from Salesforce.com, Inc. and Mr. Shibata from UPWARD, Inc. on the theme of "Field Sales Innovation in the Financial Industry" at the FIT (Financial Information Technology) Forum, an IT seminar for financial institutions organized by Japan Financial News Co., Ltd. held on November 28 (Thursday).
11/28 Lecture on the theme of "Field Sales Innovation in the Financial Industry"
The FIT (Financial Information Technology) Forum, an IT seminar for financial institutions organized by Japan Financial News Co., Ltd., was held on November 28 (Thursday) in Otemachi, Chiyoda-ku, Tokyo. Five seminars were held for attendees involved in financial institutions. At our session, Mr. Suzuki from Salesforce.com, Inc. and Mr. Shibata from UPWARD, Inc. jointly took the stage. Mr. Suzuki explained specific examples of business improvements and security aspects being adopted by financial institutions, including the status of compliance with FISC security standards, cumulative security investments of hundreds of millions of yen, an operating rate of 99.9% or higher, and the realization of zero information leakage incidents. Mr. Shibata discussed the dramatic improvement in productivity in field sales using "UPWARD" as a partner solution for the "Financial Ecosystem," emphasizing the strict security measures and the high-level compatibility between solutions and security.
[Speakers]
Salesforce.com, Inc.
Alliance Headquarters, Partner Account Manager, Fumito Suzuki
UPWARD, Inc.
Sales Department, Manager, Naomi Shibata
At our session, we jointly presented with Salesforce.com, Inc. on the theme of "Field Sales Innovation in the Financial Industry," which is realized through visualization of the sales field.
Mr. Suzuki from Salesforce.com, Inc. explained that the company has a track record of being implemented in over 50 financial institutions in Japan, and regarding security, which is the most important theme for financial institutions, he explained the status of compliance with FISC security standards, the cumulative security investment of hundreds of millions of yen, an operating rate of 99.9% or higher, and the realization of zero information leakage incidents. Mr. Shibata from UPWARD, Inc. lectured on the dramatic improvement of productivity in field sales using "UPWARD." He explained that strict security is ensured in the linkage with UPWARD as a partner solution for the "Financial Ecosystem," and that solutions and security are compatible at a high level.
Mr. Suzuki from Salesforce to speak at "FIT Forum"
Following this, Mr. Shibata from our company introduced a method of creating a "winning pattern" that can systematically improve sales capabilities by visualizing the sales field and quantitatively collecting and utilizing real-time information from the field, as well as examples of companies that are strengthening their sales through activity management. He explained that the key point for speedily and reliably implementing activity management is to "prioritize sales activities based on accumulated data," and that by using "UPWARD," which can seamlessly link Salesforce and location information, it is possible to display customer information and visit activity status on a map in real-time, and to easily record information on-site using location information and voice, thereby reducing the burden on the sales field and dramatically improving productivity.
UPWARD LECTURE MATERIALS (EXCERPTS)
In the financial industry, efforts to improve operational efficiency, such as AI (artificial intelligence) and RPA (robotic process automation), are rapidly advancing. Automation is enabling new forms of business and personnel allocation that were previously considered difficult, such as rapid service provision that does not require choosing a time or place. At each seminar of the "FIT Forum," the latest initiatives for business innovation were introduced, focusing on keywords such as automation, telework, electronic contracts, new mobile networks, and sales efficiency, which are challenges faced by many financial institutions.
Event Name: IT Seminar for Financial Institutions FIT Forum "Business Reform and System Upgrading Seminar"
Venue: Tokyo Kaikan LEVEL XXI, Urbannet Otemachi Building, Otemachi, Chiyoda-ku, Tokyo
Date: Thursday, November 28, 2019 10:00 - 16:30
Number of Visitors: Approximately 144
Main Sponsor Host: Japan Financial News Agency (Nikkin)
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
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