Case Studies: Implementation of
in the Insurance and Financial Services Industries

Regional Bank Sales digital transformation
Visualizing customer information on a map. Transforming a sales organization into a self-motivated, efficiency-driven organization

Sales activities doubled through efficient visits enabled by information sharing Sales digital transformation underpinned record-high sales

Introduced to all 13 domestic sales companies and greatly improved the quality of customer touchpoint. Returning to the roots by regaining the mobility of field sales

Achieved a 40% reduction in "non-sales" man-hours and a 1.5-fold increase in sales activities. Succeeded in reducing overtime by half while maintaining the number of sales.

UPWARD is used for rounders.
Even newly hired staff can quickly move into field work