UPWARD, an AI agent for field sales, will exhibit at “FIT Osaka 2026,” a comprehensive trade show for regional financial institutions

UPWARD Co., Ltd. (Headquarters: Chiyoda-ku, Tokyo; Representative Director and CEO: Ryusuke Kaneki; hereinafter “UPWARD”) will be exhibiting at “FIT Osaka 2026” (organized by Japan Financial News Co., Ltd.; free admission), to be held at Grand Front Osaka from Thursday, September 3, 2026, through Friday, September 4, 2026.

This event is an exhibition for regional financial institutions organized by Nippon Financial News (Nikkun), the organizer of “FIT (Financial Information Technology),” Japan’s largest financial IT fair.
At the UPWARD booth, we will introduce a system that leverages “UPWARD,” an AI agent specialized for field sales, to achieve fundamental reforms in client relationship management, as well as case studies of its implementation at financial institutions such as Shizuoka Bank and Yamaguchi Financial Group.

Testimonials from Financial Institutions Using “UPWARD”

Mr. Shin Nagamine, Head of the Digital Business Innovation Office, General Planning Department, Ryukyu Bank, Ltd.
With the introduction of “UPWARD,” sales representatives can now grasp customers’ locations and transaction histories at a glance, enabling them to optimize visit plans and set efficient routes.

Yamaguchi Financial Group Co., Ltd. digital transformationMr. Takenori Yamane, General Manager, Strategy Department
By utilizing “UPWARD,” we are streamlining visit activities in field sales operations and fostering an environment where sales representatives can devote more time to engaging with customers and identifying challenges.

Mr. Masaaki Mochida, General Manager, Business Planning Department, San-in Godo Bank, Ltd.
By utilizing “UPWARD,” it becomes possible to quickly and accurately create meeting summaries logregardless of a sales representative’s level of experience in corporate sales. Furthermore, we believe that visualizing this accumulated data in our CRM system will lead to greater efficiency in both sales activities and employee development.

*In order of introduction. Comments and job titles are excerpted from our press release.

"UPWARD," an AI Agent Specialized in Field Sales

"UPWARD" is an AI agent that combines proprietary presence detection technology with AI to digitize all field-based business development activities—primarily those involving external visits—and transform them into corporate assets. Simply by conducting business development activities while carrying a smartphone, on-site behavioral data—including "when, where, with whom, and what was discussed"—is automatically and comprehensively log.
The actual details of field activities—which were previously difficult for managers to track—can now be accumulated as accurate and comprehensive corporate assets. Using this raw field data, companies can achieve high-precision implementation and sharing of specific sales know-how, as well as strategic and highly responsive business decisions.

Overview of Key Features

• AI Map: Displays customer information on the appmap using color and size to visualize visit priorities
• AI Check-In: Automatically detects your stay at a location and automatically enters the time and place
• AI Business Card Scanning / AI Image Scanning: Simply take a photo of business cards or various documents to register the text information in your CRM
• AI Meeting Minutes: Records and summarizes the content of in-person conversations to automatically generate activity reports. It can also be used for compliance purposes, such as verifying specific phrasing used during conversations.
• AI Scheduler: Automatically creates visit schedules based on collected field data, taking into account the optimal timing for visiting clients
• AI Call Analysis (Rolling Out Gradually): Supports both outbound and inbound calls, records and summarizes call content, and logs it in the CRM

"Field Sales 360": A Support System for Achieving Early Results

“Field Sales 360” is a comprehensive support system that combines an AI agent specialized for field sales with a co-working support service to transform on-site data into tangible results.
It uses AI to automatically capture and structure “primary information” (such as conversation content and activity history) from client engagement activities, storing it as high-quality data in the CRM as a corporate asset.Based on the collected data, a specialized team with deep knowledge of industry characteristics builds a data-driven sales process that is not reliant on individual judgment. Going beyond the mere implementation of a tool, we provide one-stop support—from ensuring adoption in the field to generating results—to help our clients achieve fundamental sales transformation (AX: AI Transformation).

"FIT Osaka 2026" Event Overview

"FIT Osaka" is an exhibition for regional financial institutions organized by Nippon Financial News Agency (Nikkun), the organizer of "FIT (Financial Information Technology)," Japan's largest financial IT fair. The event features special programs unique to Osaka and aims to serve as a bridge between financial institutions and IT vendors.
Source: https://fit-osaka.nikkin.co.jp/

Event Dates: September 3 (Thu) – 4 (Fri), 2026, 10:00 a.m. – 5:30 p.m. (same hours both days)
Venue: Grand Front Osaka, Knowledge Capital, Congre Convention Center (Directly connected to the North Exit of JR Osaka Station)
Admission: Free admission for employees of financial institutions (including securities firms, insurance companies, and non-bank financial institutions) and their affiliated companies
Official Website:https://fit-osaka.nikkin.co.jp/