Japan Post Bank Introduces AI Agent "UPWARD" to Improve the Quality of Proposals in Its Corporate Business Division

UPWARD, Inc. (Location: Chiyoda-ku, Tokyo; Representative Director and CEO: Ryusuke Kaneki; hereinafter “UPWARD”) is pleased to announce that Japan Post Bank Co., Ltd. (Headquarters: Chiyoda-ku, Tokyo; Director and President: Takayuki Kasama; hereinafter “Japan Post Bank”) has implemented “UPWARD,” an AI agent specialized in field sales.

Japan Post Bank provides financial services to a wide range of customers through its nationwide network. Under its Mid-Term Management Plan (fiscal years 2026–2028), the bank has set one of its visions as “Japan’s leading comprehensive financial platform provider, meeting the diverse needs of our customers and accompanying them throughout their lives,” and continues to grow.

With the implementation of “UPWARD,” we aim to reduce the administrative burden associated with logand enhance the content of log, thereby improving the quality of proposals we provide to clients in the corporate sales division.

Background on the Introduction of “UPWARD”

The Corporate Sales Division at Japan Post Bank places a high priority on creating sales proposals logto deepen customer relationships and improve the quality of its proposals. However, until now, the creation of sales proposals loghas been primarily a manual process. The more time spent creating log, the less time was available to interact with customers, and logthis task had become a burden for frontline staff. Additionally, because the level of detail in the information entered into sales proposals logvaried from representative to representative, there was a need to share more consistent log—including key points and the background behind decision-making.

Therefore, Japan Post Bank is implementing “UPWARD” to reduce the workload associated with logoperations, enhance and standardize the content of log, and improve the quality of proposals based on sales meeting information gathered in the field.

Expected Use Cases for “UPWARD”

• "UPWARD AI Speech," an AI speech analysis tool designed to streamline reporting for in-person sales meetings, uses a smartphone’s location data to detect when you’re at a client’s location and prompts you to record and summarize the conversation. Since both the duration of the visit and the details of the meeting are log, it significantly streamlines the reporting process, freeing up time for client interactions and sales meeting preparation.
  
• Standardizing Report Quality and Ensuring Reliable Information Assetization
  By having AI summarize in-person sales meetings based on rules established by the organization, standardized meeting records log—unbiased by individual sales representatives’ skills or subjective views—are integrated into and stored in the company’s internal systems.
  Accurately sharing on-the-ground sales meeting information—which is essential for sales decision-making—enables a smooth handover when sales representatives change and supports continuous, precise proposals.

Japan Post Bank plans to begin by implementing “UPWARD AI Speech” for sales meetings ( log), and will then gradually expand its efforts to utilize fieldwork support features—such as customer mapping—and to convert the accumulated sales meeting data ( log) into sales results.

"UPWARD AI Speech": Turning Every Bit of Information from Face-to-Face Business Meetings into Assets

"UPWARD AI Speech" is a feature specifically designed for field sales that provides an end-to-end workflow—from recording audio during in-person sales meetings to generating AI summaries and creating activity reports for the CRM. It transforms on-site sales meeting information into structured organizational assets.

• Field-Specific Voice Analysis AI Powered by Patented Technology
  Utilizing proprietary, patented presence detection technology, the system sends a push notification to your smartphone suggesting you start recording as soon as you arrive at your destination. This prevents you from “forgetting to record” and ensures that face-to-face business meetings are reliably captured as data.
  
• By standardizing the quality of reports and turning on-site sales meeting information into organizational assets— since AI summarizes recordings in accordance with industry practices and organizational rules—variations in data entry caused by individual staff members are eliminated, ensuring that customer reactions and insights gained in the field are consistently incorporated into the organization’s assets.
  
• Offline support enables business meetings in any environment
  It also supports business meetings in environments with unstable signal reception, such as building basements or mountainous areas. When out of range (offline), audio data is temporarily stored on the device and automatically uploaded to the cloud and processed for AI summarization as soon as the network connection is restored.

"UPWARD AI Speech" Introduction Video

About Japan Post Bank Co., Ltd.

Company Name: Japan Post Bank Co., Ltd.
Established: September 2006
Representative: Takayuki Kasama, Director and Representative Executive Officer and President
Headquarters: 2-3-1 Otemachi, Chiyoda-ku, Tokyo
Business Activities: Banking