[Presentation by Yamaguchi FG] “ digital transformation,” Starting from the Front Lines of Sales — Why YMFG Is Partnering with UPWARD —
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Yamaguchi Financial Group × UPWARD: Interview Seminar Available for a Limited Time
The event “ digital transformation: Starting from the Front Lines of Sales—Why YMFG Is Partnering with UPWARD,” held at FIT2026 on Thursday, October 15, 2026, will be available as an archived recording on the official FIT website for a limited time.
Whether you were unable to attend the event or would like to watch it again, please take this opportunity to view the recording.
Streaming Period: Friday, November 6, 2026 – Friday, December 4, 2026 Is a day in the life of a business development representative simply being consumed by routine tasks?
Deciding which clients to visit based on paper lists and memory, and entering meeting notes all at once after returning to the office—the burden of converting activities into data, and
as long as the structure remains where that data isn’t fed back into the next course of action, the front lines will not be ready for operations in the AI era.
In this archive, we present a recording of a seminar featuring a discussion with Mr. Kyohei Nitta of the Strategy Department at Yamaguchi Financial Group digital transformation.
In addition to the new CRM (Salesforce) that went live in March 2026, the group is actively promoting the use of UPWARD as a system to support field sales activities.We spoke with Mr. Nitta about the background behind making sales digital transformationa key management priority, the deciding factors behind the implementation, how map-based visit planning transforms a day in the life of a field sales representative, and the strategies they’ve adopted to ensure continued adoption on the front lines.
We also look ahead to how the accumulated behavioral data will be leveraged for organizational decision-making, talent development, and future AI applications. For everyone involved in field sales and sales promotion digital transformation, we present a front-line perspective on the reality of these efforts. -
Streaming Period
Friday, November 6, 2026 – Friday, December 4, 2026
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Broadcast Overview
Format: Online archived broadcast (FIT official website)
Participation Fee: Free
*Participation is limited to representatives of financial institutions.
*This seminar is an archived broadcast of a session held at FIT2026 on Thursday, October 15, 2026. -
organizing
Japan Financial News Agency
Speaker Information
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Yamaguchi Financial Group, Inc. digital transformation Strategy Department
Kyohei Nitta
Graduated from Doshisha University.
Joined Yamaguchi Bank, Ltd. in 2012. Gained extensive experience at Yamaguchi Bank, Kitakyushu Bank, and Momiji Bank, ranging from retail asset management and loan consulting to corporate sales for small and medium-sized enterprises. Engaged in solution-based sales aimed at resolving corporate management challenges—such as business succession, M&A, and fundraising support—while driving new business development and client support.
Subsequently, took charge of digital transformation initiatives at the Group Headquarters.He led the construction of a business matching platform and the planning, development, and implementation of a Salesforce CRM renewal project, driving sales process transformation and operational efficiency.
Currently, he is in charge of sales digital transformationand CRM utilization promotion at the Strategy Department of Yamaguchi Financial Group digital transformation. -
UPWARD Co., Ltd. Executive Officer and General Manager, Sales Division
Wakaizumi Kojin
Graduated from Kansai University.
After working in retail sales at a major securities firm, he joined UPWARD in 2020.
After setting a new annual sales record in the small and medium-sized business segment, he has led numerous proposals and implementations for enterprise clients.
In 2025, he became the youngest-ever Head of Sales, and in 2026, he was appointed Executive Officer.
In addition to driving sales strategy, he leads organizational reforms to maximize results.
A full overview of the benefits and best practices of the introduction of the system
Download a free set of 3 documents