TOP - Financial Services Package (for Regional Banks)
Field Sales 360: A Finance-Specific Package for Regional Banks
From Understanding Our Customers to Becoming the Bank of Choice:
During the meeting itself, log— structure the discussion, deepen your understanding of the customer, and use that insight to inform your next proposal.
Record the conversation from the meeting at right then and there log
Accumulated as assets of the entire bank
Deepen our understanding of customers and improve the accuracy of our proposals
Financial Institutions That Have Implemented the System
As systems, customers, and the workplace are changing, what’s required of public relations professionals is to act as business partners.
( 1) Changes in the System
From Reliance on Collateral to “Business Valuation” Against the backdrop of the creation of corporate value security interests, greater emphasis is being placed on evaluations that capture the nature and future potential of a business
Growing Expectations for Accompaniment Support Under the Regional Revitalization 2.0 initiative, they are expected to play a role that goes beyond simply providing funding
Changes in the Role of Public Relations Officers
Focusing on Finance and Collateral
Understanding the Current State and Future Prospects of the Business
② Changes in the Customer Base
There are now more competitors to compare against With the increased transparency of information, everything from megabanks to online banks is now being compared on an equal footing
Sources of Business Advice Have Expanded Beyond Banks Sources of business advice have expanded beyond banks
Changes in the Role of Public Relations Officers
Make proposals centered on the product
Understanding of each customer's specific circumstances and challenges
③ Changes in the Field of International Relations
Expanded Scope of Support Now expected to cover business succession, management improvement, and digital transformation
logThe objectivity of these is being questioned The importance of objectively documenting the content of interviews is increasing
With the use of AI now a given, Discussions are beginning on external relations activities that assume the use of AI
Changes in the Role of Public Relations Officers
Respond based on memory and experience
logAn understanding based on established facts
All proposals stem from conversations during face-to-face meetings.
Corporate External Relations
Business Succession
"It's about time we started thinking about where this company is headed:
"
We capture the insights and aspirations of business owners and continuously monitor the timing of succession , related challenges, and potential successors.
Corporate External Relations
Recruitment and Hiring Support
"Lately, it's been hard to find good talent at ..."
Identify hiring challenges and the ideal candidate profile at logto connect with the best talent and support.
Corporate External Relations
Capital Expenditures
"I'm also thinking about making some new capital investments ."
Continuously monitor the status of capital investment planning, priorities, and budget estimates.
Individual External Relations
Asset Management
"I've been wondering how to invest my retirement savings and ..."
We analyze your life plan, financial situation, and preferences at logto determine the optimal investment strategy and timing.
Individual External Relations
Real Estate and Inheritance
"My kids don't come back to our hometown anymore , and I'm not sure what to do with this property ."
Share your thoughts on your real estate situation and inheritance at logto help you organize your options and receive expert advice.
Individual External Relations
Gifts for Educational Expenses
"I'd like to help out a little with my grandchild's education expenses— —and give them ."
We discuss your intentions, timing, and estimated amount for the gift at logand propose the best approach, taking into account tax and legal considerations.
Every word we hear during a meeting deepens our understanding of the customer and improves the accuracy of our next proposal.
UPWARD structures and records the conversations from client meetings in real time, converting them into a format that banks can utilize as assets.
How are other banks addressing this issue?
We have prepared a research report that allows you to assess trends at other banks and determine your bank’s current position.
Take what was discussed during the interview and format it so it can be used for the next proposal at
We immediately logand the information gathered by our client relations representatives during meetings. By compiling this data as a bank-wide asset and deepening our understanding of our customers, we use it to inform our next proposals.
Meetings and Visits
Listening to our customers' challenges, needs, and aspirations
On the Spot log・Structured
AI transcribes and summarizes conversations, automatically organizing issues and needs
Data Collection and Centralization
Centralize data in the CRM to deepen customer understanding and visualize priorities and focus areas
Next Proposals and Strengthening Relationships
AI suggests the best course of action, improving the accuracy and effectiveness of those suggestions
All Information as Bank Assets
Centralize meeting, project, and proposal histories and share them across the entire bank. This ensures a smooth handover during personnel transfers, allowing the organization to continue supporting its customers.
Six AI Use Cases Tailored to Public Relations Work
01
Using the Fiscal Year-End as the Starting Point for Business Viability Assessments
Contacting companies as their fiscal year-end approaches is left entirely to the staff in charge, and the business feasibility assessment has become nothing more than a form-filling exercise.
We identify clients whose fiscal year-end is approaching, incorporate them into our visit schedule, and use the business conditions discussed during the meeting and key points from their financial results to draft a business viability assessment.
Indicators
Number of Borrowers Based on Business Viability Assessments; Financial Statement Collection Rate
02
Implementing Headquarters Policies on the Ground
Headquarters’ promotional initiatives don’t go beyond simply deciding “who to give them to” and end with just handing them out.
We identify target companies based on their industry, size, the age of their representatives, and the nature of their business, and prepare tailored conversation scripts for each sales representative.
Indicators
Coverage rate of target recipients for initiatives; number of projects initiated by these initiatives
03
Narrow Down the Options for Making It a Main Feature
Whether payroll deposits, payments, or loans are being processed through other banks can only be determined based on the staff member's judgment.
Based on trade composition and balance trends, we identify trades with significant potential to become core positions and then indicate the next trades to target.
Indicators
Number of Major Clients, Number of Products Per Client
04
Spotting Signs of Funding Needs
Even when topics such as capital investment or business succession come up during meetings, they remain only in the minds of the business development staff, and the opportunity to make a proposal is missed.
We identify and tag signs of funding needs and management challenges based on conversations during meetings, and then present proposal topics and recommended timelines for each client.
Indicators
Number of projects initiated from meetings; lead time from proposal to implementation
05
Compliance Formatting for " log"
log's interview was based solely on his memory after returning to the store, and the audit pointed out that he had omitted certain items that should have been explained.
It structures the conversation during the consultation into "Products Presented," "Risk Explanation," "Confirmation of Intent," and "Next Steps," detects any omissions, and prompts the client to confirm them.
Indicators
logTime required to issue a form, number of issues identified during an audit
06
On-Site Completion of Applications and Forms
Filling out the application form and transferring the information to the logledger will have to be done at home, so approval will be delayed until the following week.
We’ll take photos of your application forms and vehicle registration certificate on the spot, break down the information into categories, identify any missing documents, provide an estimate of whether your application will be approved, and even draft the application for you.
Indicators
Time from application submission to credit check request; percentage of cases completed on-site
We reinvest the time we save into proposals for our customers.
49.0%
Being asked to submit activity reports every day
50.0%
Report entry takes less than 30 minutes per week
61.0%
Enter the data at the office after returning to work
Time is running out
Time for Travel and Interviews log
Data Entry After Returning to the Office
Launching a Staff Rotation
Time to Focus on Our Customers
Results Are Achieved
Needs Turn into Proposals
Ready to get to work right after the handover
Opportunities to make proposals are piling up
Having more time available allows us to increase both the quality and frequency of our proposals, which leads to better results.
Why We Stand Out
digital transformation, aimed at office workers, notes that the reality of public affairs work remains unchanged:
10 years Specializing in field sales
More than 450 companies Number of Companies Using the Service (as of 2026)
99% Contract Renewal Rate
01
Focusing exclusively on the field: for 10 years
Most tools are designed with the assumption that you’re sitting in front of a computer. But when you’re on the go, you often don’t have the time or space to open your computer. For the past 10 years, we’ve been refining a design that lets you handle everything—from planning visits to log—all within a single platform: app.
Custom designs for outdoor construction sites.
02
Even if the external affairs department doesn't take action, and logwill remain.
You’ll receive a notification when you arrive at your assigned location, and logwill close when you leave. Since loglaunches based on your location, the field representative does not need to take any action to start data entry. Because the system activates only when movement is detected, it helps minimize battery drain and data usage on your device.
Without waiting to write it down, logremains.
03
Do not replace your existing CRM with
Visit records and interview details are automatically synced with the system you’re currently using. It does not interfere with your accounting or customer information systems; it functions solely as a gateway to log.
Do not increase the risks associated with the renewal project.
UPWARD's Role in the Overall Design
It does not interfere with the accounting system and serves as an entry point to log.
Retention at the Worksite
Simply implementing a system isn't enough; it won't take root in the sales offices.
壁1
Size and Number of Locations
It is difficult to ensure uniform adoption across all branches and employees. Both proficiency with the system and IT literacy vary widely.
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The level of utilization varies from branch to branch.
壁2
Existing Operations
Each branch has its own established business practices and local rules. If you implement the system without first determining how to integrate it, it will result in duplicate data entry.
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The workload on the front lines is increasing
壁3
The Psychology of Mobile Adoption
There is a tendency to exercise caution when handling customer information while on the go or discussing matters log.
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Limiting its use to the bare minimum
That's why we provide both the system and support for its implementation as a single, integrated package.
Introduction
You can start using at any branch.
We will design the implementation method to align with the operations of each branch and determine how to proceed with the rollout.
On-site Visits to Branches and On-site Briefings
Integration into Operations
Timing of Implementation and Step Design
Adoption
The field staff are satisfied and continue to use
We create an environment where the value of using the system is clearly communicated to the front lines, thereby supporting management’s efforts to drive adoption.
Insights for Managers and Leaders
Translating Goals into Key Performance Indicators
Support for Dashboard Design and Implementation
Data Utilization
The data we've collected will lead to the next proposal at
We will use the accumulated information from customer touchpointto help us decide our next move.
Designing and Visualizing Key Metrics to Track
Designing Recommendations Based on Accumulated Data
Designing for Agentforce Integration
Overall design falls under the purview of our existing SI partners. UPWARD is responsible for the initial outreach and ensuring its successful implementation.
Security
The answers to the in-class quiz are all available at .
FISC Safety Standards We have a track record of providing compliance matrices
These are standards that financial institutions are required to comply with, and our company is in a position to support their compliance.
ISO/IEC 27001 (ISMS) Certification
ISO/IEC 27001:2022 / JIS Q 27001:2023 (Registration No. IS 631188)
In addition, answers to each question asked during the review process
Data Handling
Data is stored domestically. Both transmission and storage are encrypted.
AI processing takes place entirely within Japan. There is no cross-border data transfer.
Opting Out of Training Generative AI
Recording processing is handled entirely on the device
Access and Auditing
Personal Devices Are Restricted via MDM and Client Certificates
Viewing permissions are configured by branch and job title.
Preserve the " log" during audits by capturing and reviewing operation logs
Exclude medical diagnoses, alma maters, personal identification numbers, and other such information from the scope of the summary
The Role of AI
This applies only to the organization of logfor interviews and visits.
AI does not make lending decisions or extend credit.
Summaries are registered after being reviewed by the person in charge. The final decision is made by a human.
Frequently Asked Questions
We're still in the preliminary stages of the platform overhaul, but would it be okay to discuss this?
Yes. If the groundwork isn’t in place, we’ll also be frank and tell you that “now is not the right time to implement it.”
We already have SI partners and Salesforce on board. Can you work alongside us?
That is possible. We will respect the overall design as the domain of our existing partner, and UPWARD will handle the field-related aspects.
Do we need to replace the existing system?
No. It does not interfere with the accounting system or customer information system; rather, it serves as the entry point to log.
How is it different from other CRM and SFA systems?
The fact that it was designed over the past 10 years based solely on the workflow of external relations staff, and the fact that logdoes not center on the actions of the person in charge. Among tools designed for desk work, logultimately remains a platform where “the person in charge writes the content themselves.”
Can you accommodate security requirements and the handling of location data?
Personal devices can be restricted using MDM and client certificates, and data is stored domestically and encrypted. We have a proven track record of providing compliance matrices for the FISC Security Standards. The scope of location data collection and the users authorized to view it are also configured in accordance with the company’s internal policies.
Could you give me an idea of the cost?
This varies depending on the number and composition of users. Please let us know the number of users and the scope of use, and we’ll provide you with an estimate. Contact us here
Download info pack
Two types to suit your needs
Selecting...① I want to know what other banks are doing
IT Modernization at Regional Financial Institutions: Survey Report
How far have other banks progressed? This can be used as-is for internal presentations. Product descriptions are not included.
1
The Current State of IT Investment and Cloud Adoption
2
Trends in CRM/SFA Modernization and Post-Modernization Challenges
3
Sales Activity Data Required for AI Implementation
4
Checklist for Verifying Your Current Location
Selecting...② I want to know what UPWARD is all about
Financial Package Materials
This is a document you can read and review on your own, without needing an explanation from a sales representative.
1
Changes at Regional Banks and a Day in the Life of a Relationship Manager
2
How UPWARD Can Change Your Day
3
Support Services for the Three Stages: Implementation, Adoption, and Data Utilization
4
Security and AI Management Systems: Case Studies of Implementation at Regional Banks
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Start your assessment by confirming your current location.
Depending on the status of your foundational preparation, there may be certain issues you should address before tackling UPWARD. First, please review the materials to assess the trends at other banks and your bank’s current position.
