in the Financial Industry Use Cases

Balancing Customer-Centric Operations with Revenue Maximization
Using on-site data to enhance and streamline client engagement activities

Balancing customer-centric business operations and
revenue maximization
Advancing and streamlining client engagement activities,
achieved through on-site data

Do you have any of these problems?

Due to store consolidations, the sales territory for the external relations representative has expanded so much that it’s impossible to cover it all.
Entering data into the CRM system after returning to the office takes time, and reporting tasks lead to overtime.
Know-how regarding customer understanding and business feasibility assessments has become dependent on specific individuals due to personnel changes.
Funding needs and succession signals identified on-site log and are not shared within the organization.
Deciding where and to whom to make the next proposal is left up to the person in charge's intuition.
CRM is "management-focused" and does not provide data-driven sales support.

WHAT UPWARD CAN DO FOR YOU

POINT

01

Automate Reporting with a Single Tap

Automate Reporting with a Single Tap
Detects when you arrive at a client’s location, and with a single tap on the notification, records the meeting. AI summarizes and organizes the content into key points, and after you review it, it automatically syncs to a CRM such as Salesforce with a single tap.
- Automate the process from detecting arrival at a destination to starting recording
  
  Automate the process from detecting arrival at a destination to starting recording
- Generate accurate log with no omissions or errors
  
  Generate accurate log with no omissions or errors
- Reduce data entry work after returning to the office to nearly zero
  
  Reduce data entry work after returning to the office to nearly zero
- log are retained as records as-is
  
  log are retained as records as-is
POINT

02

Centralize customer information and prevent reliance on individual employees

Centralize customer information and prevent reliance on individual employees
Visualize activity and comment logs by client on a map and over time. Even when personnel changes occur, the know-how for understanding customers and evaluating business viability can be passed down as an organizational asset.
- Centralized Management of Individual and Corporate Client History
  
  Centralized Management of Individual and Corporate Client History
- Track the history of a business owner's statements and proposals in chronological order
  
  Track the history of a business owner's statements and proposals in chronological order
- Reducing Information Loss During Handoffs
  
  Reducing Information Loss During Handoffs
- AI Detects Omissions in Sales Logs and log Assessments
  
  AI Detects Omissions in Sales Logs and log Assessments
POINT

03

Use data to identify which customers to visit

Use data to identify which customers to visit
Categorize customers by color and size based on their loan share and the number of days since their last visit. Without relying on experience or intuition, you can see at a glance which customers to visit using the strategy map.
- Identify Key Areas for Action Using the “Becoming a Leading Bank” Progress Map
  
  Identify Key Areas for Action Using the “Becoming a Leading Bank” Progress Map
- Visualize the status of campaign proposals based on results
  
  Visualize the status of campaign proposals based on results
- Efficiently narrow down your target audience even in a wide geographic area
  
  Efficiently narrow down your target audience even in a wide geographic area
POINT

04

Optimize Your Free Time with an AI Scheduler

Optimize Your Free Time with an AI Scheduler
Based on customer importance, sales strategy, location data, and travel time, AI suggests efficient candidate locations to visit. Sales representatives simply need to select one, and their actions will naturally align with the strategy.
- Automatically generates the optimal route, taking travel time into account
  
  Automatically generates the optimal route, taking travel time into account
- AI Creates Visit Plans Based on Priority
  
  AI Creates Visit Plans Based on Priority
- Efficiently follow up with nearby customers during downtime
  
  Efficiently follow up with nearby customers during downtime
POINT

05

From Case Management to “Support for Next Steps”

From Case Management to “Support for Next Steps”
Visualize the results of your external relations activities from four perspectives: “quality, productivity, operational efficiency, and depth of engagement.” With the KPI dashboard, you can move beyond simply managing activity volume to supporting your next strategic steps.
- 1. Assess the “quality” of revenue, such as service fees per customer
  
  1. Assess the “quality” of revenue, such as service fees per customer
- Visualizing the Visit Coverage Rate for Class A and B Customers
  
  Visualizing the Visit Coverage Rate for Class A and B Customers
- Supporting Business and Management Decision-Making
  
  Supporting Business and Management Decision-Making