UPWARD to Showcase Field Sales AI Agent at FIT Osaka 2026

UPWARD, Inc., headquartered in Chiyoda-ku, Tokyo, has announced its participation in the comprehensive exhibition, "FIT Osaka 2026," scheduled from September 3rd to 4th, 2026. This event, organized by the Japan Financial Communications Association, is aimed at regional financial institutions and entry is free for attendees.

The FIT Osaka is Japan's largest financial IT fair and is a platform where financial institutions can explore technological innovations. UPWARD plans to demonstrate its specialized AI agent for field sales, which offers transformative solutions for outreach activities. The booth will feature presentations on the implementation of UPWARD at various financial institutions, including Shizuoka Bank and Yamaguchi Financial Group, alongside real-world case studies showcasing its impact.

Voices from Financial Institutions Using UPWARD

These testimonials bring to light how UPWARD has revolutionized the operations of various banks:

Shin Nagamine, Director of Digital Business Innovation at Ryukyu Bank: "By implementing UPWARD, our sales representatives can easily assess customer locations and transaction statuses, allowing for optimized visit planning and efficient route setups."

Takuji Yamane, Director of Digital Transformation Strategy at Yamaguchi Financial Group: "The use of UPWARD has enabled us to enhance the efficiency of our field visits, allowing our sales team to devote more time to dialogues with customers and identifying their challenges."

Masataka Mochida, Director of Sales Planning at San-in Godo Bank: "With UPWARD, anyone can create accurate meeting records quickly, regardless of their sales experience. Additionally, visualizing this data in CRM systems streamlines sales activities and personnel development significantly."

What is UPWARD?

UPWARD is an innovative AI agent that combines proprietary location detection technology and AI to digitize various outreach activities primarily focused on field sales. With a smartphone, sales representatives can automatically log crucial data such as when, where, with whom, and what was discussed, converting these previously elusive insights into valuable corporate assets. This precise and comprehensive data accumulation leads to the development and sharing of specific outreach know-how and the facilitation of agile, strategic management decisions.

Key Features of UPWARD

- AI Map: Visualizes customer information on an app-based map, indicating visit priorities by using size and color.
- AI Check-in: Automatically detects stays at visit destinations, inputting time and location seamlessly.
- AI Business Card and Document Scanning: Captures text information from business cards and documents directly into CRM systems.
- AI Meeting Notes: Records and summarizes face-to-face conversations, generating activity reports autonomously while ensuring compliance through detailed expression checks.
- AI Scheduler: Creates optimal visit plans by analyzing collected on-site data, considering the most suitable moments for client engagements.
- AI Call Analysis (to be rolled out soon): Records and summarizes phone conversations for both inbound and outbound calls, integrating insights into CRM systems.

Field Sales 360: A Holistic Support System

To facilitate early-stage results, UPWARD introduces the "Field Sales 360" support system which combines field sales-focused AI capabilities with a bespoke support service. This comprehensive framework collects and structures first-hand outreach data (interaction details and activity histories) automatically, ensuring it is stored as high-quality data in the CRM systems. A specialized team, well-versed in industry characteristics, builds data-driven sales processes that are devoid of reliance on subjective experiences. This initiative not only installs tools but also provides full support from integration to outcome realization, driving genuine sales transformation (AX: AI Transformation) for their clients.

FIT Osaka 2026 Event Details

Organized by the Japan Financial Communications Association, FIT Osaka is designed to bridge the gap between financial institutions and IT vendors, offering unique initiatives specific to the Osaka region. The dates for the event are set from September 3rd to 4th, 2026, from 10:00 AM to 5:30 PM daily, taking place at the Knowledge Capital Conference Center within the Grand Front Osaka, directly connected to JR Osaka Station. Entry is complimentary for employees of financial institutions, including those from securities, insurance, and non-banking sectors. For more information, visit https://fit-osaka.nikkin.co.jp/.

UPWARD underscores its commitment to revolutionizing the last mile of field operations through its AI-backed sales support service. With patent technology for advanced geofencing and various tailor-made AI functionalities, UPWARD is actively working with approximately 450 companies, primarily major firms that rely on in-person customer interactions.

For more information regarding UPWARD, visit https://upward.jp/ and view their service materials at https://upward.jp/downloads/allservicematerials/.

About UPWARD, Inc.

UPWARD, Inc. is dedicated to accelerating growth for businesses and society by unlocking the creativity of field workers, addressing challenges through AX services that emphasize offline engagement with customers. By leveraging technology to enable mobile operations, UPWARD aspires to create an environment where employees can thrive regardless of their location or situation.

Company Profile

- Name: UPWARD, Inc.
- Established: July 2016
- CEO: Ryusuke Kaneki
- Location: Marunouchi Eiraku Building, 26th Floor, 1-4-1 Marunouchi, Chiyoda-ku, Tokyo
- Business: Development and provision of the Field Sales AI Agent UPWARD
- Website: https://corp.upward.jp/