AI in Securities
2026-03-25 07:38:49

Unleashing AI’s Potential in Securities with Collaboration Between Upsell Technologies and Tokai Tokyo Securities

Unleashing AI’s Potential in Securities with Collaboration



In a strategic move to revolutionize customer service in the financial sector, Tokai Tokyo Securities has partnered with Upsell Technologies and Plus Zero. This collaboration aims to integrate cutting-edge AI technologies into securities practice, significantly enhancing customer support efficiency and responsiveness. From today, the newly developed AI Helpdesk, situated at Tokai Tokyo Securities, will cater to customers needing assistance with address changes and related documentation.

Background of the Initiative



The introduction of the new NISA system has broadened the customer base, leading to an increase in inquiries for securities companies, which have become more complex in nature. In light of these challenges, Tokai Tokyo Securities recognized the urgent need for a robust support system that minimizes customer wait times while providing precise and efficient resolutions. Enter `miraio`, an AI operator boasting advanced design prowess focused on accuracy and trustworthiness, capable of automating high-precision tasks in the securities field.

Key Features of the AI Solution



1. AI Operator: A standout feature of this new system is its ability to handle sensitive requests, such as address changes requiring personal information verification, entirely through the AI operator. This mechanism drastically reduces the risk of hallucination, ensuring a seamless and rapid dialogue that mimics human interaction.

2. Automatic Summarization: Post-call, the AI will summarize interaction contents automatically, alleviating the administrative workload on staff. This function not only enhances efficiency but also ensures accuracy in record-keeping.

Future Prospects



Plans are in motion to broaden the operational capacity of the AI operator, paving the way for an even more extensive range of customer service tasks that can be streamlined through technology.

Advantages of Implementing `miraio` in the Financial Sector



The unique design of `miraio` minimizes hallucination risks common in generative AI, allowing it to engage in flexible and swift conversations. This capability is indispensable in the finance industry, where accuracy is paramount. Consequently, inquiries that demand precise answers can confidently be automated, marking a significant step in AI’s role in finance.

Expected Outcomes



  • - Enhanced Customer Satisfaction: By increasing the speed of initial responses and resolving inquiries immediately, the support system will significantly diminish customer wait times.
  • - Boosted Operational Efficiency: The automation and streamlining of investigation and documentation tasks will elevate productivity across the helpdesk operations.
  • - Reduced Training and Knowledge Risks: With previously specialized knowledge being supplemented by AI, new operators can transition to efficient support roles faster, standardizing response quality across the board.

Understanding AEI (Artificial Elastic Intelligence)



Plus Zero's concept of AEI (Artificial Elastic Intelligence) represents a focused approach in natural language processing. It refers to AI capable of executing tasks in a targeted and limited operational scope, imitating human proficiency. This innovation addresses the challenges of current AI technologies, steering away from the complexities surrounding generalized artificial intelligence.

Through the use of AEI, Plus Zero is working towards enhancing the reliability of AI chat services based on Large Language Models (LLM). The recent rise in interest surrounding AI emphasizes the need for trustworthy and responsible implementations, a facet that AEI effectively exemplifies.

In September 2021, Plus Zero patented the core technology behind AEI, rooted in Semantic Understanding AI. This path of research and development aims to foster an AI with a profound understanding of human language, bringing the vision of AEI to fruition.

For more insights, visit: Plus Zero AEI

Company Profiles


  • - Tokai Tokyo Securities, Inc.
CEO: Naoko Kitagawa
Location: Nakamura-ku, Nagoya, Aichi Prefecture
Business: Financial Products Trading
Website: Tokai Tokyo Securities

  • - Upsell Technologies, Inc.
CEO: Ryota Takahashi
Location: Toshima-ku, Tokyo
Business: AI Development and Provision
Website: Upsell Technologies

  • - Plus Zero, Inc.
CEO: Yoshiyuki Kodai
Location: Setagaya-ku, Tokyo
Business: AI Integration and Software Development
Website: Plus Zero


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Topics Financial Services & Investing)

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