#Japan #Salesforce #Minato, Tokyo #Dentsu Research #Chuuging Financial Group

Dentsu Research and Chuuging Financial Group's New Initiative

Dentsu Research, headquartered in Minato, Tokyo, is focused on driving evolution in enterprises and society through technology. The company has recently announced plans to build a new Customer Relationship Management (CRM) and Sales Force Automation (SFA) system for Chuuging Financial Group, based in Okayama City, Okayama. The ambitious project is slated to officially launch in January 2027.

System Overview

The new system will serve as the cornerstone of sales support, utilizing the Salesforce platform, specifically the "Agentforce Financial Services" (Financial Services Cloud). This integration aims to enhance the company’s sales force through a data-driven approach, thereby boosting its overall effectiveness.

Background Context

As the landscape of customer challenges and corresponding financial services becomes increasingly diverse, Chuuging Financial Group has been re-evaluating its sales activities and management approach. The core objective is to ensure that all representatives can engage in high-quality sales activities and sustain revenue growth. This enterprise recognizes that a unified customer information management system and the standardization of sales processes are crucial for realizing this vision. After thorough comparisons of various systems and vendors, they chose "Agentforce Financial Services" as their sales support foundation, selecting Dentsu Research for its extensive knowledge of regional financial institutions and proven experience in Salesforce deployment.

Features of the New CRM and SFA System

1. Strengthening Sales Framework through Unified Information Sharing

One of the primary functions of the new system is to consolidate customer data previously scattered across multiple systems. By providing a comprehensive view of customer information, the system will analyze asset statuses and transaction histories, thus visualizing sales opportunities and notifying representatives accordingly. Moreover, the implementation of data-driven recommendation functions and standardized sales actions will empower even less experienced representatives to conduct high-quality sales activities, thereby enhancing the overall sales capacity of the organization. The system will also assist in the standardization and quality improvement of sales activities by utilizing data on past successful cases, proposal materials, and talk scripts. The incorporation of generative AI functionalities will further deepen customer understanding and improve information gathering efficiency, allowing representatives to focus on delivering higher-value customer interactions.

2. Specialized Functions for Financial Institutions and Flexible Extensibility

"Agentforce Financial Services" has been specifically designed for the financial services industry, providing an optimized platform with regular updates. Additionally, the platform includes no-code/low-code tools, allowing banking personnel to make rapid adjustments to screen layouts and management items without needing extensive programming knowledge. This facilitates shortening development lead times and reducing costs.

3. Facilitated Information Sharing Across the Group

The customer database will be shared across all companies within the Chuuging Financial Group, centralizing transaction information and sales activity data. This streamlined approach enhances collaboration within the group, enabling them to respond promptly and comprehensively to customer needs.

Future Developments

Dentsu Research plans to leverage various Salesforce applications to promote the realization of "Customer360." The company is also focused on enhancing digital transformation support for regional financial institutions through the use of AI agents, aiming for efficiency and advanced banking processes.

References:
August 8, 2025 - Dentsu Research Starts Offering Support Services for Rapid Implementation and Utilization of Salesforce's Autonomous AI Agent "Agentforce."
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About Dentsu Research

More information can be found here. Dentsu Research operates under the vision of 'HUMANOLOGY for the future' and is committed to addressing societal challenges through a combination of system integration, consulting, and think tank functions. By fostering a circular process from problem identification to technological resolution, the company aims to create evolutions towards a better society. Their focus on 'X Innovation' transcends technology, industry, and regional barriers, continuously generating new value through the synergy of human and technological capabilities.