July 3 (Fri) Osaka Event: [Sponsored by FITA, Regional Finance Roundtable] The Current State and Future of DX Promotion in Regional Financial Institutions
Key facts
- July 3 (Fri) Osaka Event: [Sponsored by FITA, Regional Finance Roundtable] The Current State and Future of DX Promotion in Regional Financial Institutions
- DYNATREK Co., Ltd. will hold a roundtable on DX promotion for regional financial institutions in Osaka on July 3, 2026, sponsored by FITA. The theme is 'usable data' and building an organization rooted in the field.
- Source: PR Times
- Date: June 4, 2026
Direct answer
DYNATREK Co., Ltd. will hold a roundtable on DX promotion for regional financial institutions in Osaka on July 3, 2026, sponsored by FITA. The theme is 'usable data' and building an organization rooted in the field.
- Citation
- July 3 (Fri) Osaka Event: [Sponsored by FITA, Regional Finance Roundtable] The Current State and Future of DX Promotion in Regional Financial Institutions (June 4, 2026), PR Times
- Source
- PR Times
- Date
- June 4, 2026
DYNATREK Co., Ltd. will hold a roundtable on DX promotion for regional financial institutions in Osaka on July 3, 2026, sponsored by FITA. The theme is 'usable data' and building an organization rooted in the field.
📋 Article Processing Timeline
- 📰 Published: June 4, 2026 at 10:00
- 🔍 Collected: June 4, 2026 at 10:40 (40 min after Published)
- 🤖 AI Analyzed: June 6, 2026 at 23:37 (60h 56m after Collected)
DYNATREK Co., Ltd. (Headquarters: Minato-ku, Tokyo; Representative Director: Joji Saeki; hereinafter 'DYNATREK'), which is developing data integration and data utilization projects at approximately 30 financial institutions nationwide, will hold the [Sponsored by FITA, Regional Finance Roundtable] The Current State and Future of DX Promotion in Regional Financial Institutions – 'Usable Data' and Building an Organization Rooted in the Field on July 3, 2026.
In recent years, regional financial institutions have been advancing DX initiatives in various areas such as enhancing customer touchpoints, sales promotion, and operational efficiency. Amidst growing interest in AI and data utilization, a key theme is ensuring these efforts are not just temporary but are continuously leveraged in the field.
On the other hand, in actual promotion, there are common issues across many financial institutions, such as developing an environment where necessary information can be quickly utilized in the field, human resource development, and building a cross-departmental promotion system. Furthermore, how to organize and link data scattered within the bank and connect it to the practical work of sales offices and headquarters is also an important perspective for future DX promotion.
This project adopts a roundtable format, not a one-way lecture, where practitioners and managers from financial institutions directly exchange opinions, sharing each bank's DX promotion efforts, ingenuity for field implementation, and ideas for human resources and organizational development.
It aims to provide practical, specific insights and hints for future initiatives, as well as to create a place that leads to the formation of new networks among financial institutions.
Event Name: [Sponsored by FITA, Regional Finance Roundtable] The Current State and Future of DX Promotion in Regional Financial Institutions – 'Usable Data' and Building an Organization Rooted in the Field
Organizer: DYNATREK Co., Ltd.
Sponsor: Nonprofit Organization Financial IT Association (FITA)
Date and Time: July 3, 2026, 15:00-16:50
*After the seminar, an information exchange meeting will be held (light meals and drinks provided) 17:00-18:30
Venue: Meeting Space AP Innogate Osaka (Innogate Osaka 11F, 3-2-123 Umeda, Kita-ku, Osaka City, Osaka Prefecture *Directly connected to Osaka Station West Exit (Umeda Kita area))
Target Participants: Managers and persons in charge of corporate planning, digital strategy, and sales promotion departments at regional financial institutions
Participation Fee: Free (limited to those working at financial institutions, pre-registration required)
① Opening Address and Problem Statement
Masao Morimoto, Director, FITA, Leader of Human Resource Development WG
While interest in AI utilization and data-driven management is growing in the financial industry, common themes across financial institutions are also apparent in actual promotion, such as human resource development, cross-departmental collaboration, and establishing a data utilization culture. This session will share the latest trends in IT and data utilization surrounding regional financial institutions, including FITA's initiatives for human resource development in financial DX, various certification systems, and information sharing across financial institutions. It will also introduce the direction of discussion as a place to think together with participants about 'how to embed DX promotion in regional financial institutions in the field' throughout this roundtable.
② Direction of Data Utilization Required in the AI Era – An Approach to Creating Value from Scattered Data
Shinya Saeki, Director, DYNATREK
As AI utilization becomes mainstream, the importance of developing an environment where data scattered across various systems can be used quickly and flexibly is increasing for regional financial institutions. This session will introduce an approach to cross-utilize necessary information while leveraging existing systems to realize 'data that is used' in the sales field. It will also explain the direction of data utilization required in the AI era for embedding DX promotion in regional financial institutions, incorporating actual case studies, from the perspectives of data integration and organizing information for easy use in the field.
③ Roundtable 1: How to 'Connect' Scattered Data – Practice of Data Utilization for Field Implementation
Kazuhiro Hasegawa, Chief Research Officer, Business Strategy Division, Hokuyo Bank (Moderator)
Mizumi Tani, Systems Department, Osaka Shinkin Bank
In regional financial institutions, with data scattered across various systems, developing an environment where necessary information can be quickly utilized in the sales field is a key theme. Furthermore, as AI utilization becomes mainstream, the importance of mechanisms that can flexibly and quickly utilize a wide variety of data is increasing. This session will invite practitioners promoting the construction of reports and dashboards for the sales field to discuss initiatives for cross-utilizing necessary information while leveraging existing systems. It will delve into the ingenuity for realizing 'data that is used' in the field and its relationship with data maintenance, based on practical examples.
③ Roundtable 2: The Current State and Future of DX Promotion in Regional Financial Institutions – Building Human Resources, Organizations, and Data Assets for the AI Era
Akimitsu Tada, General Manager, DX Strategy Headquarters, Corporate Planning Department, Kyoto Bank
Hisao Ishikawa, General Manager, IT Solutions Department, Yokohama Bank
Takuya Saeki, Director, DYNATREK (Facilitator)
DX promotion in regional financial institutions has entered a crucial stage where it is not just about developing systems and data infrastructure, but also about how to utilize them in daily operations and sales activities and embed them as a continuous effort. Additionally, looking ahead to future AI utilization, how to accumulate and utilize data and knowledge used in daily work is an important theme. This roundtable will start from each financial institution's DX promotion efforts and exchange opinions on field deployment, human resource development, building a cross-departmental promotion system, and the ideal state of data assets for the cloud and AI era. It will consider the future of DX promotion in regional financial institutions by sharing each bank's practices and ideas on how to create a state where it is actually utilized in the field and organization, not just by preparing a 'usable environment'.
④ 16:50-16:55 Wrap-up
Shoso Yamaguchi, Chairman, FITA
To participate, please register via the form below. (Limited to those working at financial institutions, pre-registration required)
About DYNATREK Co., Ltd.
DYNATREK Co., Ltd. is a company that provides the virtual data integration tool 'DYNATREK BI Platform' and data utilization consulting.
The 'DYNATREK BI Platform' is centered on its proprietary 'virtual integration technology' (patented in Japan and the US) developed since the 1980s, and has been introduced to 75% of top regional banks through its own consulting.
It is used as a large-scale integrated information infrastructure by approximately 30 domestic financial institutions, as well as customers in a wide range of fields including telecommunications, government agencies, and manufacturing.
FAQ
What is the participation fee for this event?
The participation fee is free, but it is limited to those working at financial institutions and requires pre-registration.
What topics will be discussed at the event?
Topics include how to utilize scattered data and building human resources, organizations, and data assets for the AI era.
What technology does the organizer, DYNATREK, have?
It provides a data integration tool centered on its proprietary virtual integration technology (patented in Japan and the US) developed since the 1980s.