Finatext AI Sales Assist -AI Role-Playing- Provided to MUFG Bank

Finatext Inc. (Headquarters: Chiyoda-ku, Tokyo; Representative Director & CEO: Akane Kinoshita; hereinafter "Finatext"), a Finatext Group company that realizes embedded finance through the provision of next-generation financial infrastructure, has commenced providing "Finatext AI Sales Assist -AI Role-Playing-", a generative AI-powered role-playing tool, to MUFG Bank (Head Office: Chiyoda-ku, Tokyo; Director, President & CEO: Masakazu Osawa; hereinafter "MUFG Bank"). By introducing this tool, MUFG Bank aims to enhance the proposal skills and strengthen the training foundation for its employees who handle insurance products. The initiative will start with a trial operation, with a view to broad deployment to all employees involved in insurance sales in the future. ## Background of Introduction In today's financial industry, while insurance products handled have become more complex due to diversifying customer needs, challenges include the increasing sophistication of compliance and a shortage of training resources due to a declining workforce. Amidst this, there is an urgent need to acquire practical conversational skills that cannot be covered by traditional in-person training or manual learning alone. MUFG Bank has been exploring the use of technology to enhance employee sales capabilities and build a sustainable training foundation. As part of this effort, it decided to introduce "Finatext AI Sales Assist -AI Role-Playing-", which enables interactive voice-based business negotiation practice with a "virtual customer" meticulously constructed by generative AI, while also meeting the security requirements of financial institutions. ## Evaluation Points from MUFG Bank Key evaluation points for this introduction were as follows: - The ability to respond flexibly to on-site situations, including natural and smooth conversations powered by generative AI, and detailed persona settings for diverse customers. - Scoring function based on evaluation criteria and improvement suggestions through accurate feedback comments. - Scalability to be applied to role-playing for other financial products in the future, not limited to insurance products. ## Overview of "Finatext AI Sales Assist -AI Role-Playing-" This service is a tool that allows interactive voice-based business negotiation practice with a "virtual customer" constructed by generative AI. Based on Finatext Group's own experience in the insurance business, it provides practical scenarios that go beyond mere conversation practice, enabling immediate commencement of practical training after introduction. ### Features 1. Acquisition of practical skills through dialogue with generative AI It enables interactive voice conversations with detailed personas of diverse customers created by generative AI. By fostering flexible conversational skills that respond to customer reactions, rather than rote memorization of manuals, employees can efficiently acquire the foundational sales skills required in the modern era. 2. Embedding successful on-site patterns as organizational knowledge Multiple preset scenarios, leveraging Finatext's expertise, are available from day one of the contract. Furthermore, customer personas, handled products, and evaluation criteria (scoring logic) can be flexibly customized according to each company's training challenges. This allows for the standardization of top sales know-how and successful patterns that the organization wishes to embed across the entire organization. 3. Robust security through AI infrastructure at financial institution standards This service operates on Finatext's cloud infrastructure, which is already utilized as a mission-critical platform by major financial institutions. Finatext provides a platform equipped with advanced cyber resilience and governance, allowing even financial institutions with strict security requirements to introduce it with confidence. ### Service Website URL https://lp.finatext-salesassist.com/roleplay ### Usage Image ## Future Outlook Finatext will continue to reconstruct financial institutions' business processes to be AI-centric, contributing to the overall productivity improvement of the industry. ## Contact for this service Finatext Inc. Insurtech Business inspire@finatext.com About Finatext Group Finatext Group is a FinTech company group that aims to "reinvent finance as a service" and realizes embedded finance through the provision of next-generation financial infrastructure. It re-examines the ideal state of financial services from a user perspective and develops new financial services with partner businesses, including "Finatext Inc.", "Nowcast Inc." which provides alternative data analysis services, and securities business.