Yamaguchi Financial Group Adopts 'UPWARD' to Accelerate Sales Digital Transformation
Yamaguchi Financial Group (YMFG) has introduced UPWARD Inc.'s field sales support service to drive digital transformation across its three subsidiary banks. Integrated with their new CRM launched in March 2026, the service aims to optimize field visits and enhance customer engagement through data-driven insights.
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- 📰 Published: May 27, 2026 at 11:31
- 🔍 Collected: May 31, 2026 at 23:09 (107h 38m after Published)
- 🤖 AI Analyzed: June 2, 2026 at 01:19 (26h 9m after Collected)
UPWARD Inc. (Chiyoda-ku, Tokyo; CEO Ryusuke Kaneki) announced that Yamaguchi Financial Group, Inc. (Shimonoseki, Yamaguchi; CEO Keisuke Mukunashi; hereafter YMFG) has adopted its field sales support service 'UPWARD' as part of YMFG's sales DX initiative.
YMFG is promoting sales DX centered on CRM at its three group banks: Yamaguchi Bank, Momiji Bank, and Kitakyushu Bank. By centralizing customer info, sales activities, and project data, the group aims to support sales representatives in deepening customer understanding, enhancing proposal capabilities, and creating more time for customer interaction.
With the introduction of UPWARD, YMFG will streamline field visit activities, allowing sales staff to dedicate more time to customer dialogue and problem discovery. UPWARD will support YMFG's DX efforts not only through system provision but also by ensuring operational adoption.
### Background: Deepening Customer Understanding
YMFG operates primarily in Yamaguchi, Hiroshima, and Fukuoka under the purpose of 'Co-creating a prosperous future for the region.' Amid diversifying customer needs, YMFG is shifting from a 'management-centric' to a 'support-centric' sales style to focus on solving latent customer issues.
### Expected Effects of UPWARD
1. **Visualization of Field Sales Activities**: By combining visit locations with map data, the service enables data-driven sales activities that do not rely solely on individual experience.
2. **Improvement in Quality and Quantity of Customer Contact**: Standardizing and streamlining field visits will enhance the volume and quality of customer interactions, helping staff identify the next best actions for tailored follow-ups.
### Future Outlook
YMFG is progressively implementing its CRM, which went live in March 2026. Looking ahead, the group plans to further evolve its sales support by leveraging accumulated data for advanced AI applications and Next Best Action (NBA) models.
YMFG is promoting sales DX centered on CRM at its three group banks: Yamaguchi Bank, Momiji Bank, and Kitakyushu Bank. By centralizing customer info, sales activities, and project data, the group aims to support sales representatives in deepening customer understanding, enhancing proposal capabilities, and creating more time for customer interaction.
With the introduction of UPWARD, YMFG will streamline field visit activities, allowing sales staff to dedicate more time to customer dialogue and problem discovery. UPWARD will support YMFG's DX efforts not only through system provision but also by ensuring operational adoption.
### Background: Deepening Customer Understanding
YMFG operates primarily in Yamaguchi, Hiroshima, and Fukuoka under the purpose of 'Co-creating a prosperous future for the region.' Amid diversifying customer needs, YMFG is shifting from a 'management-centric' to a 'support-centric' sales style to focus on solving latent customer issues.
### Expected Effects of UPWARD
1. **Visualization of Field Sales Activities**: By combining visit locations with map data, the service enables data-driven sales activities that do not rely solely on individual experience.
2. **Improvement in Quality and Quantity of Customer Contact**: Standardizing and streamlining field visits will enhance the volume and quality of customer interactions, helping staff identify the next best actions for tailored follow-ups.
### Future Outlook
YMFG is progressively implementing its CRM, which went live in March 2026. Looking ahead, the group plans to further evolve its sales support by leveraging accumulated data for advanced AI applications and Next Best Action (NBA) models.
FAQ
山口フィナンシャルグループが今回導入したサービスは何ですか？
UPWARD株式会社が提供する外回り営業支援サービス「UPWARD」です。
この導入の主な目的は何ですか？
外回り営業活動の効率化と見える化により、営業担当者が顧客との対話や課題発見に充てる時間を創出し、営業スタイルを「支援中心」へ転換することです。
対象となるグループ銀行はどこですか？
山口フィナンシャルグループ傘下の山口銀行、もみじ銀行、北九州銀行の3行です。
サービスと連携する既存のシステムは何ですか？
2026年3月に稼働を開始したCRM（顧客関係管理）システムです。
今後どのような技術の活用を視野に入れていますか？
Next Best Action（NBA）やAI活用の高度化を視野に入れ、営業活動支援の進化を予定しています。