TISI and Iyo Bank Launch Proof of Concept for Sales Enhancement Using Generative AI and CRM Data

TIS Inc. (TISI), part of the TIS INTEC Group (Headquarters: Shinjuku-ku, Tokyo; President and Representative Director: Yasushi Okamoto), announced today that it will jointly conduct a proof of concept (PoC) with Iyo Bank, Ltd. (Head Office: Matsuyama City, Ehime Prefecture; President: Takashi Sagayama) starting in October 2026, to explore sales support using generative AI that leverages CRM data.

This initiative aims to improve the quality of customer proposals and operational productivity by utilizing customer and sales information accumulated by Iyo Bank, along with generative AI. It will also validate the effectiveness of applying specialized AI for business operations.

Background

In recent years, generative AI has seen increasing adoption across various industries. While financial institutions expect to leverage it for operational efficiency and enhanced customer service, careful planning is required for its application in actual business operations, considering aspects such as security and compliance, and the need for user literacy to facilitate its adoption.

Iyo Bank is working on building an AI foundation and standardizing sales processes to enhance its overall sales operations. In typical sales activities, bank employees review transaction and negotiation records in the CRM system, grasp key points, and then gather necessary proposal materials and information to be discussed. However, organizing information and preparing proposals takes considerable time, and the utilization of past interaction history often depends on the individual representative's experience and skills. Therefore, there was a need to create a system that enables sales representatives to quickly understand customer situations and make more appropriate proposals.

TISI provides Iyo Bank with its financial institution solution "fcube" CRM system, which is used for confirming and sharing customer information, registering negotiation records, and more. This PoC was initiated because of the potential to utilize the information accumulated in Iyo Bank's CRM system with generative AI, and the ease with which business-specialized AI, optimized for specific use cases, can be applied to actual sales operations.

Proof of Concept Environment

In this PoC, TISI will build a dedicated PoC environment for Iyo Bank and develop a verification prototype application (hereinafter referred to as the "verification app"). Iyo Bank will then verify the effectiveness and challenges of the verification app in its sales activities. The generative AI usage environment will be equipped with security measures consistent with the service environment of TISI's "fcube." By connecting to the verification terminals used by sales representatives via a closed network, security will be ensured, and an environment compliant with financial institutions' security policies will be established. Furthermore, the knowledge data utilized in the verification app will be customer and sales information stored in the CRM system and other sources.

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Proof of Concept Overview

・Implementation Period: October 2026 – November 2026 (planned)

・Implementation Details: Sales representatives from Iyo Bank's head office and branches will use the verification app to gather key points of deals and negotiation content, as well as material for considering next actions, necessary for customer proposals. The effectiveness of the generative AI's output in deepening sales representatives' understanding of customers and supporting appropriate sales approaches will be verified.

・Use Cases and Expected Effects

・Evaluation Criteria: The following evaluations will be conducted using user surveys and generative AI execution logs.

(Example Evaluation Axes for Results) ・ Appropriateness: Correctness, consistency, comprehensiveness, etc. ・ Readability: Ease of understanding, etc. ・ Immediacy: Response time, etc. ・ Safety: Output of misinformation, consideration for compliance, etc. ・ Efficiency: Reduction in preparation time, improvement in proposal accuracy, etc.

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Sales representatives from Iyo Bank's head office and branches will input inquiries about corporate customer information or proposal activities into a chat screen, and the generative AI will output responses. The PoC will verify whether the generative AI's output contributes to the enhancement of corporate sales.

Future Development

Based on the insights gained from this PoC, the practicality for Iyo Bank's sales operations will be evaluated, and future implementation into the current CRM and enhancement of sales support functions will be considered. Furthermore, the results of this initiative are planned to be utilized for strengthening "fcube" functionalities and advancing solutions for financial institutions.

Endorsement from Iyo Bank, Ltd.

Since introducing TISI's CRM system in 2011, our bank has utilized it as a crucial infrastructure supporting our sales activities for 15 years. Through this proof of concept, which combines the system with generative AI, we aim to achieve improved sales productivity and sophistication by more accurately grasping customer situations and proposal directions. TISI possesses deep expertise in the financial industry and reliable technological capabilities to solve various challenges. We expect continued support from TISI as our trusted partner.

Iyo Bank, Ltd.

General Manager, Business Marketing Department

Takashi Yamauchi

About the "fcube" Financial Institution Solution

This is a collective term for financial institution solutions provided by TISI. In addition to the "CRM system," TISI offers call center systems, loan automated underwriting systems, and more, supporting not only regional financial institutions but also their customers, business partners, and related parties, as well as local businesses. Through extensive implementation experience, accumulated business know-how, and the utilization of the latest technologies, TISI contributes to realizing a rich and convenient daily life for local residents, solving the challenges of local businesses, and achieving sustainable business growth.

For more details, please refer to the following URL:

https://www2.tisi.jp/service/detail/fcube/

About TIS Inc. (https://www.tisi.jp/)

TIS Inc., part of the TIS INTEC Group, combines knowledge cultivated across diverse industries such as finance, manufacturing, distribution, services, public sector, and telecommunications with advanced technologies including AI to drive social transformation and value creation for over 4,500 clients. By offering more than 300 services and solutions both domestically and internationally, TIS addresses social issues such as labor shortages through operational efficiency and advancement, contributing to the realization of a sustainable society.

About TIS INTEC Group

The TIS INTEC Group, with over 20,000 employees worldwide, is committed to solving various social issues, including "financial inclusion," "urban concentration and regional decline," "decarbonization," and "health issues," under the slogan "Let's fulfill society's wishes with IT." By leveraging digital technology as a mover, the group creates new value and contributes to the realization of people's happiness and a sustainable, prosperous society.

※ Company names and product names mentioned are registered trademarks or trademarks of their respective companies.

※ Information provided is current as of the announcement date and may differ from the latest information.

◆ Contact for Service Inquiries

TIS Inc. Financial Business Unit 2 Banking Business Division

Banking Business Planning Department, Attn: Matsuda

E-mail: fcube-pr@tisi.jp