JapanFinance and insurance2026 – ongoingSan ju San Financial Group
bellSalesAI extracts items from sales-meeting audio into Salesforce at The San ju San Bank
The San ju San Bank cut meeting-record time by 10 to 30 minutes at branches with Bellface's AI, Bellface says
Problem
Bank staff spent 30 to 45 minutes writing up each sales meeting at branches, then entered the details into Salesforce.
Approach
The bank adopted bellSalesAI from Bellface. The tool takes the required items from recorded meeting audio and feeds them into Salesforce. The bank first planned it for investment trust and insurance meetings with individual clients. Corporate sales staff and head-office departments used it more, and use later spread to meeting minutes.
Results
Takeaway
A tool bought for retail-client meetings found heavier use among corporate sales and head-office staff.
Categories
- Industry
- Finance and insurance
- Business function
- Marketing and salesInternal work and knowledge management
- Innovation type
- Process innovation
- AI technology
- Generative AI
- Adoption
- Vendor solution
- Evidence
- Vendor case study
Sources
Source summaries
IT Leaders relayed Bellface's announcement that The San ju San Bank had adopted bellSalesAI. Branch sales staff cut record-writing time by 10 to 30 minutes from 30 to 45, and head-office staff by 30 to 60 minutes on average, with some over 60. A DX Strategy Department manager of the bank commented on the benefits in general terms.
Full details are in the original sources.
