Under its management philosophy of being a "Service-Leading Company," Credit Saison provides optimal solutions for both individuals and corporations, ranging from credit card services to finance and asset management businesses.
The company sought to strengthen relationships with its diverse partners and clients and to formulate sales strategies based on an accurate understanding of transaction status. However, because transaction data was managed by master files categorized by product type within existing systems, the company had to manually consolidate data across different product lines. This created challenges regarding operational burden, speed, and data accuracy.

To address this, uSonar provided its customer data integration solution, uSonar, to automate the consolidation and unification of transaction data. Furthermore, by integrating uSonar with the Sales Force Automation (SFA) tool already in use at Credit Saison, the company successfully maintained high data accuracy within its SFA system on an ongoing basis.

Benefits of Implementation

① Achieved hierarchical management for a wide range of clients—from large corporations and SMEs to government agencies, schools, and the Self-Defense Forces—using 11-digit LBC codes.
② Enabled the formulation of sales strategies based on accurate transaction data, allowing for the visualization of upsell and cross-sell opportunities.
③ By integrating uSonar with the SFA, the company automated the attribution and updating of data within the SFA, realizing highly accurate data utilization.
④ By integrating the Quick Search API, an optional feature of uSonar, the company improved both the accuracy of data entry and overall system usability within the SFA.

Company Overview of Credit Saison

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