Full-Scale Launch of Field-Led DX and AI Utilization Project: AI Agents and Wealth Consultants Co-create to Expand Client Engagement Time

Aoyama Zaisan Networks, a firm providing property consulting for individual investors and business owners, has officially launched a field-led DX and AI utilization project aimed at expanding client engagement time. In 2024, the company established a cross-departmental 'DX Promotion Office,' positioning DX not merely as operational efficiency, but as a business model transformation to create more time for client interaction. The initiative redesigns consulting workflows, using AI agents to streamline routine tasks like document creation and information organization. This allows consultants to focus more on client proposals and decision-making support. By reallocating time to direct dialogue, the company aims to strengthen its core service value. The project emphasizes a bottom-up approach where field departments redesign their own workflows to co-create with AI agents. Moving forward, the company plans to systematize these insights to build a sustainable framework for continuous business improvement.