Knowledge Work Launches Financial Sales Package Integrated with Agentforce
Knowledge Work, Inc. has partnered with Salesforce Japan to launch a financial sales package integrated with Agentforce. By leveraging AI to assist with complex regulations, product knowledge, and compliance, the solution aims to accelerate the onboarding of sales personnel, standardize sales quality, and improve productivity.
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- 📰 Published: May 27, 2026 at 10:20
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Knowledge Work, Inc. (Headquarters: Minato-ku, Tokyo; CEO: Koji Asano), driven by the mission 'LIFE WITH ENABLEMENT: Delivering days filled with the joy of achievement,' has collaborated with Salesforce Japan Co., Ltd. (Headquarters: Chiyoda-ku, Tokyo; Chairman and President: Shinichi Koide, hereinafter 'Salesforce') to launch a financial sales package that seamlessly integrates Agentforce with Knowledge Work's platform.
By combining Salesforce's Agentforce with Knowledge Work's sales AI products, the solution enables the rapid development of sales talent and ensures strict compliance in financial sales.
Background of the Collaboration
In the financial industry, the difficulty of training sales personnel is increasing due to heightened compliance requirements and the complexity of products and regulations. Issues such as inconsistent sales quality and reliance on individual expertise have become apparent, creating a need for a new sales infrastructure powered by AI.
Against this backdrop, by combining Salesforce's specialized functions for financial institutions and practical AI agent capabilities with Knowledge Work's sales enablement expertise and superior UI/UX, we believe AI can effectively accompany and support sales activities.
Through this initiative, we aim to standardize sales quality and improve productivity by providing appropriate information and action support to each individual sales representative.
Comments from Executive Officer VP, Account Manager for Financial Industry: Shinichiro Hirose
In financial sales, professionals are required to make high-level judgments daily—not just regarding product and regulatory knowledge, but also on 'how to explain' and 'what risks to consider.' Furthermore, they must continuously adapt to market conditions and regulatory changes, placing a heavy information burden on the front lines.
Training sales talent in this industry is uniquely difficult because much of the knowledge—such as how to explain things based on customer situations, compliance considerations, and risk assessment during proposals—is tacit knowledge acquired through experience. Consequently, there is a high dependency on experienced staff and managers, leading to silos in training and sales quality.
We aim to use AI as a 'co-pilot' to deliver the knowledge cultivated in the field at the right time, supporting each individual's judgment and customer interaction. Through this collaboration, we strive to create an environment where anyone, regardless of their years of experience, can make high-quality proposals with confidence.
Sales AI Product Series 'Knowledge Work'
Knowledge Work provides its 'Sales AX Solutions' through two pillars: the 'Knowledge Work' sales AI product series and the 'Knowledge Work X' sales AX consulting series.
The 'Knowledge Work' series offers multiple AI products across various sales support domains. Customers can select and combine the AI products necessary for their specific needs.
'Knowledge Work' is currently utilized by large enterprises and growing companies to support their sales operations.
To ensure the safety and security of our users, we have obtained international certifications for information security regarding our cloud services:
- ISO 27001 (ISMS)
- ISO 27017 (Cloud Security Certification)
- ISO 27701 (Privacy Certification)
- SOC 2 Type1 (Security, Availability, Confidentiality, Processing Integrity, and Privacy)
About Knowledge Work, Inc.
Knowledge Work is a startup that supports the enablement (creation of results and improvement of capabilities) of workers, with the mission 'LIFE WITH ENABLEMENT: Delivering days filled with the joy of achievement.'
We provide 'Sales AX Solutions' primarily to large enterprises to realize sales transformation that enables sales representatives to grow and produce results.
Our 'Knowledge Work' sales AI product series has been implemented by large enterprises such as Mizuho Bank and Nissin Foods, with thousands of users. In addition to our AI products, we promote field transformation in sales departments through our 'Knowledge Work X' sales AX consulting series.
By combining Salesforce's Agentforce with Knowledge Work's sales AI products, the solution enables the rapid development of sales talent and ensures strict compliance in financial sales.
Background of the Collaboration
In the financial industry, the difficulty of training sales personnel is increasing due to heightened compliance requirements and the complexity of products and regulations. Issues such as inconsistent sales quality and reliance on individual expertise have become apparent, creating a need for a new sales infrastructure powered by AI.
Against this backdrop, by combining Salesforce's specialized functions for financial institutions and practical AI agent capabilities with Knowledge Work's sales enablement expertise and superior UI/UX, we believe AI can effectively accompany and support sales activities.
Through this initiative, we aim to standardize sales quality and improve productivity by providing appropriate information and action support to each individual sales representative.
Comments from Executive Officer VP, Account Manager for Financial Industry: Shinichiro Hirose
In financial sales, professionals are required to make high-level judgments daily—not just regarding product and regulatory knowledge, but also on 'how to explain' and 'what risks to consider.' Furthermore, they must continuously adapt to market conditions and regulatory changes, placing a heavy information burden on the front lines.
Training sales talent in this industry is uniquely difficult because much of the knowledge—such as how to explain things based on customer situations, compliance considerations, and risk assessment during proposals—is tacit knowledge acquired through experience. Consequently, there is a high dependency on experienced staff and managers, leading to silos in training and sales quality.
We aim to use AI as a 'co-pilot' to deliver the knowledge cultivated in the field at the right time, supporting each individual's judgment and customer interaction. Through this collaboration, we strive to create an environment where anyone, regardless of their years of experience, can make high-quality proposals with confidence.
Sales AI Product Series 'Knowledge Work'
Knowledge Work provides its 'Sales AX Solutions' through two pillars: the 'Knowledge Work' sales AI product series and the 'Knowledge Work X' sales AX consulting series.
The 'Knowledge Work' series offers multiple AI products across various sales support domains. Customers can select and combine the AI products necessary for their specific needs.
'Knowledge Work' is currently utilized by large enterprises and growing companies to support their sales operations.
To ensure the safety and security of our users, we have obtained international certifications for information security regarding our cloud services:
- ISO 27001 (ISMS)
- ISO 27017 (Cloud Security Certification)
- ISO 27701 (Privacy Certification)
- SOC 2 Type1 (Security, Availability, Confidentiality, Processing Integrity, and Privacy)
About Knowledge Work, Inc.
Knowledge Work is a startup that supports the enablement (creation of results and improvement of capabilities) of workers, with the mission 'LIFE WITH ENABLEMENT: Delivering days filled with the joy of achievement.'
We provide 'Sales AX Solutions' primarily to large enterprises to realize sales transformation that enables sales representatives to grow and produce results.
Our 'Knowledge Work' sales AI product series has been implemented by large enterprises such as Mizuho Bank and Nissin Foods, with thousands of users. In addition to our AI products, we promote field transformation in sales departments through our 'Knowledge Work X' sales AX consulting series.
FAQ
How is this relevant to the Taiwanese financial market?
Taiwanese financial institutions face similar challenges regarding compliance and sales efficiency, making this a valuable case study for AI agent adoption.