The Kiyo Bank,Ltd. has introduced Knowledge Work's AI sales meeting records and begun a trial of sales role-play using AI avatars. It aims to improve sales capabilities and operational efficiency by automating the preparation of meeting minutes and CRM entry.
The Kiyo Bank,Ltd. has decided to introduce sales meeting records using Knowledge Work's AI technology to improve sales capabilities and operational efficiency. Audio and video recordings of sales meetings will be automatically transcribed, summarized and used to support data entry, reducing the burden of record-keeping.
It has also begun a trial of sales role-play and feedback using AI avatars, with the aim of improving proposal and communication skills. The bank will assess the results through the trial beginning in May 2026 and aims to roll out the system across all branches.
As part of Knowledge Work's Sales AI product series, the system is expected to provide functions including automatic creation of sales meeting records, automatic CRM entry, integration with external systems and access-rights management. The role-play function will enable scenario setting, evaluation and feedback, and practical training.
The Kiyo Bank,Ltd. said it would share and analyze accumulated sales meeting data across the organization to improve customer-focused proposals, and indicated a policy of promoting sales transformation through support for frontline employees and ongoing product enhancements.