AI sales-training for financial advisors
Rehearse the hard conversations — before they happen for real.
An AI plays the client. Your advisor does the talking — by text, voice, or live video. Every session is scored, coached, and recorded.
Practice in a zero-risk environment — and the audit trail to prove your team is ready.
What it does
A realistic client, ready whenever your advisors need the reps.
Live client meetings are the worst place to practice — the stakes are real and there's no rewind. Advisor Roleplay Studio gives your team somewhere safe to get it wrong, and everything you need to prove they got it right.
AI clients, on demand
Build assignments around a persona, a product context, and a difficulty tier — Easy, Medium, or Hard. The AI stays in character, and no two runs are identical.
Text, voice, or live video
Advisors type, speak with built-in voice input, or hold a real-time conversation with a talking avatar. Face-to-face reps that feel like the real thing.
Required-phrase tracking
Define the disclosures, value statements, and discovery questions that must land — then watch a live scorecard verify them the moment the advisor says them.
AI coaching report
Every session ends with a structured debrief: an overall verdict, what went well, where the client was lost, and which required phrases were missed.
Compliance-grade audit trail
Every transcript, phrase hit, and report is persisted and reviewable. Built for regulated financial services — proof of training is one click away.
Multi-tenant & white-label
Isolate every client org in its own tenant with four roles. Each tenant brands the experience with its own colors and logo; reporters see only their own activity.
How it works
Build once, practice endlessly, review with confidence.
Build the assignment
An admin sets the client persona, the product context, the difficulty, and the required talking points advisors need to hit.
Advisors practice
Reps run the conversation as themselves — by text, voice, or live video — as many times as it takes to get it right.
Review & report
Managers get coaching reports, phrase-level scoring, and a full recorded transcript for every session across the tenant.
Why it wins
Real practice beats good intentions.
Practice like it's real, so the real thing goes right.
Realistic AI clients, live coaching, and a complete audit trail — everything your advisors need to walk into the real conversation ready.