Develop Top Performing Financial Services Agents
Zenarate AI Coach develops confident top performing financial services agents through AI Conversation Simulation
Trusted by Leading Financial Institutions
Deliver Consistent Superior Customer Experiences Across Your Enterprise
Agents role-play with their personal unbiased AI Coach to master high-impact call types they will face with live customers
Customer Service
- Account Inquiries
- Late Fee Refund
- Password Reset
Customer Retention
- Account Closure Request
- Reduced Interest Offer
- Promotional Offer
Collections
- Overcoming RFD Objections
- Setting up Autopay
- Settlement Offer
Fraud
- Scam Victim
- Non-Authorized Transaction
- Filing a Claim
Banking Centers
- Setting up Future Appointments
- De-Escalating an Upset Customer
- Cross Sell at Banking Window
Wealth Management
- Service to Relationship
- Outbound Investment Discovery Call
- Financial Planning
Agents Master Critical Skills While Role-Playing with Their AI Coach
3 AI Coach Use Cases
Candidate Screening
Hiring managers see & hear candidates in action before they hire
New Hire Training
Develop confident prepared new hire agents before they speak with live customers & prospects
Tenured Agent Upskilling
Tenured agents return to live calls confident & proficient on call types & skills they previously struggled with
What our Financial Services clients are saying about their Zenarate AI Coach
How Does Zenarate AI Coach Work?
By helping people perform through AI Conversation Simulation
Zenarate AI Coach simulates any customer or prospect scenario immersing your agents in life-like conversations, while providing best & required practice coaching throughout the simulation training.
Engage
Agents engage with their personal unbiased Zenarate AI Coach on high-impact voice & chat scenarios they
will face with live customers & prospects.
Master
Agents master your high-impact scenarios, soft skills, and best & required practices by role-playing with their personal unbiased Zenarate AI Coach from home or office.
Perform
Your Zenarate AI Coach provides a Simulation Scorecard certifying agents who have mastered your best methods. Now your agents are ready to engage with live customers & prospects as confident top performers.
Contact Center & Training Leaders are Big Fans of Zenarate AI Coach
Easy-to-Deploy
- No personal or account information.
- No IT integration for test or enterprise rollout.
