Develop Top Performing Financial Services Agents Through Simulation Training
Zenarate AI Coach Simulation Training for Financial Services agents immerses agents in life-like Conversation, Screen, and Chat Simulations to master high-impact topics they will face with live customers and prospects
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
What our Financial Services clients are saying about their Zenarate AI Coach
Boosting Global Employee Skill Development
Improving New Hire Performance
Develop Confident Top Performing Agents in 15 Languages
Agents role-play with their AI Coach from anywhere in the world
Agents Engage with Their Personal Unbiased AI Coach from Home or Office with No IT Integration
The only IT requirements are a Chrome or Edge browser and a headset!
Primary AI Coach Use Cases
Pre-Hire Screening
Hiring managers hear candidates in action before they hire
New Hire Training
Develop confident prepared new hire agents before they speak with live customers
Tenured Agent Upskilling
Close tenured agent call type and skill gaps
Primary AI Coach Use Cases
Pre-Hire 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
Close tenured agent call type and skill gaps.
How Does Zenarate AI Coach Work?
Roleplay in Natural Language
Agents roleplay with their personal unbiased Zenarate AI Coach on high-impact conversation, software, and chat scenarios they will face with live customers.
Develop Call Skill Proficiency
Agents receive tone, soft skills, and best & required practice call skill coaching during or after their roleplay.
Deliver Superior Customer Experiences
Agents deliver consistent superior customer experiences and performance.
How Does Zenarate AI Coach Work?
Through AI-Powered Simulation Training:
Conversation ◊ Screen ◊ Chat
Zenarate AI Coach uses advanced AI to simulate any customer or prospect scenario, immersing agents in life-like conversation, screen, and chat simulation. And Zenarate AI Coach provides tone, soft skills, and best & required practice coaching throughout the simulation training.
Engage
Agents engage with their personal unbiased Zenarate AI Coach on high-impact conversation, screen, and chat scenarios they will face with live customers and prospects.
Master
Agents master your tone, 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 implementation
- Choose Self-Serve or Full-Serve Simulation Builder
