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
Agents master call types such as ...
- Account Inquiries
- Late Fee Refund
- Password Reset
Customer Retention
Agents master call types such as ...
- Account Closure Request
- Reduced Interest Offer
- Promotional Offer
Collections
Agents master call types such as ...
- Overcoming RFD Objections
- Setting up Autopay
- Settlement Offer
Fraud
Agents master call types such as ...
- Scam Victim
- Non-Authorized Transaction
- Filing a Claim
Banking Centers
Agents master topics such as ...
- Setting up Future Appointments
- De-Escalating an Upset Customer
- Cross Sell at Banking Window
Wealth Management
Agents master call types such as ...
- 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
"We saw an immediate increase in our global teams' ability to deliver expected communications. And we saw an immediate improvement in critical skill proficiencies such as active listening and delivering service with empathy."
James Unger
Sr. Manager of Global Training
Improving New Hire Performance
"In partnering with Zenarate, we saw immediate lift after new hires interacted with our AI Coach. Our agents are hitting the floor at a much higher level of performance."
Matt Wheeler
Instructional Design Manager
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 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?
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.
- Light lift story build & change management.
