A client hesitates. Your advisor has 20 minutes to make the difference.
Complex products, regulatory compliance, high client expectations: every banking or insurance meeting is a moment of truth. Engramm trains your advisors on realistic AI roleplays so they master every interaction.
The banking client relationship cannot be improvised.
Duty of advice, complex products, commercial pressure and digitalization: the banking & insurance sector demands perfectly prepared advisors.
Duty of advice
MiFID II, IDD, duty of information: every recommendation must be justified and documented. An advisory error exposes the institution to sanctions.
Increasingly complex products
Life insurance, mortgages, retirement savings, health coverage: advisors must master a broad and constantly evolving product catalog.
Better-informed clients
Online comparators, neobanks, fintechs: clients arrive informed and demanding. The advisor must bring real added value.
Commercial pressure
Product targets, conversion rates, cross-selling: every meeting must be effective without ever sacrificing advice quality.
Extended networks
Hundreds of branches, thousands of advisors: deploying consistent training across the entire network is a major logistical challenge.
High turnover
Advisor turnover in branches requires fast and effective onboarding. Every new hire must be operational within weeks.
Advisors learn on the job, in front of clients.
Mandatory e-learning, a few annual role-plays and a lot of on-the-job learning. Without realistic practice, every client meeting is a live test.
From passive e-learning to meeting mastery.
Engramm replaces theoretical modules with active, measurable training, so every advisor is ready before meeting a client.
Unlimited practice
Your advisors practice with AI clients (retail, business, wealth), each with their own profile, expectations and objections. As many times as they want.
Built-in compliance
Every roleplay checks duty of advice compliance, recommendation traceability and regulatory adherence. No more oversights.
Network management
Real-time dashboard by branch, region and product line. Detailed scorecard after every session. You identify needs before they impact the client.
Roleplays calibrated for client meetings.
Each scenario replicates a real-world branch or client meeting situation, with field-level objections and complexity.
First mortgage meeting
Welcome a first-time buyer, qualify their project, present financing options and reassure about the process steps.
Wealth savings advisory
Conduct a discovery meeting with a demanding wealth client, recommend a coherent allocation and justify your choices.
Health & life insurance sale
Raise awareness with a reluctant client about coverage, overcome cost objections and demonstrate the value of protection.
Complaint handling
De-escalate an unhappy client after a loan refusal or claim dispute. Manage emotions and propose alternatives.
AML/CFT compliance
Detect money laundering warning signs, ask the right questions without alarming the client and apply KYC procedures.
Cross-selling & retention
Identify cross-selling opportunities during a review meeting, without giving the impression of pushing products.
Realistic and diverse clients.
Each AI persona has their own profile, expectations, financial literacy level and typical objections.
First-time buyer
Lucas M.29 years old, first property purchase, many questions, rate-sensitive
Wealth client
Mme Delacroix58 years old, diversified assets, demanding, compares with private banking
SME Director
M. RenaultBusiness owner, busy, looking for a fast and flexible financing solution
Unhappy client
Mme FaurePoorly handled claim, ready to cancel, expects immediate concrete answers
Create your own characters
Configure custom personas: client profile, assets, objections, difficulty level.
Train my teams →Concrete results for your networks.
Institutions using Engramm see rapid improvement in meeting quality.
Traditional training vs. Engramm.
What changes when training shifts from top-down e-learning to AI roleplay.
| Today | Engramm | |
|---|---|---|
| Meeting practice | ✕Rare peer role-plays, not very realistic | ✓Unlimited AI roleplays with realistic client profiles |
| New product | ✕E-learning module + quiz, slow assimilation | ✓Full learning path deployed in 72h (podcast, flashcards, quiz, roleplay) |
| Compliance | ✕Post-hoc control, often too late | ✓Automatically verified on every roleplay |
| Feedback | ✕Occasional manager feedback, often subjective | ✓Detailed scorecard + AI coaching after every session |
| Coverage | ✕10% of advisors observed per quarter | ✓100% of advisors trained and assessed continuously |
| Management | ✕Quarterly reporting, not very actionable | ✓Real-time dashboard by branch, region, product |
Ready to transform your network training?
Discover how Engramm adapts to the specifics of banking and insurance.