AI-Powered Training for Financial Services

Prepare banking, wealth management, and insurance teams for the high-stakes conversations that build customer trust and protect your organization. Deploy realistic AI-powered practice tailored to your products, policies, and regulatory requirements—helping teams strengthen communication, reinforce compliance, and improve performance in a secure, controlled environment.

Book a demoStart a free trial

Empower Your Financial Services Teams

  • Financial Advisors

    Financial Advisors

    Practice client conversations around financial goals, risk tolerance, investment strategies, market volatility, and complex financial decisions while reinforcing trust and compliant communication.

  • Relationship Managers

    Relationship Managers

    Strengthen needs discovery, product recommendations, and objection handling across banking relationships, including conversations around credit needs, lending solutions, rates, and financing options.

  • Customer Service & Claims Teams

    Customer Service & Claims Teams

    Prepare for sensitive interactions involving account issues, fraud alerts, claims, coverage questions, payment concerns, and difficult outcomes while building empathy, accuracy, and consistency.

  • Team Leaders & Managers

    Team Leaders & Managers

    Use measurable conversation data to identify skill gaps, coach client-facing teams, reinforce compliance expectations, and improve readiness across roles and regions.

Build Confidence. Reinforce Compliance. Protect Trust.

  • Prepare for High-Stakes Conversations

    • Practice realistic customer and client interactions

    • Prepare for sensitive, complex, and challenging conversations

    • Build confidence before skills are put into practice

  • Reinforce Compliance & Consistency

    • Practice approved disclosures, policies, and messaging

    • Evaluate performance against customizable criteria

    • Reinforce consistent communication across teams and locations

  • Protect Data & Privacy

    • Support enterprise security and privacy requirements

    • Control access through user roles and permissions

    • Configure environments around organizational data requirements

  • Customize for Your Organization

    • Build scenarios around your products, policies, and processes

    • Customize customer personas, objectives, and evaluation criteria

    • Adapt practice for banking, insurance, wealth management, and more

  • Measure Conversation Readiness

    • Measure performance with customizable scorecards

    • Track readiness across individuals, teams, and regions

    • Identify skill gaps and opportunities for improvement

  • Scale Training Securely

    • Deliver consistent training across teams and regions

    • Support multilingual and distributed workforces

    • Integrate with existing learning environments

Achieve Global Adoption

  • Languages supported

    50 lanuages

  • Lms integrations

    100 integratins

  • Million minutes

Join the Teams Who've Run 610,000+ Role Plays in Rapport

KDDI Logo
MadameTussauds Logo
Qualcomm Logo

What our customers are saying

For the nursing program, we wanted our students to walk into their first real care coordination conversation having already practiced and received coaching feedback, and for our lecturers and professors to see objective cohort performance insights. The Rapport experience and team has been great for that.

Lee Mitchell

Research and Innovation consultant for Educational Technology at Boise State eCampus Center

Rapport allows us to create interactive environments that are engaging, dynamic, and scalable for thousands of users to acquire durable skills that can help build better human connections, driving organizational growth. It's one of the only platforms that effortlessly allows the integration of Generative AI capabilities in a rapid, scalable manner.

Arjun Nagendran

Co-founder, Relativ.ai

We're thrilled with the results we get using Rapport; it's been a game-changer for our animations. There's evidence to show that video content with AI avatars can outperform traditional online methods of teaching. We believe that content like this can be a catalyst for more individualized learning.

Dr. Deepak Sekar

Co-founder & CEO, Prof Jim 

Customer stories 

See Rapport for financial services in action

Book a demoStart a free trial

You May Also Like