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.

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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+ languages

  • Lms integrations

    100+ integrations

  • Million minutes

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

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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 offers a unique platform for creating and managing avatars that enhance user interaction. Its intuitive interface and robust features make it an ideal choice for businesses looking to innovate their customer engagement strategies. It has intelligent and real-time interaction that adapts to the user’s mood, be it enthusiastic or more subdued. I also appreciate that Rapport is easy to use and quick to set up, with a straightforward integration process.

James B.

Head of Practice – AI and Automation · Mid-Market (51–1,000 employees)

“It adapts to me, and I can build within a framework that fits what I need. It's also super easy to work with when setting everything up. As a side note, my team loves it as well.”

Verified Reviewer

Small Business (50 or fewer employees)

The collaboration with the Rapport team, with a ton of support, has been incredibly valuable. The conversations with the avatars have been made to mimic real life conversations.

Ava F.

Clinical Associate Professor · Mid-Market (51–1,000 employees)

“I like using Rapport's AI avatar to have students discuss their submitted work and the ability to download the transcript to analyse what they've learned. ... I appreciate that the team understands what I need, responds quickly to avatar tweaks, and handles challenges well. Setup was very easy, and the Rapport team gave me great support.”

Lynette T.

Enterprise (1,000+ employees)

If you're in the business of building AI models, and want an interface that allows natural, engaging interaction with the AI models, look no further. This is an amazing product, with a great team, great support, and an incredibly well thought out architecture, optimized for scale.

Verified Reviewer

Training & Coaching, Small Business (50 or fewer employees)

Customer Stories 

See Rapport for financial services in action

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