AI avatars for financial services

Strengthen communication, compliance, and customer trust through real-time, two-way expressive conversations across banking, insurance, wealth management, and more.

How financial services uses Rapport

  • Strengthen customer communication and trust

    Use role play about loans, claims, investments, and sensitive financial decisions—building clarity, confidence, and trust with clients.

  • Improve compliance and regulatory conversations

    Employees can practice explaining disclosures, regulations, and scripts through guided simulations that reinforce accuracy and consistency.

  • Ensure consistent training across branches and teams

    Create simulations once and deliver them anywhere so every advisor, banker, or agent follows the same communication and compliance.

  • Prepare reps for high-stakes moments

    Simulations help staff handle escalations, fraud alerts, denied claims, and difficult customer interactions.

  • Upskill advisors on complex products

    Role play helps advisors break down financial products, risk profiles, and policy details in a clear, compliant, client-friendly way.

  • Onboard faster with hands-on practice

    New hires get simulations for sales calls, service scenarios, and account questions—helping them ramp faster and make fewer real-world mistakes.

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Customer stories 

See Rapport in action

Of the systems we tested, Rapport was by far the easiest to use and connects seamlessly with a host of services. Rapport’s facial animation combined with its low latency and real-time responses helps us bring a new level of realism to our Virtual Humans creating truly immersive experiences.”

Nils Hellberg

CTO, Virti

See Rapport for financial services in action

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