AI role play for banking and financial services
Your relationship managers practise branch and private banking conversations with an AI avatar: advising clearly, answering objections and sticking to what can and can’t be said.
Voice simulation
On this page
The conversations that matter most
They are the ones your team has every week and the hardest to practise without a customer in front of them. With AI Role Play they are rehearsed by voice, with an avatar that reacts to what is said.
Explaining a mortgage, a fund or a savings product clearly and without promising returns.
Answering when the customer compares you with another bank or an online bank.
Understanding what happened and what it would take for them to stay.
Uncovering needs and goals before talking about products.
Helping a customer upset about a charge or an error without damaging the relationship.
What the feedback assesses
At the end of each conversation, personalised and objective feedback arrives. For this industry we usually start with these modules, and others can be chosen:
Do you uncover the customer’s needs, concerns and interests with strategic questions?
Do you avoid the words and messages you must not use for commercial or compliance reasons?
Do you answer questions about your product or service with confidence?
Do you handle every objection with the right arguments?
Scenarios to start with
Three conversations from the library that fit banking. Each one adapts to your product and your customers.
SalesBy voiceDiscovery call with a CFO
Elena, Chief Financial Officer. Services company with 400 employees. She has 20 minutes.
See scenario →
SalesBy voicePrice objection
Marta, Head of Procurement. Industrial company comparing three suppliers.
See scenario →
Customer serviceBy voiceAngry customer
Javier, customer with an incident. Three days without service and his second call.
See scenario →Game Strategies in banking
AI Role Play is a Game Strategies product, and Game Strategies has spent 20 years training teams with simulators. In this industry there are published case studies like these:
+40% annual new business acquisition · 262 people trained · 99% completion
+17% contracts signed · +39% customer meetings closed (data reported by the client during 2024)
These case studies are from other Game Strategies solutions (training video games and simulators), not from AI Role Play. The only published AI Role Play case study is that of an insurance sales network. See the AI Role Play case study.
How it adapts to your company
- Type of role play and modules. Sales meeting, presentation, objection handling or product knowledge, and what the feedback assesses.
- Avatar and setting. Hyper-realistic or animated, from the library, in your team’s language.
- Your information. Product, company and ideal customer, with their interests, questions and objections.
Frequently asked questions
Can we practise with our own products and rules?
Yes. You describe the product and the customer profile, add the usual objections, and the forbidden messages module assesses what your commercial policy doesn’t allow to be said.
Can I adapt the conversations to my company?
Yes. You define the other person’s profile, describe your product or service and add interests, questions and objections so the simulation feels like your team’s real conversations.
In which languages can people practise?
In Spanish, English, French, German, Italian, Portuguese, Dutch and Chinese.
