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Training
Bankers, advisors, tellers, and reps can practice their toughest conversations, so they're better prepared for the moments that matter.
L&D or enablement teams can build highly relevant and realistic AI roleplays in minutes, tailored to their brand, customers, ways of working, and compliance and regulatory needs.
Bankers, advisors, and insurance agents practice explaining products clearly and having value-led conversations. Sales teams see up to 40% reduction in time-to-first-deal.
Rehearse talking with a customer who may be a scam victim but insists everything is fine. Staff learn to spot warning signs, stay empathetic, and protect the customer.
People leaders practice the career-defining conversations that impact entire teams. 85% of managers say UneeQ saves them time on training and coaching.
The customer may be getting scammed. Use your fraud detection skills to prevent it.
Big BFIS providers can take a while to change direction. Let us be the fastest-moving part of your L&D, with a responsive team and a platform ready for your toughest security review.
Straight answers to the questions banks, credit unions, wealth firms, and insurers ask about AI roleplay and coaching.
Yes. With our fast scenario builder, you upload product sheets, policies, or knowledge bases, describe the customer, and launch a scenario in minutes, not months. When a rate or rule changes, update the scenario the same day, so everyone practices with current information.
Yes. We have the highest published user recommendation score around at 94%. What's more, 90% of users say practicing with a digital human is less stressful than live roleplay with a manager or peer. Our team will be on hand to help you roll out your new roleplay program to help meet your usage and ROI requirements.
We're built for clearing the highest compliance hurdles. Every scenario is built from your own documents and policies, a manager can override any AI score, and version history keeps a record of every change. UneeQ is SOC 2 Type II and GDPR compliant, with single sign-on and role-based access, and your data never trains our models. See the details in our Trust Center.
Our specialized performance analytics turn each conversation into data, from product knowledge to eye contact, so you see who can actually handle the pressure. Endorsements and time and attempt limits show who's ready for real clients. UneeQ has a 95% training effectiveness score, and sales teams see up to a 40% reduction in time-to-first-deal.
Pricing is per seat, per month, with all features included. You can start with a 30-day free trial, or talk to our team about a quote for your firm.
Financial services runs on conversations, the easy ones and the hard ones. Let us show you how practice can become your secret weapon.
