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Transform Sales And Client Relationships

AI-Powered

Training For

Financial

Services

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Practice real-world sales and client interactions through customizable AI-driven role-play scenarios.

Built for Financial Services

Trusted by 7,000+ Companies

Prepare internal and external wholesalers to build stronger connections with advisors. Training focuses on perfecting product pitches, addressing objections with ease, and driving engagement to boost pipeline performance and close more deals.

Redefine training with AI-powered tools that let teams practice real-world client interactions in a safe, controlled environment. Through customizable roleplay scenarios, instant feedback, and detailed performance tracking, financial services firms can refine skills, address gaps, and build stronger client relationships. Designed for scalability, the platform equips teams to handle every interaction with confidence and deliver consistent, measurable results.

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Faster Ramp Time

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The Platform

Master Client Conversations

Equip your managers with a platform that delivers clear insights and reliable results. Every tool works together to create an effective, measurable training environment.

See the Platform

Describe the conversation you want your team to practice, and our Bot Builder brings it to life with natural voices, real-world objections, and custom success criteria.

Bot Builder

Step into lifelike client interactions with AI role-play that simulate real challenges, giving your team a safe space to practice, learn, and build genuine confidence.

AI-Driven Roleplay

Measure what matters with clear, personalized benchmarks to track progress, spotlight strengths, and identify areas for improvement.

Custom Scorecard

Get actionable insights after each session that breaks down performance in plain language, so your team knows exactly how to improve.

Instant Feedback & Coaching

Easily track your team's progress with clear metrics. Identify skill versus will issues and pinpoint opportunities for targeted coaching.

Performance Analytics

Use Cases

Practice Every Interaction Before It Counts

Evalu8 prepares teams for every interaction with tools and training needed to build trust, overcome objections, and improve performance.

Stop Practicing on Your Prospects

Cold Interactions

Prepare for cold calls with realistic scenarios that teach teams to overcome objections, build rapport, and book meetings with confidence.

Turn Conversations Into Relationships

Warm Interactions

Refine your approach to warm leads by mastering discovery calls, addressing client needs, and positioning solutions that build trust and loyalty.objections, build rapport, and book meetings with confidence.

Navigate High-Stakes Interactions

Complex Client Scenarios

Teams learn to manage competing priorities, align diverse interests, and handle complex client dynamics with professionalism and clarity.

Sell More Without the Pressure

Upselling And Cross-Selling

Practice tailored conversations that identify client needs, position solutions effectively, and create seamless upselling and cross-selling opportunities.

Explore All Use Cases

Elevate your team's performance.

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Solutions

Tailored For Every Stage Of Growth

Our training solutions are designed to meet your firm’s unique needs at every level, from refining critical sales skills and developing strong leaders to onboarding new hires faster and improving client relationships,

Skill Development

Leadership Training

Relationship Management

Recruiting

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Ready to

Elevate

Your Team's Performance?

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