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Cross-Selling Financial Products
 
Banking Training Scenario

Cross-Selling Financial
Products

Practice handling difficult banking situations with AI-powered virtual characters. Build confidence before real encounters.

Character's Role
Bank Client
Your Role
Bank Teller
Scenario Location
Bank
Starting At
$75 / Month
1
Build
2
Interact
3
Assess
4
Debrief
5
Improve
About the case

Master Financial Product Sales

Logan Ashford, a 31-year-old software developer in Boston, is at the bank for a routine transaction. The teller suggests additional financial products, like savings plans or investment options. Logan is interested but has concerns about risks and fees.

As the bank teller, you need to address Logan's concerns, provide clear information about the products, and help him make an informed decision through effective banking customer service training.

Learning Objectives
  • Understanding and effectively conveying detailed information about products or services
  • Convincing others to act or adopt a viewpoint through logical reasoning and appeal using banking sales training.
  • Utilizing strategies and techniques to successfully close sales and meet customer needs through banking sales training.
  • Understanding and anticipating customer needs to provide tailored solutions with banking customer service training.
  • Conveying information clearly and effectively to facilitate understanding and engagement using banking communication skills.
AI banking training scenario for cross-selling financial products

Skills Assessed

5 core competencies evaluated
Product Knowledge
Persuasion
Salesmanship
Customer Awareness
Banking Communication Skills
Process

How It Works

01
Review objectives
Understand what you'll practise and how you'll be assessed before you begin.
02
Enter the conversation
Speak naturally with your AI-powered virtual character in real time.
03
AI responds dynamically
Every conversation adapts to what you say — no two runs are alike.
04
Receive your report
Get scored feedback on communication, empathy and professionalism.
05
Practice again
Unlimited attempts — every run is a different conversation.
Fully Customizable

Make it
your own

No coding. No technical knowledge required.

Create fully customizable AI-powered scenarios for banking soft skills training. You have the power to tailor every detail to your organization's exact needs.

  • Outline the case details
  • Define assessment rubrics
  • Select a character of your choice
  • Define user and character roles
  • Select virtual location suitable to case
Customize your banking case

*Customization not included in standard package. Please Schedule a Call for custom quote.

Practice Before
It Matters

Build confidence through realistic AI-powered conversations.

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