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Explaining Account Types
 
Banking Training Scenario

Explaining Account
Types

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

Character's Role
Customer
Your Role
Relationship Manager
Scenario Location
Relationship Manager's Office
Starting At
$75 / Month
1
Build
2
Interact
3
Assess
4
Debrief
5
Improve
About the case

Guide Customers to Financial Clarity

Freida Manning is a marketing executive in a reputed IT company. To better manage her home finances, she is planning to open a bank account. She is at the bank, meeting with a relationship manager to understand the types of accounts available for her to open one with.

As the relationship manager handling Ms. Manning’s enquiries, you need to provide her with all the information she needs and try to ensure that she leaves with a clear understanding of the options she has.

Learning Objectives
  • Paying close attention and understanding customer’s needs
  • Demonstrating clear knowledge of bank’s products and services
  • Being patient when handling customer’s multiple queries
  • Recommending products and services to suit customer’s personal needs
  • Ensuring the customer leaves with comprehensive understanding of options available
Relationship manager explaining bank account types to a customer

Skills Assessed

5 core competencies evaluated
Active Thinking
Product Knowledge
Patience
Personalization
Closing 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 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
Relationship manager discussing suitable bank account options

*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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