Financial Services
Solutions tailored to you and your team’s needs
Enhance Customer Experience
Strengthen agents' complex problem solving and active listening abilities to increase FCR & CSAT
Facilitate AI and GenAI Adoption
Understand AI strengths/weaknesses, develop appropriate trust in AI, and use it to boost productivity
Strengthen Frontline Leadership
Develop emerging leaders' ability to motivate, coach, and inspire their agents
Optimize Workforce Management
Support workforce management teams to execute analytics, presentations, and stakeholder management
Bring out the best in each team member and leader. Achieve unprecedented results.
Tailored to your division. Personalized to each team member.
Sample of Roles from Supported Divisions
Challenge
AI-Powered Simulation
Practices consultative selling
Ashley hones her consultative approach to customer conversations to deepen relationships and uncover unserved needs. Our AI-powered simulations offer a sandbox environment to iteratively practice, get instant feedback, and build confidence.
1:1 Professional Coaching
Builds confidence and adaptability
Ashley and her dedicated coach are focused on building Ashley's professional confidence to succeed as a universal banker. Our 1:1 coaching plays a critical role in supporting team members to develop the capabilities, mindsets, and confidence they need to achieve the next level of performance and impact.
Tailored Career Guidance
Sees connection between high performance today and greater opportunities tomorrow
Ashley is motivated to excel because she has clear visibility into how her professional growth today is connected to the career she wants to build at her company. Our career pathing is designed to clarify a motivating career direction within the company and provide actionable steps towards standing out as a high-performer ready to succeed at the next level.
College Credits
Earns college credit and credentials from top universities
Team members additionally benefit from the opportunity to earn college credit and university credentials as an additional reward for investing time and effort in continuous professional development.
Challenge
AI-Powered Simulation
Practices giving constructive feedback
Jacob hones his ability to deliver effective feedback and navigate difficult conversations with his direct reports. Our AI-powered simulations offer a sandbox environment to iteratively practice, get instant feedback, and build confidence.
1:1 Professional Coaching
Develops change management abilities
Jacob and his dedicated coach are focused on Jacob's ability to navigate and lead change effectively as a frontline supervisor. Our 1:1 coaching plays a critical role in supporting emerging leaders to develop the capabilities, mindsets, and confidence they need to achieve the next level of performance and impact.
Tailored Career Guidance
Sees connection between high performance today and greater opportunities tomorrow
Jacob is motivated to excel because he has clear visibility into how his professional growth today is connected to the career he wants to build at his company. Our career pathing is designed to clarify a motivating career direction within the company and provide actionable steps towards standing out as a high-performer ready to succeed at the next level.
College Credits
Earns college credit and credentials from top universities
Team members additionally benefit from the opportunity to earn college credit and university credentials as an additional reward for investing time and effort in continuous professional development.
Challenge
AI-Powered Simulation
Identifies patterns with data
Aimee hones her ability to analyze complex datasets and confidently identify outliers & unusual patterns. Our AI-powered simulations offer a sandbox environment to iteratively practice, get instant feedback, and build confidence.
1:1 Professional Coaching
Develops adaptability & hones investigative approach
Aimee and her dedicated coach are honing her investigative approach with active listening & hypothesis-driven thinking. She is also developing her learning agility to keep up with the rapid evolution of fraud. Our 1:1 coaching plays a critical role in supporting team members to develop the capabilities, mindsets, and confidence they need to achieve the next level of performance and impact.
Tailored Career Guidance
Sees connection between high performance today and greater opportunities tomorrow
Aimee is motivated to excel because she has clear visibility into how her professional growth today is connected to the career she wants to build at her company. Our career pathing is designed to clarify a motivating career direction within the company and provide actionable steps towards standing out as a high-performer ready to succeed at the next level.
College Credits
Earns college credit and credentials from top universities
Team members additionally benefit from the opportunity to earn college credit and university credentials as an additional reward for investing time and effort in continuous professional development.
Unlock everyday wins for every team member
Exceed customer expectations with teams trained on high-value capabilities and mindsets
Sample Roles & Capabilities Developed
Professional Foundations
- Develop the mindsets and behaviors of an Impact Player
- Understand common misconceptions about career growth
- Build an effective relationship with your manager and peers
Adaptability and Change Management
- Proactively seek feedback and adapt with feedback
- Navigate ambiguity independently
- Establish working use of a growth vs. fixed mindset
- Demonstrate willingness and ability to adapt to change
Problem-Solving and Judgement
- Uncover root cause; separating cause from symptoms
- Apply problem solving processes to workplace scenarios
- Practice structuring the evaluation of complex decisions
- Develop judgement adhering to or modifying processes and when to escalate
Customer-Centric Communication
- Effectively leverage both verbal and written communication
- Adapt message and tone to audience
- Support customers to identify practical, workable solutions
- Use range of conflict management styles
- Proactively de-escalate
Managing Time and Stress
- Implement time management strategies
- Prioritize tasks based on urgency level
- Practice strategies to increase attention to detail
- Practice emotional regulation & stress management
Purpose-built to serve frontline teams and leaders
Off-the-Clock & Loved by Team Members
Team members love our programs offered as off-the-clock benefits, letting you support non-exempt employees without extra costs or FLSA pay obligations.
A Program Tailored to Your Needs
Tailored to your organization’s goals and culture, our programs ensure effective learning. Our curriculum and coaching help you achieve measurable progress for each team member or division.
Real-Time Insight into Team Growth & Success
Gain insights into each team member’s progress to better motivate them. See who’s stepping up, verify skills, and track how your team improves to deliver customer wins.
Easy Setup & Scale Up without PII Exchanges
Easy to set up without any PII exchange—team members simply opt-in with their name and email. Requiring only an NDA and purchase order, our setup is simple and fast.