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Practice advice where clarity and trust are decisive.
Help advisors understand the customer's situation, explain complex choices and give relevant advice within clear boundaries.
AI podcasts, conversations and roleplays – built around your everyday work.
Advising a customer renegotiating their mortgage
- Role and background
- Customer with a mortgage and a changed family situation
- Primary need
- Understand what the terms mean per month
- Objections
- Has seen a lower rate at another bank
The customer’s opening line
“What does this actually mean for me?”
Illustration of an exercise plan. The practice takes place in a voice conversation, with feedback afterwards.
Your decisive customer interactions.
The moments that shape the experience.
Four examples of interactions with customers that your team can practice. Choose a situation from your everyday work.
Training scenario 01
The customer calls about the interest rate, but the question is really about whether their finances will hold.
Choose situation
What a Journey can look like
A new insurance product launches.
Build product knowledge, assess advisors' understanding and practice the explanation with AI customers in different life situations.
See how a Journey is built →The activities in the Journey
01 · EpisodeThe new insurance product and what it is for
02 · FlashcardsCoverage, exclusions and deductibles
03 · CoachingExplain a policy term in plain language
04 · RoleplayA customer is unsure what the insurance covers
05 · ChallengeCheck the customer’s understanding and reflect without personal data
Illustrative training plan. Choose the activities you need. In Challenges, participants receive feedback on their reflection.
Onboarding in banking & insurance · New advisor
New advisors who make complex decisions easier to understand.
Regulations and products require a thoughtful introduction. Onboarding lets new advisors practice the conversation in parallel, so they can turn knowledge into clear advice.
Roleplay
A worried customer who doesn’t understand the terms
Challenge
Summarize the customer’s decision in the customer’s own words in three meetings
The roles.
For the teams who work with customers.
Bank advisors
Makes complex choices understandable and gives advice the customer can stand behind – within the rules.
Insurance advisors
Explains terms and differences so the customer knows what applies before anything happens.
Customer service
Meets the customer’s worry on the phone and in chat and knows when a case should go on to advisory.
Branch managers
Reviews advice exercises in Insights and selects products or explanations for the team to revisit.
And for the leaders who support those teams in their daily work with customers.
Practice the situations. See what needs reinforcing.
Book a demoFrom everyday moments to capability.
This is what it sounds like when customers ask.
Start with questions your team faces and your reviewed answers. Let employees practice explaining, listening and finding the next step.
- “What will it be for me per month?”
- “What’s the difference between the two policies?”
- “What happens if I can’t pay?”
- “Is this right for my situation?”
- “Why do you need so much information?”
Start with your needs.
Practice, assess or understand?
Training results show how the exercises went. Use Assessments to test against your requirements, and Studies to explore customers’ and employees’ own perspectives.
Practice the conversations
Practice needs analysis, complex explanations, risk, objections and difficult messages.
Coaching and Roleplay give people space to practice. Follow participation and exercise results in Insights.
Example: A mortgage customer has seen a lower rate at another bank.
Explore Roleplay →Assess against your requirements
Assess knowledge of products, terms, processes, advisory principles and the relevant limitations.
Use an Assessment Journey when passing status matters. You set the criteria; every required activity must be passed.
Example: Can the advisor explain the terms so the customer actually understands them?
Explore Assessments →Explore people’s experiences
Understand which choices customers struggle to understand and where advisors need better support.
Studies gathers perspectives through interviews and has its own report. You can start here without previous training data.
Example: Which choices do customers find hardest to understand – and where do advisors need support?
Explore Studies →Start where it matters to you.
Six products for different needs. Use one or combine several – you do not need to start with the whole platform.
Shared platform features
Popscale does not provide financial advice and does not determine which advice is permitted. Training is based on the business's approved products, rules and processes.
Book a demo.
What does your team need for the next conversation with customers?
Our standard demo shows how Popscale works. We also discuss which parts are relevant to your organization.
Send a request and we will get in touch to arrange a time. You do not need to prepare any material.