Cross-Selling Financial Products

About the Case

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.

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
Utilizing strategies and techniques to successfully close sales and meet customer needs
Understanding and anticipating customer needs to provide tailored solutions
Conveying information clearly and effectively to facilitate understanding and engagement

Skills Assessed

Product Knowledge
Persuasion
Salesmanship
Customer Awareness
Communication Skills

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No technical knowledge required.

With the AI-Humans platform, create fully customizable AI-powered immersive scenarios for soft skills training. You have the power to:

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

Cross-Selling Financial Products

Character’s Role

Bank Client

User’s Role

Bank Teller

Scenario Location

Bank

Customize Your Case
No technical knowledge required.