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About the Case

Mr. Robert Smith has a long-term relationship with your bank. As his relationship manager, you consider it beneficial for him to get a financial review done but you can see he is skeptical about the idea. You need to communicate the value of this financial review and address the client’s concerns.  

Through this AI-powered scenario, practice proactive financial planning strategies and learn to tailor recommendations to meet the unique needs and preferences of individual clients. 

Learning Objectives:
  • Enhance the ability to communicate effectively with clients 
  • Furnish relevant information and resources to client 
  • Display knowledge about the bank products and services 
  • Build rapport with client to foster trust and loyalty 
  • Review client’s banking history to suggest beneficial services
Skills Assessed
  • Effective communication 
  • Client Education 
  • Product Knowledge and Recommendations 
  • Client relationship management  
  • Needs Assessment 

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No technical knowledge required.

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Financial Review Appointment

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