Financial Review Appointment

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.

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

Financial Review Appointment

Character’s Role

Client

User’s Role

Banking Relationship Manager

Scenario Location

Banking Executive Office

Customize Your Case
No technical knowledge required.