Financial Services
Superior Customer Experience and Results
Contact center leaders across the Financial Services landscape are turning to our skill-based learning solution, AI Coach to address the growing complexities and challenges of customer service and in branch interactions. Whether it’s banking account inquiries, collections settlements, or security and fraud management, your agents require the training and development that delivers the best customer experience and results possible.
Customer Service
- Account Closure Request
- Reduced Interest Offer
- Promotional Offer
Customer Retention
- Account Closure Request
- Reduced Interest Offer
- Promotional Offer
Collections
- Overcoming RFD Objections
- Setting up Autopay
- Settlement Offer
Fraud
- Scam Victim
- Non-Authorized Transaction
- Filing a Claim
Banking Centers
- Setting up Future Appointments
- De-Escalating an Upset Customer
- Cross Sell at Banking Window
Wealth Management
- Service to Relationship
- Outbound Investment Discovery Call
- Financial Planning
"I can say that this system is definitely top tier! Because the team was practicing using this system, none missed HIPAA and are able to show empathy much better. They also feel really confident taking live calls due to using Zenerate system. It is a confidence and morale booster for sure!"
Jerrel Grafton
Training Manager
Training Manager
“Zenarate AI CoachTM immediately improved agent active listening and delivering service with empathy”
James Unger
Sr. Manager of Global Training
Sr. Manager of Global Training
“With Zenarate AI CoachTM our agents are hitting the floor at much higher level of performance”
Matt Wheeler
Instructional Design Manager
Instructional Design Manager
"Zenarate allows us to bridge a gap for additional practice for new hires right out of training as well as provides refresher content for the tenured staff"
Max Feil
Global Head of Customer Service & Contact Centers
Global Head of Customer Service & Contact Centers
"Zenarate AI CoachTM has been excellent for our Team. We've deployed it across 4 contact centers. Being able to deploy it across multiple centers and departments at great speed is very helpful to our Team."
Tom Nusspickel
Chief Operating Officer,
Chief Operating Officer,
40-70%
Faster Speed to Proficiency
20-50%
CSAT/NPS Scores
10-40%
Lower Employee Attrition
Webinar
USAA & Zenarate – How the Right Training Methodology Can Accelerate Contact Center Excellence
Today’s contact center leaders face growing challenges with new agent hiring and onboarding, emphasizing the importance of effective and efficient training methodologies that can accelerate an agent’s speed to proficiency.
White Paper
Banking Agent Training Turns Crisis into Opportunity
- June 3 – 6, 2024
- 11 AM PST | 12 PM MT | 2 PM PST
- Caesars Forum, Las Vegas, NV, USA
Download this White Paper on How Better Banking Agent Training Drives Industry-Leading Contact Center Metrics, to understand how active learning methods like AI Simulation Training, positively contribute to the employee experience!
Award Winning Simulation Training & Coaching Software
Zenarate AI Coach has been excellent for our Team. We've deployed it across 4 contact centers. Being able to deploy it across multiple centers and departments at great speed is very helpful to our Team.
Thomas N.
Chief Operating Officer at American First Finance
Zenarate changed the face of our training. Being able to have our agents practice live call scenarios to gain confidence and speed to proficiency has been invaluable to our Training.
Robb G.
Director of Talent Development
Cutting edge coaching tool! The on-demand availability is a critical component for our call centers and training environment. Zenarate is building confidence in our learners and conversational fluency with customers.
Brooke C.
Business Change Director