UFF: accelerating the upskilling of wealth management advisors

With muchbetter.ai, UFF trains its wealth management advisors in needs discovery and in building tailored solutions through targeted simulations (objection handling and referral conversations). Result: faster training and a stronger sales posture in an increasingly complex role.

1,000+

Simulations completed during the latest campaign

+25%

average improvement in needs discovery

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A successful partnership with UFF

Core challenge

Deployment

Solution

Measured impact

Core challenge

Deployment

Solution

Measured impact

A word from the UFF teams

Feedback on a successful transformation

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Our other success stories

Discover how our customers go from good to great

With muchbetter.ai, La Poste trained 300 advisors on cross-selling during inbound calls through immersive simulations. The result: more confident conversations and optimized managerial coaching.

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With muchbetter.ai, AG2R La Mondiale strengthened the confidence of 100 outbound sales reps across two regions through targeted simulations focused on outbound calls and recommendation-taking.

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With muchbetter.ai, AXA trains its insurance advisors to turn customer service interactions into commercial opportunities, while also strengthening outbound calling and referral conversations. Through realistic simulations, advisors build confidence, technical mastery, and the ability to create value both in service calls and outbound sales interactions.

View case study