Turn every call into an opportunity in finance

Realistic simulations specific to the financial sector to help your advisors go from good to great at identifying needs, rebounding, and cross-selling.

Let's talk about your challenges

We understand the specific challenges of the financial sector

Your advisors handle high-potential calls on a daily basis. With the right approach, every interaction becomes a real opportunity for growth.

Before

Missed client opportunities

Advisors focus only on the immediate request and fail to uncover additional client needs.

Compliance gaps in conversations

Key disclosures may be skipped, creating regulatory and reputational risks.

Generic, undifferentiated advice

Offers sound too standard, reducing client trust and increasing price sensitivity.

After with muchbetter.ai

Proactive opportunity detection

Advisors learn to spot hidden client projects behind each request and take a consultative approach.

Confident, compliant interactions

Simulations embed regulatory scripts (KYC, suitability, disclosures), ensuring safe, consistent conversations.

Personalized, high-value advice

Advisors practice tailoring recommendations to client profiles, building trust and loyalty.

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.

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1,000+

Simulations completed during the latest campaign

+25%

average improvement in needs discovery

AXA: creating commercial value from every customer interaction

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.

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