Checklist complète pour un onboarding de vos nouveaux commerciaux réussi
September 15, 2025
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.
