AI coaching for banks and insurers
“Are you accusing me of something?”
Practise the question nobody likes to ask.
Your advisors practise awkward questions, worried customers and conversations about the rules with AI characters who react like real clients. Without putting a real client relationship at risk, and with feedback after every conversation.
No obligation. We show you Kaite with your advisors’ own conversations.
The conversations that matter
Trust is built in the uncomfortable moments.
Most conversations in advice and service run themselves. With Kaite, your team practises the ones where every sentence counts.
The awkward question
Where money comes from, unusual transactions: ask without accusing, and keep the relationship intact.
The worried customer
When it’s about data, contracts or money: take the worry seriously and explain clearly what actually applies.
Explaining the rules
Why regulations matter day to day: for clients and for new colleagues, without jargon.
From the Kaite Library
Scenarios your team can practise today.
Real scenarios from the Library, from banking and insurance. Open one and try it yourself, no account needed.
- T
Tobias Meier
Policyholder
What’s stored on my health card?
A policyholder has read online that his electronic health card holds sensitive medical data and calls, worried. Explain clearly what is stored, how it is protected and what the card is for.
Your goals
- Explain what is stored, plainly
- Take the worry seriously
- End the call with trust
Ashley
Long-standing business client
Unusual cash deposits
A long-standing business client has made several unusual cash deposits that require an anti-money-laundering review. Ask about their origin and purpose clearly and respectfully, without sounding accusatory.
Your goals
- Build trust before raising the deposits
- Explain why the bank has to ask
- Clarify where the money comes from and what it’s for
- Keep the relationship intact
Isabelle
New team member
Anti-money-laundering, explained to a sceptic
A new customer service employee thinks the anti-money-laundering rules are excessive red tape. Explain why they matter in her daily work, without compliance jargon and without getting defensive.
Your goals
- Acknowledge the scepticism
- Explain what the rules are for
- Clarify her responsibilities
- Make it feel like protection, not paperwork
Your products and conversation guidelines are specific? We build scenarios for exactly that. See Kaite Studio
Your own scenario
Describe a typical advisory conversation. Practise it within 48 hours.
The conversation that keeps getting difficult in your advice team? We turn it into a draft scenario with your products and conversation guidelines and walk you through it in the demo.
Free and without obligation.
Describe the conversation
In a first call or a few lines: the client, the concern and what your team is allowed to say.
A draft within 48 hours
Our editors build the scenario with its character, goals and feedback criteria.
Try it together
You test the scenario yourself, then decide how to go on.
How a practice conversation works
Three steps, and as many second tries as your team needs.
- 1
Choose a scenario
From the Library or built for your organisation, in the browser or embedded in your learning platform.
- 2
Have the conversation
Type or dictate. The client’s mood reacts to every sentence, and your goals tick off as you reach them.
- 3
Get your feedback
Strengths, what to try next time and how the mood developed, as a report. Then try again.
Scenario completed
Feedback report: Ashley
Summary
You asked openly and kept the relationship intact. Next time, explain earlier that the question applies to every client.
Analysis
Asked openly
You asked where the money came from directly instead of talking around it.
“Where does the cash come from, and what is it for?”
Timing
The client felt suspected before she knew the review was routine.
Try: “We ask every client this question for amounts like these.”
Your skill profile
Key skill dimensions based on your responses.
Conversation history
The AI character's mood over the conversation.
In the advice routine
Practice between two appointments.
No scheduling
No seminar room and no trainer dates. Your team practises when the calendar allows, as often as they need.
13 languages
For teams who advise clients in several languages: the AI character answers in the language they choose.
In the browser or your LMS
Nothing to install and no personal account. Scenarios can be embedded in your learning platform or intranet.
Frequently asked questions
Which industry are you in?
This helps us suggest scenarios your team will recognize.