Relationship managers and branch staff practise the conversations where trust is the product. The customer arrives with a rival offer, a half-read brochure or a long memory, and only good questions change the outcome.
Illustrations, not a catalogue. Your own calls are written from your product, your customers and your playbook.
A long-standing depositor walks in with a printout from another bank and a maturity date next week. He wants a number, and he wants it now.
What the customer is hiding
The money has a job to do in a few months, and the rate matters less than getting it back on time.
A customer has read about a fund on her phone and wants in. She uses the right words, but the questions she asks do not quite fit together.
What the customer is hiding
She cannot afford to lose any of it, and has not said so because it feels embarrassing.
An older customer has been let down once before and speaks slowly and carefully. Rushing him to a product is the fastest way to lose him.
What the customer is hiding
His son usually handles this, and he is worried about signing something he does not understand.
We load the skills your managers already assess, with your weights. Every call is marked against them, and every point links back to the moment in the conversation.
Another bank is giving me eight percent. You are at six and a half. What can you do?
Before we get to rates, can I ask what this money is set aside for?
My daughter has a postgraduate admission. I need about nine lakh around March.
Drawn from a sample call in the product.
Calls are marked down for promising what the banker has no authority to give, and for selling risk to someone who has said they cannot take it.
We read your product notes and service standards
We build calls for retention, advice and trust
We go live in about 15 days and your RMs and branch teams practise
15 days of video support after go-live
99 languages, many accents and many voices. Each rep picks the language, accent and voice, or you fix them on an assignment.
Let them rehearse it first. We will build it around your own calls.