Industries · Banking and wealth

For the people who advise your clients.

AI coaching and role-play for bankers, advisors and relationship managers. Customer-facing AI agents for branches and digital channels.

Clients can find almost any financial information in seconds. Important decisions still stall, because knowing the options is not the same as knowing which one is right. Banking is where PromethistAI started, and where our products are most developed.

Conversations teams rehearse

  • An investment conversation with a cautious client
  • A mortgage client who is not sure what they can afford
  • Explaining a fee the client did not expect
  • The client who is quietly moving money elsewhere
  • A complaint that started in the app
Why it matters

Information is everywhere. Good advice is not.

Clients arrive informedMany clients have already asked an AI assistant. They expect the banker to add judgment, not repeat facts.
Trust is earned in the conversationClients often judge advice by whether they felt understood, because the outcome is unclear for years.
Regulated, and humanSuitability, disclosure and conduct rules apply in every conversation, alongside empathy and clarity.
PromethistAI Empower

Get your bankers and advisors ready for the conversations that matter.

Empower prepares people before client meetings, rehearses the hard part with them and debriefs afterward. Your experts approve the scenarios and decide what good advice sounds like.

Advisory and consultative sellingUnderstanding the client first, then explaining options and trade-offs.Explore →Compliance conversationsSuitability, fees and complaints, in plain language.Explore →Onboarding and rampNew advisors practice real client conversations from week one.Explore →Leadership developmentBranch and team managers rehearse feedback and coaching.Explore →
PromethistAI Engage

Help customers understand their options and take a sound next step.

Engage talks with customers in branches, on your website and in your app, within what your bank authorizes. When a question needs a person, it brings one in with the context.

Branch and lobby conciergeA welcome in the branch, and the right banker for the question.Explore →Kiosk to phone to personFrom the branch kiosk to the phone to an advisor.Explore →Online store guideHelp choosing between products online, with a person a step away.Explore →
Questions

Questions banks ask.

Does Engage give financial advice?

No. Engage works within what each institution authorizes. It can explain options and processes, and it brings in a qualified person when a question calls for advice.

Who decides what the coach teaches?

Your experts. They approve the scenarios, the content and how conversations are scored.

Is it built for a regulated environment?

PromethistAI is ISO 27001 certified, and we provide security documents for your review team on request.

Bring one client conversation your bankers find hard.

In 20 minutes we will show you the coach working on it.

Book a demo