- −50%time for a new adviser to go live
- 95%+script and compliance adherence
- −60%training cost per adviser
ProfileA large bank that onboards hundreds of wealth-management advisers a year, each of whom must master product scripts and strict compliance language.
ChallengePractice depended on senior advisers’ time, so new hires waited weeks for role-play, and compliance mistakes surfaced only after they met real clients.
SolutionA role-play coach built in GStudio plays clients with different needs and objections, grounded in the product knowledge base; a Workflow scores every session for script adherence and required disclosures and returns coaching feedback.
ResultsAdvisers practise whenever they want, compliance language is verified before the first client meeting, and senior advisers spend their time on the hardest cases only.