Coach every advisor's real conversations, at scale.
Wirehouses, banks, and large broker-dealers run on thousands of client conversations a day. We make them visible, scored, and coachable, at the highest compliance bar, and it is already in production at a top-10 U.S. wealth manager.
Your field leaders can only listen to a handful of calls. The rest of your advisors' real conversations, where the book is actually won or lost, stay invisible. Training measures completion, not behavior, and no one can see the gap between your strongest advisors and the middle of the bench.
Real conversations first, from any source.
However your conversations happen, Zoom, Teams, a notetaker, or the phone, we run the real thing through the flywheel. You keep your tools and your data. We bring the intelligence that makes them produce coaching and lift.
Analyze real conversations at scale
Every advisor's calls, scored against your firm's own standard, not a sample of a few ride-alongs.
Compliance-graded and LRC-ready
SOC 2 Type II, ISO 27001:2022, your retention and access policies. Your data never trains a model. LRC briefing available under NDA.
An intelligence layer on what you own
Plugs into the training, CRM, and risk stack you already run. Proven across multi-region rollouts.