The First-Year Conversation
New hires should start where your last cohort finished.
Every new class relearns the same lessons on live clients, and every departure walks institutional knowledge out the door. Ramp is your most expensive silence: months of salary before a new hire can hold a hard conversation.
Built from your best
A scenario library built from what your best conversations actually look like, not generic sales training.
A weekly cadence
Practice, scored feedback, and office hours that fit inside the training calendar.
A readiness gate
Certification before a new hire touches a client, so the field gets people who are ready.
Ramp measured in conversations mastered, not months served.
Who is ready for the field, who needs what, and when.
A compounding library: every cohort starts further ahead than the last.
Proof. Program design running at enterprise wealth managers, from advisor academies to early-career associate tracks measured against a certification bar.
This is AI for financial services, applied where revenue actually happens. Not a copilot, not a chatbot: a system that changes what your client-facing people do, and proves it with numbers.
See it on your conversations.
We will build three practice scenarios from your team's real world, no charge, yours to keep either way. Fifteen minutes to scope them.
Get your three scenarios