Eubrics prepares relationship managers and frontline bankers before client conversations, supports them during, and coaches them after, all in one platform.
Frontline teams must understand the customer, navigate product complexity, explain trade-offs clearly, and protect compliance—while managers still have limited time to observe, practise, and coach.
Rates, fees, eligibility, campaigns, documentation, and process rules are spread across systems and updates.
Teams must grow revenue without product pushing, weak disclosures, or offers that do not match the customer’s needs.
Branch leaders, trainers, and quality teams cannot repeatedly observe and coach every banker across every product.
Branch, contact center, relationship, and digital handoffs often produce inconsistent advice and repeated discovery.
Results from Eubrics deployments in banking and financial services.
Built for the banking conversations that drive growth and trust
Configure Eubrics around the product knowledge, discovery flow, customer context, compliance, and commercial outcome each banking team is responsible for.
Complete frontline-banking performance system
Move from classroom completion and manager-dependent coaching to a continuous loop of realistic practice, in-the-moment support, and measurable improvement.
Configured to your bank
Use your existing product, policy, customer, and governance context to create banking personas, scoring frameworks, live guidance, and coaching aligned to the way your teams actually work.
Product, rate, fee, eligibility, campaign, and documentation knowledge
Customer segments, life events, business contexts, objections, and languages
Discovery flow, KYC/AML, suitability, consent, disclosures, and conduct rules
Behavioral, technical, role, channel, and conversation-quality scorecards
Banking scenario builder
Knowledge
Products & policies
Rates, fees, eligibility, documentation, and approved propositions.
Customer
Segment & need
Life stage, financial goal, business context, attitude, and objection.
Standards
Flow & compliance
Discovery, suitability, KYC/AML, disclosure, consent, and conduct.
Role configuration
Frontline banker
Measured outcome
Relationship quality
Try a banking customer
Experience how Eubrics responds to different products, financial needs, objections, levels of confidence, and standards of advice.
Inbound Call
Moderate
James Brown
Financially Stretched Urban Professional
English
Optimistic
Polite
Explain your product and convince the customer to move to the next step...
Outbound call
Moderate
Daniel Thomas
Financially Stretched Urban Professional
English
Polite
Patient
Explain your product and convince the customer to move to the next step...
Inbound Call
Moderate
Benjamin Clark
Urban Affluent Cardholder
English
Neutral
Curious
Explain your product and convince the customer to move to the next step...
Discovery Call
Moderate
Matthew Martinez
Small Business Mobility Owner
English
Neutral
Thoughtful
Explain your product and convince the customer to move to the next step...
Replace one-off roleplays and generic product training with repeat practice, transparent competency scores, and clear visibility into banker readiness and relationship quality.
Scale the practice, calibration, and coaching every banking team needs.
Eubrics has been used to get advisors ready for client conversations, with repeated practice, structured feedback and a call quality score for every advisor.
With Eubrics
Traditional enablement
15–20 realistic simulations
Classroom completion
Customer- and product-specific practice
Generic product training
Transparent competency scoring
Manager-dependent feedback
Role and segment-fit visibility
Broad lead allocation
72%
Call Quality Score
3.8/5
Learner Rating
Objection Handling
Value Articulation
Everything you need to know about the product and more.
How does AI roleplay help bank relationship managers?
AI roleplay gives relationship managers spoken practice calls with AI clients before they meet real ones. Each AI client is built from a client type you describe, such as a business owner reviewing their lending or a customer who has just received a large deposit. Relationship managers practice discovery, recommendations and objection handling as many times as they need. Every call is scored against your own scorecard, so they know exactly what to improve.
Can relationship managers practice cross-selling during service conversations?
Yes. You can build a specific situation, for example a client who calls about a card payment and has savings sitting idle in a current account. You write what the relationship manager needs to achieve, what the client wants, and the rules the client will not break. Several AI clients then roleplay that same situation, each a little differently, so relationship managers learn to raise a relevant product naturally rather than memorizing one set of answers.
How does Eubrics score banking conversations?
Every practice call is scored against a scorecard you write. The scorecard is split into areas, such as call opening, needs discovery and recommendation, and each area holds specific behaviors with their own weighting and marking criteria. You can mark mandatory steps, such as a required disclosure, as fatal, so missing one is never hidden by a strong score elsewhere. Relationship managers see a score for every behavior, with written feedback on each.
Can we run different training for different teams and regions?
Yes. You build a development plan for each group, such as new branch joiners, a specific region or a product line, and assign the right people to it. Only the people assigned to a plan can see it. You can also tag each plan to a line of business, so the right analysts follow its results. The same plan can be reused for the next intake with fresh dates.
What do managers see after each practice call?
Managers see a call report with an overall score, a breakdown for each area of the scorecard, and the weakest and strongest areas marked. The report also lists focus areas built from the lowest-scoring behaviors. Across a plan, dashboards compare relationship managers on the same scorecard. A scored roleplay at the start and the end of a plan shows how far each person improved.
How secure is our data on the platform?
Eubrics uses enterprise-grade security, with encrypted data storage and role-based access. Eubrics is SOC 2 compliant, and Eubrics Digital Pvt Ltd holds ISO 27001 certification. Security documentation is available on request.
Can Eubrics integrate with our existing tools?
Yes. Eubrics integrates with major CRM, HRMS/HRIS, and ATS systems, making it easy to connect training data with your existing workflows.
How long does it take to implement Eubrics?
Yes. Eubrics integrates with major CRM, HRMS/HRIS, and ATS systems, making it easy to connect training data with your existing workflows.
