Prepare advisors to lead better client conversations with AI roleplays, live guidance, and conversation analytics tailored to your planning process, products, and compliance.
Wealth firms need advisors who can combine technical judgment, emotional intelligence, personalization, and regulatory discipline—while serving more complex households with less manager bandwidth.
Fragmented advice and missed asset-consolidation opportunities
Regulation Best Interest, fiduciary responsibility, suitability, disclosures, approved language, and product knowledge must show up consistently in real conversations.
~100,000
$124T
Projected US wealth transfer through 2048, putting next-generation relationships in motion.
Real results from wealth management firms, private banks, and advisory teams helping advisors build trust and grow client relationships.
Built for the wealth conversations that determine asset growth and retention
Configure Eubrics around your planning process, service model, client segments, approved product shelf, risk framework, disclosures, and the conversations that matter most.
Complete advisor-performance system
Move from generic product training and manager-dependent coaching to repeated deal practice, in-the-moment support, and measurable stage-wise improvement.
Configured around your advisory standard
Build practice, guidance, and scorecards around the way your firm delivers advice—not a generic financial-sales script.
Client segments, life stages, goals, risk profiles, and service tiers
Financial-planning process, discovery framework, and review cadence
Approved product shelf, portfolio philosophy, fees, and disclosures
Regulation Best Interest, fiduciary, suitability, and supervision criteria
Held-away assets, wallet-share, referral, and next-generation relationship cues
Advisor conversation configuration
Client
Executive approaching retirement
Concentrated stock · spouse involved · moderate risk capacity
Conversation
Discovery + consolidation
Goals · held-away 401(k) · taxable assets · lending needs
Standard
Planning & conduct framework
Best interest · costs · alternatives · disclosures · next steps
Products & strategies
Managed portfolios · ETFs · fixed income · annuities · insurance · alternatives · lending
Scorecard
Discovery · trust · clarity · suitability · objection handling · process adherence
Try a wealth-management client persona
Experience how Eubrics changes the conversation across different levels of wealth, life stages, goals, risk profiles, emotions, and planning complexity.
Inbound Call
Moderate
Matthew Rodriguez
Corporate Learning & Development Strategist
English
Optimistic
Polite
Explain your product and convince the customer to move to the next step...
Outbound call
Moderate
Christopher Lee
Revenue Operations Leader
English
Thoughtful
Curious
Explain your product and convince the customer to move to the next step...
Inbound Call
Moderate
William Garcia
Strategic Finance & Procurement Leader
English
Neutral
Curious
Explain your product and convince the customer to move to the next step...
Discovery Call
Moderate
Matthew Lopez
People Operations Leader
English
Neutral
Thoughtful
Explain your product and convince the customer to move to the next step...
Scale the practice, feedback, and coaching that leaders cannot provide consistently across every advisor, client segment, and high-stakes financial decision.
Replace one-off mock meetings with a measurable advisor-readiness system.
Eubrics gives advisors repeated practice across realistic client situations, scores the behaviors that create trust and planning quality, and turns gaps into personalized coaching.
Client, planning, and role-specific readiness
Product onboarding
Repeat practice across life stages and personas
One scripted mock meeting
Advisor-level scorecards and coaching priorities
Manager sampling
Visibility into conversation and relationship-growth gaps
AUM totals only
90 → 15 days
Advisor ramp
37%
Higher AUM per client
3×
Scope expansion after launch
Objection Handling
Value Articulation
Everything you need to know about the product and more.
How do AI sales roleplays work on the Eubrics platform?
Sales reps interact with AI-generated customer personas that simulate real buyers, objections, and sales scenarios. These conversations feel like real calls, allowing reps to practice discovery, objection handling, and closing in a realistic and repeatable environment.
How does Eubrics customize training for our sales team?
Eubrics allows you to configure customer personas, industry scenarios, ICPs, and sales workflows specific to your organization. The platform adapts roleplays and evaluations to mirror your real sales conversations and processes.
What insights and analytics does the platform provide?
Eubrics provides real-time insights into rep performance, skill gaps, strengths, and readiness levels. Leaders can track improvement across teams, identify coaching opportunities, and measure the impact of training.
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.
Does Eubrics replace sales managers or trainers?
No. Eubrics augments sales leaders by providing scalable practice, feedback, and performance insights, allowing managers to focus on targeted coaching and strategic development.
How quickly can we see results?
Most teams begin seeing improvements in sales readiness, confidence, and call quality within the first few weeks as reps consistently practice and receive feedback.
What industries does Eubrics support?
Eubrics supports a wide range of industries including B2B SaaS, banking, insurance, financial services, and contact centers. Roleplays can be tailored to any sales motion or industry context.
How secure is our data on the platform?
Eubrics uses enterprise-grade security with encrypted data storage and complies with industry standards including ISO 27001 and SOC 2, ensuring your training data remains protected.
How long does it take to implement Eubrics?
Most teams can get started within a few days. Our team helps configure roleplays, evaluation metrics, and scenarios tailored to your sales environment.
Can we create our own evaluation metrics and scorecards?
Yes. Eubrics allows organizations to define custom competency frameworks and scorecards aligned with their sales methodology and coaching goals.
Is Eubrics suitable for onboarding new sales hires?
Yes. Eubrics is widely used for onboarding, enabling new hires to practice real sales conversations and build confidence before engaging with actual customers.
How is Eubrics different from traditional sales training?
Traditional training focuses on theory and one-time workshops, while Eubrics provides continuous practice, AI-driven feedback, and measurable readiness insights to ensure skills translate into real performance.
