Eubrics helps financial advisors prepare for client conversations with AI roleplay, live guidance and conversation analytics built around your planning process, products and compliance rules.
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 (Cerulli Associates).
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 does AI roleplay help wealth advisors prepare for client conversations?
AI roleplay gives wealth advisors spoken practice calls with AI clients before the meetings that matter. Each AI client is built from a client type you describe, such as a pre-retiree worried about income or a business owner planning a sale. Advisors practice discovery, recommendations and difficult questions as many times as they need. Every call is scored against a scorecard built around your planning process, so advisors see exactly what to improve.
Can advisors practice difficult client conversations?
Yes. You can build a specific situation, such as a client who wants to move to cash after a market fall. You write what the advisor needs to achieve, how the client behaves, and what would change the client's mind. You can also add background the client only reveals if the advisor asks the right question. Several AI clients then roleplay that situation, so advisors learn to handle it rather than one script.
Can the scorecard follow our planning process and compliance rules?
Yes. You write the scorecard yourself, so its areas can follow the stages of your planning conversation, from discovery through to recommendation and next steps. Each area holds specific behaviors with their own weighting and written marking criteria. Steps your compliance team requires can be marked as fatal, so missing one scores the call at zero. Your compliance team decides which steps are mandatory and how each one is marked.
Can new and experienced advisors use the same program?
Yes. Each client type generates AI clients at easy, moderate and hard difficulty. A new advisor can start with a straightforward client, while a senior advisor practices with a skeptical client who challenges fees. You assign each group a development plan in the order that suits them, and a scored roleplay at the start and the end shows how far each advisor improved.
How does Eubrics decide what an advisor should work on next?
After every call, the advisor's report lists focus areas built from the behaviors they scored lowest on. You can tag your own learning content, such as a guide on explaining fees, to each behavior on the scorecard. When an advisor scores below the threshold you set, Eubrics points them to the content tagged to that behavior, so the coaching matches the gap the call revealed.
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.
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?
Most teams can get started within a few days. Our team helps configure roleplays, evaluation metrics, and scenarios tailored to your sales environment.
