Financial Services Sales Training

Build a team of sales officers and RMs your customers trust
Empower your teams to sell effectively and win customers with training that builds winning behaviors.

Solve Your Finance Sales Training Challenges

High 1st Year attrition

Product Overload

Ensuring Compliance

Low Approval Ratio
Do it the Streamz Way
From training and practice to data-driven insights, Streamz is a comprehensive sales readiness platform that will level up your finance sales training initiatives.
- Always-On Microlearning
- Personalization
- Dynamic Competency Matrix
- Roleplays & Video Pitches
- Gamification & Rewards
- AI-guided Manager Advisor
- Advanced Analytics
Always-On Microlearning
Deliver snackable content and regular assessments designed to expand, refresh, and reinforce specific skills and knowledge
Template-based content creation
Create bite-sized, micro-learning modules covering products pitches, customer segments, FAQs, competitive information and battlecards
Contextual Search
Enable your sales officers to access the most relevant learning content at lightning fast speed
Automated Knowledge Checks
Automate your assessments to monitor skills and knowledge levels of each salesperson
Personalised Learning Journeys
Identify sellers who are not cross-selling / upselling and enable hyper-individualised learning journeys to mitigate knowledge gaps

Personalization
Scale financial training programs that are relevant and personalized for each sales officer
Automated Learning Tasks
Deliver automated learning tasks to each salesperson based on predefined conditions - roles, context, cohorts
Content Recommendations
AI-led content recommendations based on skills gaps to ensure your reps are always up-to-date and following compliance & regulatory requirements
Notifications & Nudges
Smart nudges to your salespeople to remain on track - complete a course, assessment or activity
Know Your Skill Levels
Arm your sales people with the tools that help them know their knowledge and expertise in real time and how they can improve

Dynamic Competency Matrix
What skills, knowledge, or behaviours are impacting the leading and lagging success indicators of your sales teams? See the direct impact your finance sales training is having on your team’s growth.
Identify gaps
View competency gaps across teams, roles, individual reps and see how they are impacting performance
View progress in real-time
Let users see their own skill competencies and gaps to drive self improvement
Map competencies to outcomes
Pull the right data from CRMs, sales automation and performance management tools and align each metric to desired skills and behaviours
Map roles to competencies automatically
Automatically generate a competency-role map of the organization based on learning activities assigned to users

Roleplays & Video Pitches
Ensure your sales officers and Relationship Managers are compliant and always on-brand with AI-guided roleplays
Schedule Pitches
Schedule video pitching activities for the sales officers that really need it
Manager Feedback
Give your feedback to your sales teams withing seconds with Streamz Manager Action Centre
3rd Party Reviewers
Collaborate with 3rd party reviewers to provide expert feedback and ensure your sles officer are always brand-consistent
Remediation Workflows
Use Manager Action centre to set up remdidiation workflows and develop your sales teams

Gamification & Rewards
Drive winning behaviours and make training fun with our state-of-the-art sales gamification engine
Milestoned Learning Journeys
Create milestoned finance sales training programs filled with points, quizzes, badges, and certificates
Real Time Leaderboards
Increase competitive spirit and drive productivity with personalised real-time leaderboards
Gamify CRM Data
Gamify external data - quota attainment, no. of productive calls, and more to drive desired sales behaviours
Integrated Instant Redemptions
Convert earned points into rewards at the touch of a button

AI-guided Manager Advisor
Empower your frontline sales managers to develop their teams on-the-go with actionable coaching insights.
Identify team performance
Complete drill down and comparative view of sales team to id the challenge areas
Coachable insights for each sales rep
Data driven assessment of each sales reps learning journey , knowledge levels and gaps
Set up remediation workflows
Send instant personalized notifications and schedule 1-1 coaching sessions for individual sales rep actions

Advanced Analytics
Get granular visibility into the multiple facets of your finance sales training and make informed, data-driven decisions
40+ Pre-defined Metrics
Pre-built dashboards covering user engagement, content effectiveness, salesperson proficiency, organizational knowledge gaps, and more
Build Custom Dashboards
Create custom dashboards with your sales readiness data lake on a need-to-know basis
Unprecedented Speed
Visualize your key metrics or drill down to desired levels of granularity at breakneck speed
Report Scheduling
Schedule your analysis and reports distribution along sales management hierarchies with the right aggregations

The Pocket Coach For Sales Teams that are On-the-go
The banking sales landscape is highly competitive and regulated, with banks constantly seeking to innovate and differentiate themselves in order to win customers and grow their market share. Banks use a range of sales channels to promote their products, and sales staff are incentivized to meet sales targets while adhering to ethical sales practices.
The Streamz platform helps Relationship Managers, and Sales Officers:
- Receive banking sales training and learn about products at their fingertips, on-the-go
- Understand and help solve customer queries effectively
- Practice product pitch and objection handling skills through scenario-based video pitches
- Cross-sell and up-sell products by identifying customer needs
- Stay up-to-date and compliant on latest regulatory developments

- Continuously learn about products, and new launches, including critical features, benefits, and pricing
- Improve Customer Discovery skills – learn how to probe and understand customer requirements to reduce mis selling and improve FTR
- Share collateral and information directly with prospects through messaging apps in real-time
- Handle objections from customers with highly optimized quick access battle cards
- Improve productivity with structured, personalized onboarding thereby reducing infant attrition

Why Streamz

Seamless Integrations

Fast TTM

Secured
