Advise a client who wants to sell after a market drop
Panicked, and partly right.
Solutions · Banking
Roleplay training for bank advisors
Advice, refusals and compliance, said like a human.
Harco helps relationship managers and branch advisors practise advising anxious clients, turning down loans and explaining compliance decisions out loud with a realistic client before the real meeting.
The conversations your teams rehearse
Real banking moments, built from your own documents.
Turn down a loan for a long-time client
The file doesn’t pass. The relationship has to.
Explain a blocked account for compliance reasons
You can’t say why. You still have to say something.
Announce a branch reorganisation to the team
Two roles change, one disappears.
Who uses Harco in banking
Advice
Relationship managersBranch advisorsPrivate bankersWealth advisorsMortgage advisors
Service & compliance
Customer service agentsComplaints officersKYC & compliance teams
Management
Branch directorsRegional managersTeam leads
People & HR
HR business partnersOnboarding & L&D teams
How it works
- 1
Pick the situation
Start from your own documents, scripts or a ready-made scenario.
- 2
Have the conversation
Out loud, with a Character who reacts like the real person.
- 3
Get the debrief
What landed, and the one thing to change next time.
Why practice matters in banking
305,726
new complaints to the UK Financial Ombudsman in 2024/25, a six-year high (all financial products).
34%
of the complaints it resolved were upheld in the customer's favour.
+246 pts
in US bank customer satisfaction when a reported problem is resolved (1,000-point scale).
Questions and answers
Which banking conversations can advisors practise?
Advising a client who wants to sell after a market drop, turning down a loan for a long-time client, explaining a blocked account for compliance reasons and announcing a branch reorganisation.
Can it respect our compliance rules?
Yes. Add your rules and approved wording in Harco's Studio, and make "stay within the approved wording" one of the objectives the debrief scores.
Is it for branches or private banking?
Both. Relationship managers, branch advisors and branch directors each have their own moments.
How do directors follow progress?
They see practice activity and scores across the team and can assign threads.
In which languages?
English, French, Spanish, German, Italian, Portuguese and Dutch.
Related
By team in banking
Get your banking teams ready.
See Harco on your own documents, in 30 minutes.