AI avatars for financial services

Strengthen communication, compliance, and customer trust through real-time, two-way expressive conversations across banking, insurance, wealth management, and more.

How financial services uses Rapport

  • Strengthen customer communication and trust

Use role play about loans, claims, investments, and sensitive financial decisions—building clarity, confidence, and trust with clients.

  • Improve compliance and regulatory conversations

Employees can practice explaining disclosures, regulations, and scripts through guided simulations that reinforce accuracy and consistency.

  • Ensure consistent training across branches and teams

Create simulations once and deliver them anywhere so every advisor, banker, or agent follows the same communication and compliance.

  • Prepare reps for high-stakes moments

Simulations help staff handle escalations, fraud alerts, denied claims, and difficult customer interactions.

  • Upskill advisors on complex products

Role play helps advisors break down financial products, risk profiles, and policy details in a clear, compliant, client-friendly way.

  • Onboard faster with hands-on practice

New hires get simulations for sales calls, service scenarios, and account questions—helping them ramp faster and make fewer real-world mistakes.

Trusted by leading teams across industries

Customer stories


  • How Virti built realistic training fast](/content/resources/customer-story/virti/index.html)

  • How Relativ.ai makes training measurable](/content/resources/customer-story/relativ/index.html)

  • How DJ Jazzy Jeff brings digital mentorship to life](/content/resources/customer-story/dj-jazzy-jeff-launches-digital-twin/index.html)

See Rapport in action

“
Of the systems we tested, Rapport was by far the easiest to use and connects seamlessly with a host of services. Rapport’s facial animation combined with its low latency and real-time responses helps us bring a new level of realism to our Virtual Humans creating truly immersive experiences.”

Nils Hellberg
CTO, Virti

See Rapport for financial services in action