AI-Powered Simulator
That unlocks your sustainable investing capabilities to
better serve investor’s evolving goals.
Uncover New opportunities & Increase Client Loyalty.
About the Simulator
Using a client and financial advisor simulator tailored towards Environmental, Social, and Governance (ESG) solutions can serve as an invaluable tool for financial advisors aiming to enhance their proficiency in this increasingly significant domain. By engaging in realistic simulations, advisors can gain hands-on experience with a diverse range of client profiles, preferences, and concerns regarding ESG investments.
Client and Financial Advisor
Simulator for ESG Solutions:
A vital tool for advisors to prepare for growing interest in sustainable investing.
Hands-on experience:
Simulations provide a practical understanding of diverse client profiles and ESG investment concerns.
Tailored advice:
Enhances advisors' ability to customize advice to individual client needs and values.
Opportunity identification:
Helps uncover new ESG investment opportunities that align with clients' financial goals and ethical convictions
Trust and Relationships:
Demonstrating expertise in ESG solutions can strengthen client trust and deepen relationships.
Market Differentiation:
Competency in advising on ESG investments distinguishes advisors in a rapidly evolving market.
AI-Powered Simulator
That unlocks your sustainable investing capabilities to
better serve investor’s evolving goals.
Uncover New opportunities & Increase Client Loyalty.
STEPS
Scenario-based AI Conversations
Select your scenarios
Select your AI client persona to navigate a conversation by reading into their responses via EQ and IQ.
Practice
Build your sustainability and ESG conversation capabilities with AI clients to practice navigating evolving client expectations.
Receive feedback
Receive a comprehensive evaluation of your conversation outlining areas of mastery or areas to improve.
ABOUT
About the Simulator.
Using a client and financial advisor simulator tailored towards Environmental, Social, and Governance (ESG) solutions can serve as an invaluable tool for financial advisors aiming to enhance their proficiency in this increasingly significant domain. By engaging in realistic simulations, advisors can gain hands-on experience with a diverse range of client profiles, preferences, and concerns regarding ESG investments.
01
Client and Financial Advisor
Simulator for ESG Solutions:
A vital tool for advisors to prepare for growing interest in sustainable investing.
02
Hands-on experience:
Simulations provide a practical understanding of diverse client profiles and ESG investment concerns.
03
Tailored advice:
Enhances advisors' ability to customize advice to individual client needs and values.
04
Opportunity identification:
Helps uncover new ESG investment opportunities that align with clients' financial goals and ethical convictions.
05
Trust and Relationships:
Demonstrating expertise in ESG solutions can strengthen client trust and deepen relationships.
06
Market Differentiation:
Competency in advising on ESG investments distinguishes advisors in a rapidly evolving market.