Banking
Banking
Boost Banking Sales Training & Field Coaching
Equip your banking teams to sell, serve, and support with confidence
SmartWinnr helps banks deliver consistent, compliant conversations across branches and remote. Teams master product knowledge, process steps, and regulatory topics. Managers see clear signals on readiness, activity, and outcomes.
Trusted by Trainers and L&D Managers
Overcome Banking’s Biggest Field-Force Challenges
Overcome Banking’s Biggest
Field-Force Challenges
SmartWinnr helps banks improve branch performance, compliance, and readiness across every location. You can track branch and individual KPIs.
Branch audit readiness across many locations
Fast product and policy rollouts
Long ramp for new hires
Low and uneven engagement
Gaps in manager visibility
SmartWinnr Solution
Gamified quizzes, micro refreshers, and quick checks tied to branch standards
Real Impact
Fewer audit surprises and faster close of findings
Branch audit readiness across many locations
Fast product and policy rollouts
Long ramp for new hires
Low and uneven engagement
Gaps in manager visibility
SmartWinnr Solution
Gamified quizzes, micro refreshers, and quick checks tied to branch standards
Real Impact
Fewer audit surprises and faster close of findings
Branch audit readiness across many locations
Fast product and policy rollouts
Long ramp for new hires
Low and uneven engagement
Gaps in manager visibility
SmartWinnr Solution
Gamified quizzes, micro refreshers, and quick checks tied to branch standards
Real Impact
Fewer audit surprises and faster close of findings
SmartWinnr Solutions for Banking Teams
SmartWinnr Solutions for Banking Teams
SmartWinnr equips branch and frontline sales teams with targeted training, real-time performance focus, and consistent messaging. Faster onboarding, better product launch execution, and stronger regulatory discipline across regions.
Knowledge Reinforcement
Conversation Excellence
Sales Performance
Field Coaching
Smart Knowledge Reinforcement
Short modules and AI nudges keep product features, fees, process steps, and disclosures top of mind. Use K-Hub, SmartFeeds, and SmartPaths to push the right content to the right role at the right time.
SmartFeeds and bite-size quizzes prepare teams for branch audits and regulatory checks.
You deliver targeted updates on products, fees, and process changes at branch and rep level.
Refresher training keeps teams up to date and certification ready.
Managers see who is prepared and who needs support.
Knowledge Reinforcement
Conversation Excellence
Sales Performance
Field Coaching
Smart Knowledge Reinforcement
Short modules and AI nudges keep product features, fees, process steps, and disclosures top of mind. Use K-Hub, SmartFeeds, and SmartPaths to push the right content to the right role at the right time.
SmartFeeds and bite-size quizzes prepare teams for branch audits and regulatory checks.
You deliver targeted updates on products, fees, and process changes at branch and rep level.
Refresher training keeps teams up to date and certification ready.
Managers see who is prepared and who needs support.
Knowledge Reinforcement
Conversation Excellence
Sales Performance
Field Coaching
Smart Knowledge Reinforcement
Short modules and AI nudges keep product features, fees, process steps, and disclosures top of mind. Use K-Hub, SmartFeeds, and SmartPaths to push the right content to the right role at the right time.
SmartFeeds and bite-size quizzes prepare teams for branch audits and regulatory checks.
You deliver targeted updates on products, fees, and process changes at branch and rep level.
Refresher training keeps teams up to date and certification ready.
Managers see who is prepared and who needs support.
How Banks Use SmartWinnr
For retail banking leaders and branch operations teams that need consistent execution across locations. These are the core programs: audit readiness, new product rollout, onboarding, gamified performance, compliance, and high-impact sales events.
Branch Audit Readiness
Prepare teams with targeted refreshers and quick checks so branches are inspection-ready.
Branch Audit Readiness
Prepare teams with targeted refreshers and quick checks so branches are inspection-ready.
Branch Audit Readiness
Prepare teams with targeted refreshers and quick checks so branches are inspection-ready.
New Product Launch Training
Roll out new offerings with short paths, practice scenarios, and certification.
New Product Launch Training
Roll out new offerings with short paths, practice scenarios, and certification.
New Product Launch Training
Roll out new offerings with short paths, practice scenarios, and certification.
Faster Onboarding
Level up new hires with focused modules, roleplays, and manager feedback.
Faster Onboarding
Level up new hires with focused modules, roleplays, and manager feedback.
Faster Onboarding
Level up new hires with focused modules, roleplays, and manager feedback.
Regulatory Certification Prep
Guide teams through mandatory certifications with clear steps and proof of completion.
Regulatory Certification Prep
Guide teams through mandatory certifications with clear steps and proof of completion.
Regulatory Certification Prep
Guide teams through mandatory certifications with clear steps and proof of completion.
Compliance and Legal Training
Reinforce disclosures, prohibited phrasing checks, and documentation habits.
Compliance and Legal Training
Reinforce disclosures, prohibited phrasing checks, and documentation habits.
Compliance and Legal Training
Reinforce disclosures, prohibited phrasing checks, and documentation habits.
Sales Events and Campaigns
Run time-bound contests with live leaderboards to keep activity high during promotions.
Sales Events and Campaigns
Run time-bound contests with live leaderboards to keep activity high during promotions.
Sales Events and Campaigns
Run time-bound contests with live leaderboards to keep activity high during promotions.
Built for Banking Teams
Secure, compliant, and scalable training built for retail banking, branch operations, and frontline sales teams.
Enterprise security
SSO, role-based access, encryption, and audit logs ensure enterprise control.
Enterprise security
SSO, role-based access, encryption, and audit logs ensure enterprise control.
Enterprise security
SSO, role-based access, encryption, and audit logs ensure enterprise control.
Mobile-friendly
Available on iOS and Android for remote teams with easy, secure access.
Mobile-friendly
Available on iOS and Android for remote teams with easy, secure access.
Mobile-friendly
Available on iOS and Android for remote teams with easy, secure access.
Scenario builder
Create scenarios by product line, channel, and specific branch type.
Scenario builder
Create scenarios by product line, channel, and specific branch type.
Scenario builder
Create scenarios by product line, channel, and specific branch type.
32 + languages
Support for 32+ languages with strong tolerance for English accents.
32 + languages
Support for 32+ languages with strong tolerance for English accents.
32 + languages
Support for 32+ languages with strong tolerance for English accents.
Success by Numbers
Proven impact in regulated banking environments. These are the performance gains teams see after rolling out SmartWinnr at scale.
22%
Increase in sales productivity with contests and targeted coaching
22%
Increase in sales productivity with contests and targeted coaching
22%
Increase in sales productivity with contests and targeted coaching
70%
Improvement in knowledge retention for compliance-heavy topics
70%
Improvement in knowledge retention for compliance-heavy topics
70%
Improvement in knowledge retention for compliance-heavy topics
30%
Reduction in onboarding time when training targets real gaps
30%
Reduction in onboarding time when training targets real gaps
30%
Reduction in onboarding time when training targets real gaps
90%
Message consistency across branches during critical rollouts
90%
Message consistency across branches during critical rollouts
90%
Message consistency across branches during critical rollouts
Technical Specifications
Security and Compliance Encryption in transit and at rest, SSO, role-based access, retention controls, and audit logs.
Secure, compliant, and scalable training built for retail banking, branch operations, and frontline sales teams.
Security & Compliance
Encryption in transit and at rest, SSO, role-based access, retention controls, and audit logs.
Data and IT Compliance
Secure cloud storage
Regular security audits
Security & Compliance
Encryption in transit and at rest, SSO, role-based access, retention controls, and audit logs.
Data and IT Compliance
Secure cloud storage
Regular security audits
Security & Compliance
Encryption in transit and at rest, SSO, role-based access, retention controls, and audit logs.
Data and IT Compliance
Secure cloud storage
Regular security audits
Integrations
Connect CRM, LMS, data warehouse, and BI. Open APIs for custom workflows. .
CRM integration
HRMS integration
LMS integration
Integrations
Connect CRM, LMS, data warehouse, and BI. Open APIs for custom workflows. .
CRM integration
HRMS integration
LMS integration
Integrations
Connect CRM, LMS, data warehouse, and BI. Open APIs for custom workflows. .
CRM integration
HRMS integration
LMS integration
Mobile Capabilities
iOS and Android support. Private practice mode and manager review mode. Screen-aware simulations for fee and feature walk-throughs.
iOS and Android apps
Push notifications
Low data usage
Mobile Capabilities
iOS and Android support. Private practice mode and manager review mode. Screen-aware simulations for fee and feature walk-throughs.
iOS and Android apps
Push notifications
Low data usage
Mobile Capabilities
iOS and Android support. Private practice mode and manager review mode. Screen-aware simulations for fee and feature walk-throughs.
iOS and Android apps
Push notifications
Low data usage
Customer Success & Testimonials
Customer Success & Testimonials
Customer Success & Testimonials
What Banking Leaders Are Saying
"The SmartWinnr team is kind, capable, and a pleasure to work with truly one of the best vendor teams I’ve known."
Laura Welch
Director, Sales Enablement
”Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
“SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment.”
Thubaraka Shanmuganathan
Sales Trainer
"The SmartWinnr team is kind, capable, and a pleasure to work with truly one of the best vendor teams I’ve known."
Laura Welch
Director, Sales Enablement
”Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
“SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment.”
Thubaraka Shanmuganathan
Sales Trainer
"Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
“SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment.”
Thubaraka Shanmuganathan
Sales Trainer
"The SmartWinnr team is kind, capable, and a pleasure to work with truly one of the best vendor teams I’ve known."
Laura Welch
Director, Sales Enablement
"The SmartWinnr team is kind, capable, and a pleasure to work with truly one of the best vendor teams I’ve known."
Laura Welch
Director, Sales Enablement
”Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
“SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment.”
Thubaraka Shanmuganathan
Sales Trainer
"The SmartWinnr team is kind, capable, and a pleasure to work with truly one of the best vendor teams I’ve known."
Laura Welch
Director, Sales Enablement
”Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
“SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment.”
Thubaraka Shanmuganathan
Sales Trainer
Still Have Questions?
Still Have Questions?
Still Have Questions?
Still have questions? We’ve got you covered.
Find quick answers to the most common questions from sales, training, and enablement leaders.
1. What is banking sales training?
It develops consultative skills for branch and remote staff so they discover needs, explain products clearly, and follow required steps.
2. How do we keep branches audit-ready?
Use micro-checks and roleplays that cover disclosures and prohibited phrasing, with transcripts and scores for evidence.
3. What should new-hire training include?
Short modules on discovery, fit, fees, and conditions, plus practice scenarios and manager feedback tied to one rubric.
4. How do we speed product rollouts?
Assign role-based paths, certify quickly, and track message coverage and adoption during campaigns.
5. What KPIs show progress?
Message consistency by branch, faster ramp, activity lift during campaigns, and higher scores on disclosure and product fit.
6. How do we keep engagement high?
Run time-bound contests with live leaderboards and targeted nudges that reward learning, coaching, and performance.
7. Will it work with our stack?
Yes. SSO, CRM, LMS, and BI integrations centralize training, coaching, and reporting.
1. What is banking sales training?
It develops consultative skills for branch and remote staff so they discover needs, explain products clearly, and follow required steps.
2. How do we keep branches audit-ready?
Use micro-checks and roleplays that cover disclosures and prohibited phrasing, with transcripts and scores for evidence.
3. What should new-hire training include?
Short modules on discovery, fit, fees, and conditions, plus practice scenarios and manager feedback tied to one rubric.
4. How do we speed product rollouts?
Assign role-based paths, certify quickly, and track message coverage and adoption during campaigns.
5. What KPIs show progress?
Message consistency by branch, faster ramp, activity lift during campaigns, and higher scores on disclosure and product fit.
6. How do we keep engagement high?
Run time-bound contests with live leaderboards and targeted nudges that reward learning, coaching, and performance.
7. Will it work with our stack?
Yes. SSO, CRM, LMS, and BI integrations centralize training, coaching, and reporting.
1. What is banking sales training?
It develops consultative skills for branch and remote staff so they discover needs, explain products clearly, and follow required steps.
2. How do we keep branches audit-ready?
Use micro-checks and roleplays that cover disclosures and prohibited phrasing, with transcripts and scores for evidence.
3. What should new-hire training include?
Short modules on discovery, fit, fees, and conditions, plus practice scenarios and manager feedback tied to one rubric.
4. How do we speed product rollouts?
Assign role-based paths, certify quickly, and track message coverage and adoption during campaigns.
5. What KPIs show progress?
Message consistency by branch, faster ramp, activity lift during campaigns, and higher scores on disclosure and product fit.
6. How do we keep engagement high?
Run time-bound contests with live leaderboards and targeted nudges that reward learning, coaching, and performance.
7. Will it work with our stack?
Yes. SSO, CRM, LMS, and BI integrations centralize training, coaching, and reporting.
Request A Demo
Accelerate Your Sales Growth.
Start unlocking smarter training and performance today
Request A Demo
Accelerate Your Sales Growth.
Start unlocking smarter training and performance today
Request A Demo
Accelerate Your Sales Growth.
Start unlocking smarter training and performance today