Finance
Boost Financial Services Training and Frontline Readiness
Equip your finance teams to advise, sell, and service with confidence
SmartWinnr helps financial institutions deliver consistent, compliant conversations across branches, RMs, and advisor networks. Teams stay current on products, rates, and regulatory updates. Managers see clear signals on readiness, activity, and outcomes.
Trusted by Trainers and L&D Managers
Overcome Finance’s Biggest Frontline Challenges
SmartWinnr helps finance teams improve field performance, compliance, and readiness across every territory. You can track team and individual KPIs.
Frequent regulatory and policy changes across products
Complex product portfolios across deposits, lending, investments, and treasury
Slow ramp for new advisors and relationship managers
Low and uneven engagement in distributed networks
Limited visibility for managers and controllership
SmartWinnr Solution
Targeted microlearning, SmartFeeds, and quick checks tied to KYC, AML, and internal policy
Real Impact
Fewer compliance misses and audit-ready records
Frequent regulatory and policy changes across products
Complex product portfolios across deposits, lending, investments, and treasury
Slow ramp for new advisors and relationship managers
Low and uneven engagement in distributed networks
Limited visibility for managers and controllership
SmartWinnr Solution
Targeted microlearning, SmartFeeds, and quick checks tied to KYC, AML, and internal policy
Real Impact
Fewer compliance misses and audit-ready records
Frequent regulatory and policy changes across products
Complex product portfolios across deposits, lending, investments, and treasury
Slow ramp for new advisors and relationship managers
Low and uneven engagement in distributed networks
Limited visibility for managers and controllership
SmartWinnr Solution
Targeted microlearning, SmartFeeds, and quick checks tied to KYC, AML, and internal policy
Real Impact
Fewer compliance misses and audit-ready records
SmartWinnr Solutions
for Finance Teams
SmartWinnr Solutions
for Finance Teams
SmartWinnr gives insurance teams a single platform to drive productivity, speed onboarding, and maintain compliance. Agents get contests, AI practice, and structured learning paths that scale across large field forces
Knowledge Reinforcement
Conversation Excellence
Sales Performance
Field Coaching
Smart Knowledge Reinforcement
Keep product, policy, and pricing updates in front of every rep.
Short modules and nudges keep product features, eligibility, documentation, pricing, and disclosures top of mind.
Use K-Hub, SmartFeeds, and SmartPaths to push the right content to the right role at the right time.
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
Keep product, policy, and pricing updates in front of every rep.
Short modules and nudges keep product features, eligibility, documentation, pricing, and disclosures top of mind.
Use K-Hub, SmartFeeds, and SmartPaths to push the right content to the right role at the right time.
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
Keep product, policy, and pricing updates in front of every rep.
Short modules and nudges keep product features, eligibility, documentation, pricing, and disclosures top of mind.
Use K-Hub, SmartFeeds, and SmartPaths to push the right content to the right role at the right time.
Refresher training keeps teams up to date and certification ready.
Managers see who is prepared and who needs support.
How Finance Organizations
Use SmartWinnr
For retail finance heads, wealth and investment teams, operations and compliance leaders who need consistent execution across locations and channels.
Regulatory and Policy Readiness
Prepare teams with targeted refreshers and quick checks so they follow KYC, AML, and internal controls.
Regulatory and Policy Readiness
Prepare teams with targeted refreshers and quick checks so they follow KYC, AML, and internal controls.
Regulatory and Policy Readiness
Prepare teams with targeted refreshers and quick checks so they follow KYC, AML, and internal controls.
New Product Launch Training
Roll out rate cards, lending schemes, investment options, or treasury services with short paths, scenarios, and certification.
New Product Launch Training
Roll out rate cards, lending schemes, investment options, or treasury services with short paths, scenarios, and certification.
New Product Launch Training
Roll out rate cards, lending schemes, investment options, or treasury services with short paths, scenarios, and certification.
Faster Onboarding for RMs and Advisor
Level up new hires with focused modules, roleplays, and manager feedback tied to client-meeting quality.
Faster Onboarding for RMs and Advisor
Level up new hires with focused modules, roleplays, and manager feedback tied to client-meeting quality.
Faster Onboarding for RMs and Advisor
Level up new hires with focused modules, roleplays, and manager feedback tied to client-meeting quality.
Suitability and Disclosure Training
Reinforce disclosures, prohibited phrasing checks, and documentation habits for advisory conversations.
Suitability and Disclosure Training
Reinforce disclosures, prohibited phrasing checks, and documentation habits for advisory conversations.
Suitability and Disclosure Training
Reinforce disclosures, prohibited phrasing checks, and documentation habits for advisory conversations.
Cross-sell and Campaign Programs
Run time-bound contests with live leaderboards to keep outreach and booking rates high during promotions.
Cross-sell and Campaign Programs
Run time-bound contests with live leaderboards to keep outreach and booking rates high during promotions.
Cross-sell and Campaign Programs
Run time-bound contests with live leaderboards to keep outreach and booking rates high during promotions.
Ongoing Readiness
Keep skills current with quick refreshers and manager review mode before high-stakes customer meetings.
Ongoing Readiness
Keep skills current with quick refreshers and manager review mode before high-stakes customer meetings.
Ongoing Readiness
Keep skills current with quick refreshers and manager review mode before high-stakes customer meetings.
Built for Finance Teams
Secure, compliant, and scalable training built for financial services, wealth, lending, and partner-driven channels.
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
Measured impact from real programs in regulated industries. These are the gains insurance teams see when SmartWinnr goes live 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
Engineered for Finance Precision
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 Finance Leaders Are Saying
Proof from teams that improved compliance, speed to readiness, and branch execution.
"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
"SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment."
Name
Role-Trainer
"SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment."
Name
Role-Trainer
"SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment."
Thubaraka Shanmuganathan
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
"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 financial services sales training?
It builds the skills frontline and RM teams need to discover customer needs, match the right products, and follow required disclosures and documentation.
2. How do we keep teams compliant with frequent policy changes?
Use targeted microlearning and quick checks whenever a policy, rate, or eligibility rule changes. Track completion and scores for audit.
3. Can this help with RM and advisor onboarding?
Yes. Create role-based paths for new joiners, include practice scenarios, and let managers review performance in one place.
4. How do we support new product or scheme launches?
Assign short learning paths, add certification, and monitor message coverage and activity during the launch window.
5. What KPIs can we track?
Readiness by product, completion, assessment scores, campaign participation, and conversation quality signals for advisory teams.
6. How do we keep engagement high in distributed networks?
Run time-bound contests with live leaderboards and targeted nudges that reward learning, coaching, outreach, and booked meetings.
7. Will it work with our existing stack?
Yes. SSO, CRM, LMS, and BI integrations let you centralize training, coaching, and reporting in one workflow.
1. What is financial services sales training?
It builds the skills frontline and RM teams need to discover customer needs, match the right products, and follow required disclosures and documentation.
2. How do we keep teams compliant with frequent policy changes?
Use targeted microlearning and quick checks whenever a policy, rate, or eligibility rule changes. Track completion and scores for audit.
3. Can this help with RM and advisor onboarding?
Yes. Create role-based paths for new joiners, include practice scenarios, and let managers review performance in one place.
4. How do we support new product or scheme launches?
Assign short learning paths, add certification, and monitor message coverage and activity during the launch window.
5. What KPIs can we track?
Readiness by product, completion, assessment scores, campaign participation, and conversation quality signals for advisory teams.
6. How do we keep engagement high in distributed networks?
Run time-bound contests with live leaderboards and targeted nudges that reward learning, coaching, outreach, and booked meetings.
7. Will it work with our existing stack?
Yes. SSO, CRM, LMS, and BI integrations let you centralize training, coaching, and reporting in one workflow.
1. What is financial services sales training?
It builds the skills frontline and RM teams need to discover customer needs, match the right products, and follow required disclosures and documentation.
2. How do we keep teams compliant with frequent policy changes?
Use targeted microlearning and quick checks whenever a policy, rate, or eligibility rule changes. Track completion and scores for audit.
3. Can this help with RM and advisor onboarding?
Yes. Create role-based paths for new joiners, include practice scenarios, and let managers review performance in one place.
4. How do we support new product or scheme launches?
Assign short learning paths, add certification, and monitor message coverage and activity during the launch window.
5. What KPIs can we track?
Readiness by product, completion, assessment scores, campaign participation, and conversation quality signals for advisory teams.
6. How do we keep engagement high in distributed networks?
Run time-bound contests with live leaderboards and targeted nudges that reward learning, coaching, outreach, and booked meetings.
7. Will it work with our existing stack?
Yes. SSO, CRM, LMS, and BI integrations let you centralize training, coaching, and reporting in one workflow.
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