Live webinar · Thu 19 Nov · 11:00 ET / 8:00 PT / 16:00 UK / 17:00 CET
Live webinar for sales leaders, sales managers and enablement heads in financial services

Before go-live, can your advisors explain the new product?

Your training report says 100% certified. It can't tell you who can answer a customer's second question. In 45 minutes: the three mistakes behind deals lost after a launch, what one European bank found when it measured what advisors kept, and a readiness check you can run next week.

WhenThu 19 Nov · 11:00 ET / 8:00 PT / 16:00 UK / 17:00 CET
Length45 minutes, live on Zoom, in English
HostsRaul Engelke, founder and CEO, and Jörg Müller, CCO of e-Mission
Free live session
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The gap

Completion is not readiness.

Completed: 100%Can they explain it? No data

When a new product, rate or fee change goes live, the training report usually says 100% certified. What it can't tell you is which of your advisors can actually explain it to a customer.

That gap shows up later. In deals that stall, in customers who hear a different answer from every advisor, and in complaints your team has to unwind.

In 45 minutes

What you'll walk away with

Why completion rates and quizzes miss the advisors who can't explain the product, and what to look at instead.
The readiness view by product and by team, with real scores from a bank.
How to retrain only what each advisor gets wrong, so a launch takes less training time, not more.
How to spot weaknesses and knowledge gaps in your current trainings before clients or the auditor does.
What we'll cover

The three mistakes sales leaders make before a launch

1. Treating 100% certified as ready

Completion tells you who opened the module, not who can explain the product to a customer who pushes back.

2. Trusting the four-option quiz

With four options, one answer in four is right by pure chance. Your customers don't give your advisors four options. They ask a question and wait.

3. Retraining everyone on everything

The advisors who already know it sit the full course again. The few with real gaps get the same treatment, so the gaps survive.

Shown live

How our AI Readiness-Check works

It runs on the product training you already have and replaces the quiz rather than adding one.

01
Recall

Each advisor explains the product in their own words in 60 to 90 seconds, by voice or text, as they would to a customer. AI scores the meaning against 3 to 5 key points.

02
Reveal

A readiness score by product and by team before launch, including answers given wrongly with high confidence.

03
Refresh

Each advisor retrains only what they got wrong. People who know it are done in minutes.

Case study

What one European bank found when it measured what its advisors kept

80%measured knowledge retention
+118%knowledge increase
8.7/10rated by participants

Case study: a large European bank in its fourth year with e-Mission, 1,000 employees.

Who this is for

Heads of sales, distribution, advisory, sales enablement and training at banks, insurers and brokers, asset managers, and consumer and mortgage lenders with 201 to 5,000 staff.

This isn't an insurance problem or a banking problem. It's every financial services firm whose advisors explain products to customers.

Your hosts

Raul Engelke, founder and CEO of e-Mission. Filmmaker and director, formerly a director and editor at Apple in Berlin. When his own platform data showed learners guessing their way through quizzes, he changed how training is checked.

Four years building advisor training with banks and insurers, including Crédit Agricole, BLKB, Edeka Bank and Uniqa.

Jörg Müller, CCO and Managing Director of e-Mission. Former spokesman of the German Federal Ministry of Finance, with more than 30 years of board-level advisory.

Attendees can book a free Readiness Check on one product.

We take 5 per session.

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