SKILLS AGENT
Make every associate sell like your best one.
Skills Agent gives associates in-the-moment tips, suggestions, and coaching that build emotional intelligence and great timing, the art of saying and doing the right thing at the right moment. The agent does it; the associate learns by doing.
In-the-moment suggestions
What to say, what to recommend, and when to reach out.
Emotional intelligence, coached
Reads the relationship and guides tone, empathy, and timing.
Learn by doing
The agent drafts and suggests; the associate sends and absorbs the technique.
Top performers, made a playbook
Your best advisors’ habits become everyone’s, and new hires ramp fast.
Observe the moment.
It reads the client context and the moment.
Suggest the next move.
It offers the tip, the phrasing, or the next best action.
Act on it live.
The associate uses it live, in your brand voice and the client’s language.
Learn by doing.
Repetition turns the suggestion into the associate’s own instinct.
Better conversion
Every associate performs closer to your best.
Consistent experience
The right tone and timing, everywhere.
Faster onboarding
New associates ramp in days, not months.
Knowledge that stays
Your best advisors’ habits become everyone’s, and don’t walk out the door.
Is this training or real-time help?
What is it based on?
Does it replace managers or trainers?
Elena Marchetti
VP of Retail Experience
