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Banking and finance
14 examplesA hand on the pulse: updates and training for bankers and call centre agents, by phone
Call centre agents spot suspected fraud on the first call
- Compliance uploads the fraud detection procedure, as a PDF.
- Yedaverse builds a lesson and a phone call from it.
- Compliance officers approve both before they go out to the call centre.
- At the start of the shift they go to call centre agents by phone call.
- Agents learn the procedure and practise in a phone call with a suspicious caller.
- The management dashboard shows who spots the signs, and alerts you to anyone who hasn't finished.
Combinations
- LessonPhone callSuspected fraud: lesson and callCreate
- BriefSimulationA change in fees: brief and simulationCreate
- BriefLessonSimulationCustomer retention: brief, lesson and simulationCreate
Single trainings
- Phone callSuspected card fraudCreate
- SimulationTurning down a loan applicationCreate
- SimulationA customer who wants to leaveCreate
- Phone callA fee the customer doesn't understandCreate
- SimulationKnow your customerCreate
- SimulationAn investment suitability conversationCreate
- Job interviewInterview for junior bankerCreate
- Phone callAn older customer and a suspicious callCreate
- Training sessionAnti-money launderingCreate
- LessonPrivacy at the bankCreate
- VideoThe new mortgage planCreate
Frequently asked questions: Banking and finance
Can they practise a call with a customer who suspects fraud?
Yes. You upload the procedure, and Yedaverse builds a phone call simulation with a virtual customer. The score and feedback are based on the procedure.
How do we see mandatory trainings on their own?
Mandatory trainings are marked “Mandatory”, and the management dashboard can show only those: who has completed them, who is stuck and who has missed the due date.
What do bankers receive on their phone?
A link by SMS, WhatsApp or email, or a phone call. No username or password is needed.
Can the training repeat every year?
Yes. You choose for the training to repeat every year, and the upcoming renewals appear in the management dashboard.