
AI-Native training for Financial Services & Insurance
Training that builds high-performing client teams
Close competence gaps, develop client-ready teams, and ensure performance holds at every level of your organization — with training designed around the complexity of your organization.
reduction in staff attrition
reduction in underwriter program failure
reduction in negative customer experiences
reduction in ID&V incidents post-launch
Trusted by financial services and insurance organizations worldwide
Real results from financial services and insurance organizations
95%reduction in training time
Hiscox cut underwriter training time by 95% — from 60 hours of classroom-based training down to 3 hours with Attensi, with underwriters averaging 4 repetitions per module.
58%reduction in ID&V incidents
Identity and verification incidents fell by 58% post-launch at Leeds Building Society, with a 78% reduction among individuals who completed the full training program.

3xreturn on investment
Equiniti cut new joiner training time by 25%, reduced re-training time by 40%, and achieved a 3x ROI — driven by lower training costs and reduced staff attrition across its call center operations.
The challenge
High-stakes client interactions don't leave room for almost

Whether you run a retail bank, an insurance firm, or a financial advisory firm — your client-facing teams need the skills to navigate complex, regulated processes and conversations. High attrition, product change, and growing regulatory pressure make consistent performance across branches and advisory teams difficult to maintain. When training doesn't build competence, it shows up in compliance failures, client complaints, and attrition rates.
- Advisors reach client interactions before they're confident.
- Compliance knowledge gets tested at induction but fails under pressure.
- Onboarding investments aren't realized with high attrition rates.
- Completion rates don't prove competence.
The solution
Training tailored to your organization. Built to scale

When training is designed around your organization — your products, underwriting processes, client relationships, and the complex interactions your people face — knowledge turns into competence. From game-based onboarding and technical simulations to AI-powered broker and client conversation practice, employees practice realistic scenarios repeatedly until the skills are instinctive.
The result is advisors, agents, and relationship managers who perform to the standard regulators and customers expect — not just staff who've completed training.
Driving genuine mastery across:
- Customer experience and client conversations
- Underwriting and technical expertise
- Onboarding and time to competency
- Sales and advisory skills
- Regulatory compliance and conduct
Confident, competent client teams — performing to the standard regulators and customers expect.
How it works
Three steps to a high-performing client team
Design and deploy training
Whether you build content yourself, use Attensi's proprietary AI, or our consultancy and design team — scenarios are built around your products, underwriting processes, and the real client interactions your people face. Always current; update and deploy instantly when a regulation changes or a product launches.
Practice-based training
Training modules in the form of a game drive motivation — fueling voluntary repetition that builds competence. Your people have a tailored learning path, learn from mistakes, and get personalized feedback. Accessible on any device — employees stay informed, connected, and ready to perform.
Connect training and performance to key business metrics
Data that reveals where skills are strong and where standards are slipping — across every team and location. Go beyond completion rates and connect training to what matters: time to competency, compliance scores, attrition rates, and customer satisfaction.
Leeds Building Society
25% reduction in negative customer experiences

Leeds Building Society built "Hear to Help" with Attensi to help staff identify and support customers in vulnerable circumstances — closing 73% of the competence gap and delivering a 25% reduction in negative customer experiences.
Platform features
Purpose-built for performance
The tools financial services and insurance teams need to build expertise faster, meet regulatory standards, and scale confidently.
Game-based simulations
Realistic training and simulations shaped around your processes, products, and client scenarios — driving the repetition that turns knowledge into instinctive expertise.
AI-native role-play
Dynamic AI conversation practice built around the real interactions your people face — from client advisory discussions and broker negotiations to vulnerable customer conversations. Characters respond and adapt like real clients do.
Training on any device
Available on any device, including iOS and Android. Your people train between client meetings, at the office, or on the go — without a classroom or calendar block. No scheduling friction, no disruption to live work.
Built for large, complex organizations
Deploy consistent training across thousands of employees simultaneously — across business lines, geographies, and seniority levels. One platform, one standard, visible across your entire organization.
Real-time performance data
Reveal competence gaps and performance trends by team, location, or role in real time. Spot where regulatory knowledge is slipping before it shows up in an audit or customer complaint.
Connects with your existing tech stack
Connects with Workday, Docebo, Cornerstone, and other leading LMS and HRIS platforms via SSO and SCIM. No rip-and-replace required.
Customer Success
Your success is our success

From day one, you have a dedicated Customer Success Manager who works alongside a skilled team — design specialists, training consultants, and experts in behavioral science — all committed to the impact training has on your business.
How Attensi differs from traditional training
All your training needs. Covered.
Explore training built for your reality — and designed to drive performance where it matters most.
Frequently asked questions
Common questions from financial services and insurance organizations
Can't find what you're looking for? Talk to our team.
Vulnerable customer handling requires judgment that can't be built from a policy document. Staff need to practice realistic, nuanced conversations repeatedly — recognizing vulnerability signals, adapting their approach, and maintaining compliance throughout. When that practice is built around your organization's actual customer scenarios and regulatory obligations, the capability transfers directly to the real interaction.
Consistency at scale is one of the hardest problems in financial services L&D — especially when regulatory requirements vary by region and teams are split across branches, call centers, and back-office functions. Hiscox deployed Attensi across their underwriting teams and cut training time by 95% — from 60 hours of classroom learning to 3 hours — while maintaining consistent standards across the organization. A single platform that delivers role-specific training, tracks results by location and role, and pushes updates instantly removes the coordination overhead that makes consistency so difficult to maintain.
FCA Consumer Duty, AML, and identity and verification requirements can all be addressed through practice-based training designed around your specific obligations — not generic e-learning mapped loosely to a regulatory checklist. Leeds Building Society built exactly this capability, reducing negative customer experiences by 25% and closing 73% of competence gaps across their teams.
Game mechanics bring people back voluntarily — and voluntary repetition is what builds the competence that holds under pressure. Equiniti reduced new joiner training time by 25% and cut re-training time by 40% — driven largely by staff returning to practice without being prompted. When training is built around realistic scenarios rather than information delivery, people engage because the practice feels relevant — not because completion is mandated.
Good compliance training does more than satisfy an audit — it changes how people behave in the moment. That means role-specific scenarios built around your actual regulatory obligations, repeated practice until responses are instinctive, and performance data that tells you where knowledge is holding and where it isn't. The institutions seeing the strongest compliance outcomes have moved away from annual e-learning and toward training that mirrors the complexity of the real work — including AML procedures, Consumer Duty obligations, and high-stakes client interactions.
Insurance training has traditionally relied on classroom programs and shadowing — formats that are time-intensive and difficult to scale consistently. Hiscox reduced underwriter training time by 95% — from 60 hours of classroom-based learning to 3 hours — by replacing passive instruction with simulation-based practice that replicates the real decisions underwriters face. The same approach applies across client-facing roles: when people practice the actual conversations and scenarios they encounter, competency builds faster and holds longer.
Explore our latest financial services insights
See it In Action
Book a demo designed around your operation
Tell us about your organization, and we'll show you how Attensi closes competence gaps, strengthens compliance, and builds the kind of performance that holds under regulatory scrutiny — across every team and location.






