Parlare for financial services

A client relationship turns on one conversation.

The client moving assets to a robo-advisor. The business owner in a cash-flow crunch. The advisor who has to hear about a missed compliance deadline. Each of those conversations happens once, for real. Parlare gives your advisors, bankers and the managers who coach them somewhere to practice first, against an AI that pushes back, and shows them exactly where it slipped.

See how it works
Parlare Sales

For advisors and bankers

32 seconds.

Parlare Coaching

For the leaders who coach them

31 seconds.

Four lines of business

Scenarios built for each one.

Pick wealth, retail, business or commercial banking, then the conversation. A few of the twenty-one:

  • Winning back a client who moved assets to a robo-advisor
  • Earning the primary-bank relationship from a newcomer client
  • Guiding a small business owner through a cash-flow crunch
  • Renegotiating a credit facility the company has outgrown

Every conversation is scored on seven sales skills, with a better line for the weakest moment. On live calls held in a browser tab, such as Zoom, Google Meet or Teams, Whisper Coach shows short prompts only the rep can see.

Parlare Sales →
For the leaders

The conversations that keep good people.

Managers practice with an AI direct report, peer or manager who reacts the way a real one would:

  • Address a performance issue
  • Deliver difficult feedback
  • Rebuild trust
  • Re-engage someone who's disengaged
  • Career development conversation

Scored on five coaching frameworks, so a leader sees what landed and what to try next time.

Parlare Coaching →
Built for a regulated business

Careful with what comes in.

Practice sessions use made-up clients, so no client data is needed to get started.

When someone uploads a real conversation to be scored, a social insurance number or card number stops the upload in the browser. Then a second check looks for material non-public information, HR or legal proceedings and security credentials, and stops the transcript before it is scored or saved.

Production data is stored in Montreal, Canada.