Industry Solution • BFSI

Agile Training for Agile Finance Teams

Keep your sales agents and branch staff updated on new products, compliance changes, and sales pitches instantly.

WhatsApp-First
100+ Languages
3-Min Modules
50K+
Active Learners
85%
Completion Rate
3 Days
Avg. Onboarding
BFSI illustration

How Leap10x Solves Your Challenges

We understand the unique training challenges in bfsi and have built solutions specifically for your industry.

The Industry Challenge

1

Constant Updates

New products, schemes, and regulations change quarterly.

2

Remote Field Force

Agents and correspondents operate remotely.

3

Compliance Risks

Mis-selling and regulatory non-compliance carry heavy penalties.

4

Productivity Gaps

Agents lack confidence in explaining complex products.

The Leap10x Solution

Instant Product Flashes

Send product updates directly to agent phones instantly.

Remote Enablement

Train agents wherever they are, without travel.

Compliance Tracking

Ensure 100% adherence with automated quiz tracking.

Sales Scripts

Just-in-time objection handling and pitch scripts.

Training Solutions

Key Use Cases for BFSI

Click on any card to see how we can help transform your training in that area.

Product Training

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Deep-dive into financial products, features, eligibility criteria, and competitive differentiation to boost sales confidence.

Compliance Training

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Mandatory KYC, AML, and mis-selling prevention training with tracked assessments and certifications.

Sales Pitch Training

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Interactive role-play scenarios for objection handling, closing techniques, and customer needs analysis.

Process Training

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Step-by-step guidance on loan processing, account opening, and documentation requirements.

Certification Prep

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Prepare agents for regulatory exams like IRDA, AMFI with practice tests and study materials.

Customer Service

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Train branch staff on complaint resolution, escalation procedures, and delivering exceptional customer experience.

Proven Results

Metrics That Matter

Real outcomes from bfsi companies using Leap10x.

0%

Faster Product Time-to-Market

0%

Compliance Adherence

0%

Sales Conversion Increase

Ready to transform your BFSI workforce?

Join hundreds of bfsi companies already training smarter with Leap10x.

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