Accepting 3 Design Partners for Q1

The Flight Simulator for
Private Banking.

Practice complex UHNW conversations—estate planning, alternative investments, and fee defense—with an AI that thinks like your most sophisticated client.

See the Demo

SOC2 Compliant Architecture • Private Cloud Deployable

Engineering DNA from

GoogleStanfordScale AIColumbia

Unlike Generic Sales Tools

Practice with financial nuance.

Generic LLMs apologize when you push back. Our models are calibrated on Stanford-developed frameworks and top-tier wealth management methodologies.

  • ✓
    Understands Portfolio Liquidity constraints.
  • ✓
    Detects subtle Trust Indicators vs. polite dismissals.
  • ✓
    Simulates UHNW Personas (e.g., Tech Founder, Old Money Heir).
Live Scenario
Rep
"We suggest diversifying into private credit to stabilize yield."
AI
Audio Playing...
"I’m already heavily exposed to illiquids in my own business operations. Why would I lock up cash for another 7 years in this rate environment?"

Scenario: Defending Illiquidity Constraints

Risk-free practice for high-stakes outcomes.

Elite sellers shouldn't practice on your best clients. We combine cognitive science for optimized learning with the risk-mitigation of a flight simulator.

Instant Feedback Illustration

Instant Feedback

Reps receive actionable feedback and scoring after every simulation, building confidence and skills at scale.

Personalized Coaching Illustration

Personalized Coaching

Managers deliver 1:1 coaching with rich post-practice insights, recommendations, and skill gap analysis.

Moneyball Readiness Score Illustration

Moneyball Readiness Score

Quantify rep readiness with scores based on objection handling, empathy, and closure rates. Move reps from onboarding to revenue in weeks, not months.

Partner with us to define the standard.

We are accepting applications for 3 more Design Partners in Q1. Partners receive legacy pricing, custom scenario development, and white-glove onboarding.

Apply for Access