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What can we help you with?

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.

71%

reduction in underwriter program failure

95%

competence gap closure

58%

reduction in ID&V incidents post-launch

25%

reduction in negative customer experiences

Trusted by financial services and insurance organizations worldwide

Customer testimonials

Voices of our customers

Read what global financial services leaders have to say about how Attensi has improved their business.

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The solution

Practice-based training tailored to your organization

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. 

How it works

Four steps to a high-performing client team

1

Design training for your organization

Design scenarios around your values, products, and the real situations your people encounter — from client conversations and risk assessments to underwriting decisions and broker negotiations. With an AI-powered authoring engine, anyone can build bespoke training — and update content instantly across your entire organization the moment requirements change.

2

Your people practice anytime, anywhere

On any device, between client meetings, at the office, or on the go. From compliance adherence and risk assessment to handling client negotiations and conversations — every format drives the repetition that builds competence, without disrupting their day.

3

Repetition builds real expertise

Game mechanics bring people back voluntarily, each time closing the gap between knowing what to do and doing it instinctively. They learn from mistakes, get instant feedback, and arrive at every client interaction confident, competent and ready to perform.

4

Connect training to business performance

Data that reveals where skills are strong and where standards are slipping — across every team, location, and role. Connect training directly to the operational metrics that matter: time to competency, compliance scores, customer satisfaction, attrition rates, and regulatory audit results.

Real results from financial services and insurance organizations

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    Platform features

    Purpose-built for performance

    The tools financial services and insurance teams need to build expertise faster, meet regulatory standards, and scale confidently.
    Engage

    Game-based simulations

    Realistic training and simulations shaped around your processes, products, and client scenarios — driving the repetition that turns knowledge into instinctive expertise.

    Practice

    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.

    Scale

    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.

    Measure

    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.

    Integrate

    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.

    Create

    AI-powered content authoring

    Design powerful, bespoke training content across any topic, in minutes — from knowledge modules and AI conversations to full simulations — built from scratch or generated with AI.

    Manage

    End-to-end management system

    Build learning journeys, manage content, schedule campaigns, and track completions — all from a single system, with SMS notifications to keep every learner current.

    Content

    Training across every topic and format

    From compliance and onboarding to technical underwriting and leadership — consistent, immersive training across every subject, without adapting your standards to fit the content.

    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

    With Attensi
    Traditional Training
    How learning happens
    With Attensi Active practice – simulate, repeat, improve
    Traditional Training Passive consumption – watch, listen, complete
    What gets measured
    With Attensi Capability and behavior change
    Traditional Training Completion rates
    Where training takes place
    With Attensi Any time, any device, in the flow of work
    Traditional Training Scheduled sessions, classrooms, e-learning modules
    What happens after training
    With Attensi Spaced repetition builds lasting behaviour
    Traditional Training Knowledge fades, performance gaps re-emerge
    How managers know it’s working
    With Attensi Real-time data on readiness, gaps, and progress
    Traditional Training Completion ticked. Questions asked in person
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    Explore our latest financial services insights

    Accelerating Change in the Insurance Industry
    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.

    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.