Banking & Insurance: training that follows the pace of your branches
New products, changing regulations, customer expectations that are changing at breakneck speed... In the Banking & Insurance sector, field expertise must evolve as quickly as the market.
Training your banking & insurance teams: the 5 obstacles to overcome
Multi-site teams, sometimes isolated
Difficult to align practices and to circulate information in a dispersed network.
A turnover that hampers commercial excellence
Between departures and internal mobility, we must constantly reintegrate, reframe and relaunch.
Increasingly complex products and services
And teams that have to master the latest innovations without endless top-down training.
Continuously evolving regulatory compliance
Each mistake can be expensive: the training must follow the regulatory tempo.
A customer experience that cannot depend only on the advisor
Each contact point should reflect your quality of service — in an agency as well as remotely.
What your teams need subdue
The products & services offer
Understand technical specificities and eligibility conditions, and know how to explain them clearly to customers, by adopting the right advice posture.
The customer relationship
Reception, listening, personalized support: master the basics of reception in an agency or remotely, to guide each client towards the right solution.
Compliance and legal obligations
Information obligation, duty to advise, KYC, RGPD, DDA...: respect regulatory frameworks, with the right reflexes to secure each interaction.
Internal tools
Business software, CRM, customer platforms: knowing how to use internal tools effectively, without wasting time or error.
Group rituals & processes
Align practices at all levels, ensure consistency between agencies and guarantee consistent service quality.
Beedeez adapts to your network challenges
Here, you learn in the field, without blocking the activity.
Features designed for the banking and insurance sector
Fluid training, even in a highly structured environment
Training available on mobile, tablet or desktop, accessible between two appointments or in quiet moments.
Formats designed for field efficiency
Short capsules, explanatory videos, validation quizzes... Product and regulatory fundamentals are integrated smoothly, without overloading.
A common base on products and compliance
Offers, services, duty to advise, KYC, DDA... Your teams master the basics, news, and legal requirements — without approximation.
A flow of knowledge at all levels
Advisors learn from each other, experts share best practices, and knowledge doesn't get stuck at headquarters.
Traceability that protects you
Coaching, milestones, validations: everything is monitored. You can be sure that your teams are well trained — and that it shows.
The proof by the field. They tested it, measured it, validated it
95%Rate of completion of modules by companies
156capsules completed each year on average per employee
50%reduction in the integration time of new employees
Learn about their experience with Beedeez
Concrete benefits for your teams — and your network
A faster increase in skills
Onboarding with the right guidelines, structured follow-up and scenarios, visible progress in the field.
Better control of products
Fewer mistakes, more tailored advice, and strengthened customer relationships.
Guaranteed compliance
Up-to-date, and trackable regulatory training.
Consistent service quality
Same welcome, same level of expertise, same customer experience — everywhere.
A strengthened commitment
More autonomy, more business valuation, less turnover.
Beedeez in action: training applied to the network
New offer = training triggered
Each new product comes with a training capsule, distributed to the entire sales force.
Ongoing compliance
Regulatory reminders, validation quizzes, skills monitoring: your risks are under control.
Sharing between peers
Advisors and experts exchange advice and tips, without waiting for the next formal session.
Best practices that go around the site
Tips, tricks, procedures: what works in one place can be useful for everyone.
Built for the field. Adjusted to your reality.
No generic solution for specific jobs. Each sector has its own land. Our platform adapts to everyone.
We answer your questions
We talk about it when you want. You are the one who makes Beedeez AI intelligent.
Does the Beedeez training also cover regulatory topics?
Yes, perfectly. Compliance, KYC, DDA, duty to advise... Your teams are trained with content that is always up to date.
How to train effectively in a dispersed network of agencies?
Beedeez adapts to all rhythms and all formats: mobile, tablet or desktop, even offline. Each employee has access to useful content at the right time — in an agency, at the head office or on the move.
Can we monitor the evolution of skills over time?
Yes. Thanks to milestones, the validation of achievements and integrated coaching, you have a clear vision of the progress of each employee — and the actions to be taken.
And training on new products?
A novelty? You can easily create a dedicated capsule, sent to your teams. Advisors are trained quickly, in a targeted manner, without having to wait for the next meeting or face-to-face session.
The assurance of learning well is here
Built for the field. Adjusted to your reality.
No generic solution for specific jobs. Each sector has its own land. Our platform adapts to everyone.