Streamz for Financial Services Sales Training

Build a team of sales officers and RMs your customers trust

Streamz Empower your teams to sell effectively and win customers with training that builds winning behaviour

Solve Your Finance Sales Training Challenges

High expectations without structured onboarding leads to many salespeople quitting within the first year

Within a large number of products and customer personas, it’s difficult to pitch the right product, to the right customer

Continuous changes in regulations and policies make it difficult to monitor compliance and keep sales reps updated

Lack of product, process, and customer knowledge leads to high levels of rejection and increased workload for approvals

Do it the Streamz Way

From training and practice to data-driven insights, Streamz is a comprehensive sales readiness platform that will level up your finance sales training initiatives.

Always-On Microlearning

Deliver snackable content and regular assessments designed to expand, refresh, and reinforce specific skills and knowledge

Template-based content creation: Create bite-sized, micro-learning modules covering products pitches, customer segments, FAQs, competitive information and battlecards

Contextual Search: Enable your sales officers to access the most relevant learning content at lightning fast speed

Automated Knowledge Checks: Automate your assessments to monitor skills and knowledge levels of each salesperson

Personalised Learning Journeys: Identify sellers who are not cross-selling / upselling and enable hyper-individualised learning journeys to mitigate knowledge gaps


Scale financial training programs that are relevant and personalized for each sales officer

Automated Learning Tasks: Deliver automated learning tasks to each salesperson based on predefined conditions – roles, context, cohorts

Content Recommendations: AI-led content recommendations based on skills gaps to ensure your reps are always up-to-date and following compliance & regulatory requirements

Notifications & Nudges: Smart nudges to your salespeople to remain on track – complete a course, assessment or activity

Know Your Skill Levels: Arm your sales people with the tools that help them know their knowledge and expertise in real time and how they can improve

Dynamic Competency Matrix

What skills, knowledge, or behaviours are impacting the leading and lagging success indicators of your sales teams? See the direct impact your finance sales training is having on your team’s growth.

Identify gaps: View competency gaps across teams, roles, individual reps and see how they are impacting performance

View progress in real-time: Let users see their own skill competencies and gaps to drive self improvement

Map competencies to outcomes: Pull the right data from CRMs, sales automation and performance management tools and align each metric to desired skills and behaviours

Map roles to competencies automatically: Automatically generate a competency-role map of the organization based on learning activities assigned to users

Roleplays & Video Pitches

Ensure your sales officers and Relationship Managers are compliant and always on-brand with AI-guided roleplays

Schedule Pitches: Schedule video pitching activities for the sales officers that really need it

Manager Feedback: Give your feedback to your sales teams withing seconds with Streamz Manager Action Centre

3rd Party Reviewers: Collaborate with 3rd party reviewers to provide expert feedback and ensure your sles officer are always brand-consistent

Remediation Workflows: Use Manager Action centre to set up remdidiation workflows and develop your sales teams

Gamification & Rewards

Drive winning behaviours and make training fun with our state-of-the-art sales gamification engine

Milestoned Learning Journeys: Create milestoned finance sales training programs filled with points, quizzes, badges, and certificates

Real Time Leaderboards: Increase competitive spirit and drive productivity with personalised real-time leaderboards

Gamify CRM Data: Gamify external data – quota attainment, no. of productive calls, and more to drive desired sales behaviours

Integrated Instant Redemptions: Convert earned points into rewards at the touch of a button

AI-guided Manager Advisor

Empower your frontline sales managers to develop their teams on-the-go with actionable coaching insights.

Identify team performance: Complete drill down and comparative view of sales team to id the challenge areas

Coachable insights for each sales rep: Data driven assessment of each sales reps learning journey, knowledge levels and gaps

Set up remediation workflows: Send instant personalized notifications and schedule 1-1 coaching sessions for individual sales rep actions

Advanced Analytics

Get granular visibility into the multiple facets of your finance sales training and make informed, data-driven decisions

40+ Pre-defined Metrics: Pre-built dashboards covering user engagement, content effectiveness, salesperson proficiency, organizational knowledge gaps, and more

Build Custom Dashboards: Create custom dashboards with your sales readiness data lake on a need-to-know basis

Unprecedented Speed: Visualize your key metrics or drill down to desired levels of granularity at breakneck speed

Report Scheduling: Schedule your analysis and reports distribution along sales management hierarchies with the right aggregations

The Pocket Coach For Sales Teams that are On-the-go


The banking sales landscape is highly competitive and regulated, with banks constantly seeking to innovate and differentiate themselves in order to win customers and grow their market share. Banks use a range of sales channels to promote their products, and sales staff are incentivized to meet sales targets while adhering to ethical sales practices.

The banking sales landscape is highly competitive and regulated, with banks constantly seeking to innovate and differentiate themselves in order to win customers and grow their market share. Banks use a range of sales channels to promote their products, and sales staff are incentivized to meet sales targets while adhering to ethical sales practices.

The Streamz platform helps Relationship Managers, and Sales Officers:

  • Receive banking sales training and learn about products at their fingertips, on-the-go
  • Understand and help solve customer queries effectively
  • Practice product pitch and objection handling skills through scenario-based video pitches
  • Cross-sell and up-sell products by identifying customer needs
  • Stay up-to-date and compliant on latest regulatory developments

The Streamz platform helps Loan Officers, ROs, RMs, and sales reps:

  • Continuously learn about products, and new launches, including critical features, benefits, and pricing
  • Improve Customer Discovery skills – learn how to probe and understand customer requirements to reduce mis selling and improve FTR
  • Share collateral and information directly with prospects through messaging apps in real-time
  • Handle objections from customers with highly optimized quick access battle cards
  • Improve productivity with structured, personalized onboarding thereby reducing infant attrition

Frequently Asked Questions

What is sales training software?

Sales training software is a digital solution designed to enhance sales teams’ knowledge, skills, and performance. It provides a platform for creating and delivering interactive and engaging training content, such as video lessons, snackable content streams, quizzes/assessments/Knowledge checks, and role-playing exercises.

How does sales gamification work?

Sales Gamification works on human psychology of motivating people through rewards and recognition to display positive learning behaviour. The aim of Implementing gamification for sales is to energize learning and nudge learners towards the completion of their goals. There are a few things you need to remember while carrying out gamification of learning:

  1. Successful contests play on emotions. Make the sales reps believe he can improve and win. 
  2. Set clear objectives of the sales contests. These need to align with the sales behaviours essential to continuous wins. 
  3. Provide visibility into contest’s rules, user’s progression, awards, and leaderboards
  4. Set up multiple winnable milestones and make sure to reward your sales reps.
What are the various use cases for sales training software?

A sales training platform can be used to onboard new salespeople, upskill existing team members, reinforce learning through ongoing coaching, and stay updated with the latest sales methodologies. It can also be used to drive short-term and long-term gamified programs and drive desired sales behaviour. The sales training software can also be used for contextually educating salespeople on new product messages, features and benefits. With its data-driven methodology, sales training software serves as a tool to track individual and team performance, offering insights into areas of strength and areas that require improvement.

What are the key benefits of a Sales Training platform?

Here are some of the benefits of sales training software

  • Consistent and standardized training: It ensures that all team members receive the same quality of training, regardless of location or time.
  • Faster Onboarding: A standardized program ensures that new hires quickly acquire the knowledge and skills necessary to contribute to the team’s success.
  • Improved productivity: Garnering to individual learning speeds, and areas of  improvement, a sales training platform such as Streamz ensures your reps are productive and striving for success
  • Performance tracking and analytics: Sales training platforms allow managers to monitor individual and team performance, identify areas for improvement, map learning to RoI, and make data-driven decisions.
  • Cost and time savings: It reduces the need for in-person training sessions, travel expenses, and lengthy onboarding processes, leading to cost and time savings for the organization.
What features should I look for in sales training software?
  • Content creation and delivery: Look for a tool that allows you to create and deliver a variety of training materials, such as videos, bite-sized content, interactive modules, and assessments.
  • Gamification and engagement: Gamified elements such as badges, leaderboards, and interactive quizzes can boost engagement and motivation among sales team members.
  • Progress tracking and analytics: The software should provide robust tracking capabilities to monitor individual and team progress, completion rates, assessment scores, and other relevant metrics. Analytics and reporting features should offer insights into the effectiveness of the training program.
  • Mobile First: Ensure that the software is accessible on mobile devices, as it allows salespeople to access training materials anytime, anywhere.
  • Integration capabilities: Consider whether the software can integrate with your existing CRM or other sales tools to streamline workflows and data sharing.

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