Banking & Insurance: training that keeps pace with your branches
New products, changing regulations, and rapidly changing customer expectations... In the banking and insurance sector, field expertise must evolve as quickly as the market.
The five obstacles to training your banking & insurance teams
Multi-site teams that are sometimes isolated
It is difficult to align practices and circulate information in a dispersed network.
High turnover rate hinders commercial excellence
Between departures and internal mobility, there is a constant need to onboard again, reframe, and relaunch.
Increasingly complex products and services
Teams must master the latest innovations without endless top-down training.
Continuously evolving regulatory compliance
Each mistake can be costly, so training must keep up with the pace of regulations.
Customer experience cannot depend solely on the advisor
Every contact point should reflect the quality of your service, whether in-person or remote.
What your teams need to master
The products & services offered
Understand the technical specifics and eligibility conditions and know how to clearly explain them to customers by adopting the right advisory posture.
The customer relationship
Master the basics of reception, whether in an agency or remotely, to guide each client toward the right solution.
Compliance and legal obligations
Respect regulatory frameworks and have the right reflexes to secure each interaction: information obligation, duty to advise, KYC, RGPD, DDA...
Internal tools
Business software, CRM, and customer platforms: learning to use internal tools effectively without wasting time or making errors.
Group rituals & processes
Align practices at all levels, ensure consistency between agencies and guarantee consistent service quality.
Beedeez adapts to your network's challenges
Here, you learn on the job without disrupting activity
Features designed for the banking and insurance sector
Fluid training, even in a highly structured environment
Training is available on mobile, tablet, or desktop and can be accessed between appointments or during quiet moments.
Formats designed for field efficiency
Short capsules, explanatory videos, and validation quizzes. Product and regulatory fundamentals are smoothly integrated without overloading.
A common base on products and compliance
Offers, services, duty to advise, KYC, DDA, etc. Your teams will master the basics, the latest news, and legal requirements without approximation.
A flow of knowledge at all levels
Advisors learn from each other, and experts share best practices so that knowledge doesn't get stuck at headquarters.
Traceability that protects you
Everything is monitored: coaching, milestones, and validations. You can rest assured that your teams are well-trained and demonstrate it.
Field-proven
They tested it, measured it, validated it
95%module completion rate by companies
156capsules are completed on average per employee each year
50%reduction in new employee onboarding time
Learn about their experience with Beedeez
Concrete benefits for your teams and your network
Faster increase in skills
Onboarding with the right guidelines and structured follow-up, as well as visible progress in the field.
Better control of products
Fewer mistakes, more tailored advice, and stronger customer relationships.
Guaranteed compliance
Up-to-date, and trackable regulatory training.
Consistent service quality
The same welcome, level of expertise, and customer experience everywhere.
Strengthened commitment
More autonomy, higher business valuation, and lower turnover.
Beedeez in action: training applied to the network
New offer = triggered training
Each new product comes with a training capsule, distributed to the entire sales force.
Ongoing compliance
Regulatory reminders, validation quizzes, and skills monitoring keep your risks under control.
Peer sharing
Advisors and experts exchange advice and tips, without waiting for the next formal session.
Best practices circulate around the site
Tips, tricks, and procedures — what works in one place can be useful for everyone.
Built for the field Adjusted to your reality
There is no one-size-fits-all solution for specific jobs. Each sector has its own realities. Our platform adapts to everyone.
We answer your questions
We can talk about it whenever you'd like. After all, you are the one making Beedeez AI intelligent.
Does Beedeez's training cover regulatory topics?
Yes, it does. Topics include compliance, KYC, DDA, and duty to advise. Your teams are trained with up-to-date content.
How can you train effectively in a dispersed network of agencies?
Beedeez adapts to all rhythms and formats: Mobile, tablet, or desktop — even offline. Each employee has access to useful content at the right time, whether they're in an agency, at the head office, or on the go.
Can we monitor the evolution of skills over time?
Yes, thanks to milestones, achievement validation, and integrated coaching. You have a clear vision of each employee's progress and the necessary actions.
What about training on new products?
A novelty? You can easily create a dedicated capsule and send it to your teams. Advisors can be trained quickly and efficiently without having to wait for the next meeting or in-person session.
Put our talent for training to your credit
Built for the field Adjusted to your reality
There is no one-size-fits-all solution for specific jobs. Each sector has its own realities. Our platform adapts to everyone.