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Industries · Banking

Branch advisors who know every product they offer.

Mortgages, investment products, digital services and regulated advice. Atrivity measures what branch and remote advisors really know and closes the gaps before the client conversation.

Powered by Atrivity Readiness + Atrivity Assistant

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Retail banking leadershipTraining and talentComplianceProduct and marketing

The challenge

What makes it hard in banking.

Challenge 01

Knowledge and competence rules

Rules such as MiFID II ask advisors to hold and maintain knowledge and competence, and a certificate is only the start.

Challenge 02

A wide, changing catalogue

Mortgages, savings, investment, insurance and digital services all change conditions over the year.

Challenge 03

Consistency across the network

Hundreds of branches and remote teams should give the same correct answer.

Value proposition

Know who is ready. Close the gaps that matter.

Atrivity Readiness finds what your advisors does not know and closes the gaps with knowledge challenges and refreshers. Atrivity Assistant answers what they need in the moment. Both run on your Sales Layer of approved content and report into the same analytics.

What you get

Maintained, verified knowledge

Evidence by advisor, product and branch, all year, not once.

What you get

The same correct answer everywhere

Answers on products, conditions and processes based on your approved documents.

What you get

Branch managers who know who to support

Team slides for every branch manager with the gaps still open.

Real questions, real gaps

What bank staff got wrong, and then got right.

10 real questions from banking programs on Atrivity, each answered by between 49 and 254 branch and payments staff. On average, the error rate fell from 63% at the first attempt to 42% at the last.

Payments254 learners

On the card terminal, what is entered first: the tip or the purchase amount?

first attempt69%last attempt36%

What the company gainsFewer transaction errors and chargebacks at merchants

Payments254 learners

What must a merchant do to comply with PCI DSS?

first attempt65%last attempt39%

What the company gainsMerchants are guided to compliance, which reduces fraud exposure and penalties

Lending and risk252 learners

How does a customer repay a loan?

first attempt68%last attempt44%

What the company gainsLending products explained correctly, with fewer complaints

Compliance254 learners

Who is the national financial intelligence unit for anti-money-laundering?

first attempt55%last attempt34%

What the company gainsStaff know who to report to, which strengthens AML compliance

Compliance49 learners

Can I accept cash or a gift card as a gift?

first attempt51%last attempt31%

What the company gainsCode-of-conduct breaches and conflicts of interest are avoided

Payments254 learners

A VIP customer comes in. Can the merchant change the markup on the multi-currency conversion?

first attempt46%last attempt28%

What the company gainsNo promises the terminal cannot keep

Lending and risk252 learners

What is the first step for an advisor presenting a mortgage application?

first attempt47%last attempt29%

What the company gainsHigher approval rates and less rework in mortgage files

Lending and risk252 learners

Can a mortgage be offered to a non-customer?

first attempt81%last attempt63%

What the company gainsNew-customer acquisition through lending is unlocked

Lending and risk129 learners

What is the risk of losses from the balance-sheet structure when interest rates change called?

first attempt60%last attempt43%

What the company gainsA shared risk vocabulary between business and risk teams

Payments254 learners

How does the merchant confirm that the customer wants to pay in their own currency?

first attempt84%last attempt68%

What the company gainsDynamic currency conversion is sold within the card schemes' rules

Real questions from client programs, anonymised and translated. Correct answers not shown; metrics unchanged.

Solutions

What we propose for banking.

Solution

Assess and ensure readiness

Continuous reinforcement and annual certification with verified knowledge.

Assess and ensure readinessSolution

Implementation and service

The first four weeks, and what comes after.

Implementation and serviceSolution

Sales conversion

Answers based on approved content for advisors before and during the client conversation.

Sales conversionSolution

Compliance and security

Source-locked content, audit logs and EU hosting.

Compliance and security

Business moments

Where it makes the difference.

New product launch
Annual knowledge and competence updates
Advisor onboarding
Commercial campaigns
Regulatory changes
Digital service rollout

Atrivity has been used by more than 500 organisations in more than 50 languages. How it works

Start with one team and four weeks.

One product or range, one team or network, four weeks. We run it as a managed service with your content.

Book a demoThe first four weeks