Financial Services & Banking

Empower teams for compliance, customer trust, and rapid change—powered by immersive, AI-driven learning for frontline, adviser, and branch roles.

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  • CIBC
  • MOODY'S
  • FICO
  • Rock Central
  • Wolters Kluwer
  • Bank of America
  • Mastercard
  • BCA Finance

Compliance simulation

Train for changing regulations and scenarios in lifelike, judgment-free settings—boosting audit pass rates and reducing costly risks.

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Adviser excellence

Develop skills in objection handling, financial wellness, and KYC—resulting in more trust, up to 30% higher NPS, and customer retention.

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Digital readiness

Roleplay support for mobile banking, authentication, and fraud—mirroring customer realities, increasing self-service adoption, and slashing call escalations.

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Customer experience (CX)

Practice empathy, cross-sell, and complaint resolution for all banking channels, building client loyalty at every touchpoint.

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LEARNING JOURNEY

Best-in-class growth for regulated teams

  • Woman in glasses smiling

    Lila

    Financial Planning Advisor

    CASE STUDIES

    Driving trust and resilience for financial leaders

    • Results at-a-glance: 97% audit pass rate, 30% higher NPS, 22% fewer call escalations—backed by real clients.

    • Our NPS increased 28 points after cross-channel training.

      Rohan T.
      U.S. Bank
    • CGS quickly delivered a high-performing team to create technical learning content at scale—exactly when and where we needed it.

      Sr. Education Consultant
      FICO Learning Organization
    • Call escalations dropped by 22% with digital customer roleplay.

      Amir P.
      VP CX