The AI Roleplay Trusted by Financial Services Leaders
Quantified helps financial organizations train client-facing teams to deliver high-stakes conversations—confident, at a scale, and with full compliance.
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Precision Conversations and Practice at Scale
Realistic, scalable training for advisors, bankers, and relationship managers.
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60%
Faster Certification
42%
Ramp Reduction
6x
More Practice
4x
More Coaching
97%
Mastery Rate
5x
Training Efficiency Boost
Trusted by Leading Enterprises
Quantified is the sales simulator and coaching platform behind top-tier banks and advisors, empowering field teams to engage with confidence and compliance.
“Quantified allows our sales representatives to present and answer real questions they will encounter from our prospects. It has improved opportunity progression through the sales cycle by 13.97% in the first 4 months after deploying Quantified.”
– Greg Tolmachoff, VP of Sales Operations at OpenLending
Built for the Conversations That Move Money and Build Trust
From onboarding and compliance to objection handling and client retention—Quantified prepares teams for the conversations that matter in client relationships.
1
Advisor and Banker Onboarding
2
Compliance & Annual Certification
3
New Product Rollouts (Funds, Accounts, Lending Products)
4
Cross-Sell & Upsell Scenario Training
5
Client Retention & Objection Handling Practice
6
Practicing KYC / Fiduciary / Disclosure Conversations with confidence and clarity
For Every Critical Conversation
Quantified supports leaders across sales, compliance, and service to ensure consistent client experience and regulatory alignment.
Advisors, Bankers, and RM Teams
- Rehearse sensitive topics like fees, suitability, and risk.
- Practice portfolio recommendations with confidence.
- Improve trust-building and active listening.
Sales and Branch Managers
- Coach with data, not guesswork.
- Identify enablement priorities and best practices.
- Standardize messaging and performance expectations.
“Reps told us they felt more prepared walking into HCP conversations. They weren’t just certified—they were confident.”
— Kathy Driscoll, Associate Director, Brand Franchise Training, Bayer
“Quantified’s AI personas enabled us to scale our training without pulling people out of the field. Our learners loved how intuitive and customizable the tool was, and it became a key part of our accelerated training schedule.”
— Keenan Stare, Product and Disease Training Manager, Novartis
“The ability to scale training without sacrificing quality was a game-changer for us.”
— Peter Frank, Director, Cardio Renal and Women’s Health Franchise Training, Bayer
“With Quantified we really felt that we found our solution.”
— Chrissy Richards, Director of Commercial Training, Sanofi
“Quantified’s AI-driven personas changed the game for us. The tool took our training to the next level and allowed our learners to engage with the material in a way that was natural and repeatable, without feeling the pressure of in-person assessments.”
— Keenan Stare, Product and Disease Training Manager, Novartis
“It was super easy to use for the learners...the managers were able to start coaching right away.”
— Chrissy Richards, Director of Commercial Training, Sanofi
“It accelerated my learning significantly.”
— Learner, Sanofi
“Quantified provides a realistic sales presentation experience. It allows our sales representatives to present and answer real questions they will encounter from our prospects.”
— Greg Tolmachoff, VP of Sales Operations, OpenLending
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