Every client conversation
is high-stakes

Exec's AI is trained to behave like real clients—asking questions about fees, pushing back on recommendations, and expressing concerns about risk tolerance and market conditions. You can customize personas with specific wealth levels, investment goals, and personality types (skeptical HNW client, anxious retiree, etc.). Advisors consistently tell us it's the closest thing to a live client conversation without a real prospect.

Yes. Every scenario is built around your specific investment products, compliance requirements, and client personas. You can create scenarios that practice suitability discussions, fee disclosures, risk tolerance conversations, and more. Most firms have their first custom scenarios live within days.

Exec helps advisors practice the conversations where compliance matters most—suitability discussions, fee disclosures, risk explanations. Every session is recorded and scored against your firm's standards, creating an audit trail of training. You can certify that advisors have demonstrated competency before meeting with clients.

Each role-play takes 5-15 minutes—short enough to fit between client meetings. Advisors can practice a discovery conversation before a prospect meeting, run through volatility talking points during market stress, or complete certification modules during onboarding.

Most firms measure advisor ramp time reduction, certification completion rates, and manager time saved. We also see firms track client retention rates, AUM growth by cohort, and compliance incident reduction. We'll help you define the right metrics for your goals.

Adoption is highest when practice is tied to something that matters—certification gates before getting client assignments, pre-work before client reviews, or prep before HNW meetings. Firms using certification-based models see 90%+ engagement.

Yes. Exec is SOC 2 Type 2 certified and uses TLS 1.2+ encryption. We never use your data to train our models. Our security practices meet the requirements of major financial institutions.

Most firms are live within 1-2 weeks. If you have existing training materials, call recordings, or compliance guides, we can use those to accelerate scenario creation. Pilots typically start with 2-3 high-impact scenarios (discovery, suitability, objection handling) and expand from there.