Skip to content
logo
  • Industries
    • Healthcare
    • Telecom & Media
    • Retail
    • Technology
    • BFS
    • Insurance
    • Utilities
    Linkedin-new-icon Instagram-Icon Facebook-Icon Youtube-Icon
    Navigation-Bottom-Element

    Explore our Services

    Digital CX

    • Omnichannel CX
    • AI Operations & Bots
    • Social Experience Management
    • SupportPredict Self Learning Knowledgebase
    • SupportPredict Agent AI
    • SupportPredict Self Service & Bots

    Resolution-Centered CX

    • Customer Acquisition
    • Customer Care & Retention
    • Account Management
    • Complaints Management
    • Technical Support
    • Billing & Collections
    • Back Office Processing

    Analytics & Consulting

    • Data Visualization
    • Advanced Analytics
    • Speech Analytics
    • Business Process Optimization
    • Business Transformation
    • Customer Journey Mapping

    Healthcare

    • Member Onboarding
    • Member Engagement
    • Network Engagement
    • Care Management
    • Claims Management

    Healthcare

    • Risk & Compliance
    • CMS Stars
    • Geo Diversification
    • Patient Access
  • Outcomes

    Helping you drive competitive advantage

    Business Outcomes

    Revenue Acceleration

    • Sales Acceleration
    • LTV Maximization

    Cost Optimization

    • IntelliAgent
    • Workforce Management
    • Process Consulting & Excellence
    • AI & Data Ops
    • Performance Analytics
    • Agent Health & Wellness

    Enhanced Experience

    • Social Experience Management
    • Omnichannel & Intelligent Steering
    • NPS Predictor
    • Churn Reduction
    • FCR Booster
    Linkedin
  • Locations

    Discover our global locations

    • United States
    • Honduras
    • Mexico
    • Work from home
    • EMEA
    • United Kingdom
    • Ireland
    • Bulgaria
    • South Africa
    • India
    • Philippines
    Linkedin Instagram-Icon Facebook-Icon Youtube-Icon
    Navigation-Bottom-Element
    Location1-img
    Location2-img
    Location3-img
    Location4-img
    Location5-img
    Location6-img
  • Insights

    Stay informed. Stay ahead.

    • All
    • Blogs
    • Case Studies
    • Healthcare Insights
    • Videos
    • Whitepapers
    • Glossary
    Latest whitepaper

    Reimagine Customer Experience Management on Social Media

    Download
    Navigation-Bottom-Element
    Linkedin Instagram-Icon Facebook-Icon Youtube-Icon

    Business outcomes
    that underpin your growth

    Watch video
  • Careers

    Experience a new world of work

    • Life @ ResultsCX
    • Our Values
    • Careers Blog

    Explore Opportunities

    • United States
    • Honduras
    • Mexico
    • Philippines
    • Bulgaria
    • India
    Navigation-Bottom-Element
    Linkedin Instagram-Icon Facebook-Icon Youtube-Icon
  • ESG

    For a better tomorrow

    • Environmental, Social, And Governance
    • Corporate Social Responsibility
    • R.E.A.L. Women
    Navigation-Bottom-Element
    Linkedin Instagram-Icon Facebook-Icon Youtube-Icon
  • Why ResultsCX

    The ResultsCX difference

    • About us
    • Our Story
    • Leadership
    • R.E.A.L. Women
    • Technology Partners
    • Awards
    • News
    • Technology & Security
    Navigation-Bottom-Element
    Linkedin Instagram-Icon Facebook-Icon Youtube-Icon

    Values that guide
    our teams everyday

    Watch video
  • UK / EMEA   UK flag
talk to us

Accelerating Agent Readiness with AI-Powered Simulation Training

Accelerating Agent Readiness with AI-Powered Simulation Training

Industry

Banking & Financial Services

case studies

Table of contents

  • Challange

Share

dOWNLOAD CASE STUDY
For a leading financial services company, ResultsCX streamlined agent training using an AI-powered simulation tool. By creating a realistic, hands-on learning environment, agents gained confidence in handling live calls and complex scenarios. This innovative approach delivered faster, more effective training without compromising quality, setting a new benchmark for agent readiness and performance.

The Challenge:

A leading financial services company faced a challenge with its customer support training program. The training duration was long, and the curriculum was complex, highlighting the need to reduce the training duration without compromising agent effectiveness.

The Solution:

ResultsCX, with its unique perspective on training and knowledge management, identified that integrating a simulation-based tool could significantly impact the current training challenges. ResultsCX incorporated Symtrain, an AI-powered simulation tool designed to automate training and coaching for contact center agents. This tool provided trainees with a more realistic training environment, which naturally shortened the training duration for content delivery, role-playing, and agent certification.

ResultsCX’s objectives in implementing this tool:

  • Enhanced Agent Confidence: Agents become more confident with verbiage and navigation when taking live phone calls
  • Scenario Familiarity: Agents become more familiar with various scenarios, building muscle memory for subsequent steps.
  • Reduced Training Hours: The Symtrain tool provides a clear path to reduced training hours and lecture time.

The client said…

“The uneventful and flawless launch was a result of all the work that all of the folks at Aucera have done. It has not gone unnoticed or unappreciated. This project was a truly collaborative effort with exceptional coordination, leading to a seamless launch. The meticulous handling of the UAT phase, with nearly 1,000 call routing scenarios, was a true testament to the team’s dedication; your thorough and careful work has laid a solid foundation for future success.”

The Results:

The training program became more hands on, enabling agents to feel more prepared not only for presentation delivery but also for managing navigation.

  • Reduced Training Time: Training time was reduced by 30%.
  • Improved Certification Results: Certification results improved through an objective and measurable approach.
  • Increased Graduation Rates: Agent graduation rates improved by nearly 7%, and nesting graduation rates increased by nearly 19%.

By integrating Symtrain and leveraging ResultsCX’s innovative training strategies, the financial services company was able to streamline its training program, resulting in more effective and confident customer support agents in a shorter amount of time.

Related Case studies

Personalized Account Management Delivers $175M in Opportunities for Leading Bank

Case Study

December 30, 2025

Streamlining Training and Improving Agent Effectiveness for a Leading Finance Services Firm in the US

Case Study

July 22, 2025

Enhancing Merchant Relationships through Strategic Engagement for a Leading US Bank

Case Study

July 22, 2025

Transforming CX Operations During a Time of Crisis for a Leading Bank in the US

Case Study

July 22, 2025

Complaints review boosts first-contact resolution by 85% for a UK energy supplier

Case Study

April 11, 2025

Fortune 500 Insurer Cuts Costs by more than 39% and Elevates Service with Agent Performance Optimization and QA Enhancements

Operational Excellence

Case Study

April 11, 2025

Optimising Fraud Risk for a Global Bank | £2.4 Million in Annual Savings

Case Study

February 18, 2025

Driving Efficiency for a Financial Services Firm | £800,000 in Annual Savings

Case Study

February 18, 2025

Global Bank Transforms Collections: Cuts Complaints by 44% and Realizes 500K in Surplus Training Budget

Case Study

July 9, 2024

Global Bank Powers Through Backlogs, Boosts Customer Satisfaction and Fraud Prevention

Case Study

July 9, 2024

Have questions, or want to talk about working with us?

Let’s talk
Case-Study-Bottom-section-svg
Home
Outcomes
Insights
Careers
ESG
About Us
Contact

©2023 All Rights Reserved. ResultsCX

Privacy Policy
Site Map
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.