Built to train the next generation of financial advisors.
Built to train the next generation of financial advisors.
Built to train the next generation of financial advisors.
Built to train the next generation of financial advisors.
72% of rookie financial advisors fail because of slow ramp-up times and inadequate training methods. Aspiring financial advisors spend 12-36 months learning financial acumen and analytical ability. But the most important skill of the job – working with clients - is harder to train.
Prefice AI creates realistic, interactive conversations with AI clients that allows trainees to practice and get evaluated anytime, anywhere. We save institutions time and money, and let trainees get more reps talking to clients.

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