Coaching intelligence for every advisor

Quality and Coaching

Turn every conversation into a coaching opportunity. Quality and Coaching analyses calls, summarises sentiment and delivers actionable feedback back to the agent within minutes.

Caller journey to coaching graph

Data moves seamlessly from the caller to the agent with insight at each step.

1

Caller journey

Customer connects through voice or chat. Journey data, intent and context feed the quality engine instantly.

2

AI analysis

Transcription, sentiment scoring and policy checks run automatically. Moments that need review are flagged for leaders.

3

Agent feedback

Advisors receive coaching cards with clips, suggested responses and links to knowledge articles for reinforcement.

Quality amplified by AI

Combine transcription, analytics and workflow automation to deliver coaching at scale.

Full conversation coverage

AI transcription captures every call and digital interaction, tagging sentiment, compliance and outcomes automatically.

Targeted coaching packs

Role specific insights highlight strengths, development areas and recommended coaching clips for each advisor.

Closed loop feedback

Coaching actions, performance trends and customer outcomes flow into dashboards for leaders and agents.

Impact snapshot

Coaching time saved

42%

Quality score lift

18%

Customer sentiment

23%

How we roll out coaching intelligence

Every engagement follows a playbook that makes results visible and keeps teams engaged.

Sprint zero

Data connections, scorecard baselines and success criteria aligned so you know what great looks like.

Pilot team

Five to ten advisors receive guided coaching packs with leaders reviewing impact every week.

Scale and embed

Templates, enablement sessions and governance move the programme across sites without losing quality.

Give every advisor targeted coaching

Share your coaching goals and we will design a pilot that shows measurable impact.