Evalu8 and Hyperbound Partner to Bring AI Sales Practice to Financial Advisor Training
[ San Francisco, CA | March 2024 ] - Evalu8, a trusted enablement partner in the financial services space, has partnered with Hyperbound to introduce AI sales practice to financial advisor training programs and recruiting organizations. Backed by industry veteran Mike Levine, the partnership aims to modernize how financial advisors prepare for client conversations and career success.
Modern Training for a Relationship-Driven Industry
Evalu8 is now Hyperbound’s preferred deployment partner for financial advisor and recruiter training - delivering hands-on AI roleplay experiences tailored to the specific conversations that define success in this industry.
Led by Mike Levine, a seasoned leader with deep roots in financial services, Evalu8 combines decades of industry insight with cutting-edge enablement strategies. From onboarding new advisors to helping recruiters sharpen their messaging, this partnership gives financial professionals a new way to build confidence, consistency, and credibility through realistic, AI-driven practice.
What This Means for Financial Services Teams
- Practice advisor-client conversations in a private, judgment-free AI environment
- Reinforce recruiting scripts, needs analysis, and objection handling
- Improve ramp times for new advisors and streamline training at scale
- Work with a partner who understands the regulatory and relational nuances of the industry
- Build muscle memory for the most important conversations in an advisor’s career
Why We’re Excited About It
“Mike Levine is a financial industry veteran. He understands the ins and outs of what it takes to become - and succeed - as a financial advisor. There’s no better person to bring AI roleplay into this world than Mike. His background, expertise, and trust in the space make this the right partnership to elevate training across the board.” - Sriharsha Guduguntla, cofounder & CEO of Hyperbound
About Evalu8
Evalu8 partners with top financial services firms and training programs to improve advisor and recruiter readiness. With a unique blend of industry expertise and technology-forward enablement strategies, Evalu8 helps organizations build scalable, high-impact training experiences that lead to real results.
About Hyperbound
Hyperbound is the AI sales training platform for modern revenue teams. With realistic voice roleplays and real-time feedback, reps can practice key conversations on demand, without manager lift. From onboarding to ongoing coaching, Hyperbound turns training into pipeline.
