Advice, lending, and insurance
Financial services sales training that holds up on every call.
Your advisors learn your advice process in training. Ricavi tracks it live in each client video meeting. If they miss a key step, it nudges them while the client is still there.
What Ricavi does for your advice team.
Your process, live
Ricavi nudges the advisor while the client is still there.
Find the moment
Search the transcript of each recorded meeting.
See the whole team
The team dashboard shows each advisor side by side.
Approve each draft
Nothing is written to your CRM until someone approves it.
Where Ricavi sits
Coaching on the meetings and CRM you already run.
Client meetings come in from Google Meet, Microsoft Teams, and Zoom. Ricavi records them and reads the client’s record in your CRM. Drafted updates go back only once the advisor approves them.
83%
Less admin
Ricavi writes the notes and drafts the follow-ups. It updates the CRM once the advisor approves.
The stack: calls on Google Meet, Microsoft Teams, and Zoom feed Ricavi. Ricavi sits above your CRM (HubSpot, Salesforce, Microsoft Dynamics): account, deal, and contacts come up, drafted updates go down once the advisor approves them. Google Calendar, Outlook, Google Drive, and OneDrive sit alongside.
Google Meet
Microsoft Teams
Zoom
Google Calendar
Outlook
So the pre-call brief lands 30 minutes before each call.
Ricavi sits above your CRM and guides the work at every stage.
- Goals confirmed
- Fees still open
- Scorecard, 62/100
Calendar
Files- Google Drive
- OneDrive
Connected at onboarding, with your calendar.
HubSpot
Salesforce
Microsoft Dynamics
Not a DIY product. Installed and monitored by sales and technical leaders.
Find the moment the fees were explained.
Ricavi keeps the audio of each recorded meeting, and a transcript labelled by speaker. If a client complains, you can find the moment. And you can see why it went right. Ricavi nudged the advisor while the client was still there.
A client says no one explained the fees.
- A client says no one explained the fees.
- Search the transcript for “fees”.
- It jumps to 23m 48s, where the advisor explains the fees.
- Four seconds earlier, the advisor said, “Let’s come back to fees at the end.”
- Ricavi nudged them with the words to say. Only the advisor sees it.
- Ricavi’s page for a recorded meeting, First advice meeting. The transcript is searched for fees and finds two lines. At 23 minutes 48 seconds the advisor says, “Good question. Let me walk you through the fees now.” The player is at 23:48.
- A live advice meeting by video. The client is on camera. Ricavi’s sidebar shows a smart nudge at 23 minutes 44 seconds, Explain the fees, with the words to say: “Good question. Let me walk you through the fees now.” Only the advisor sees it.
A client says no one explained the fees. Find the moment in the transcript.
Three people need this meeting to go right.
The advisor runs it. The practice manager coaches it. The compliance lead may one day have to defend it. Find your seat.
You’re writing the file note at six.
A summary and transcript ready for the file note, and a private coaching chat to rehearse the fees conversation.
See the advisor’s seat →
You can listen to two meetings a week.
A scorecard for each recorded meeting, marked against your advice process.
See the practice manager’s seat →
A client says nobody explained the fees.
The audio and a speaker-labelled transcript of each recorded meeting, kept for the period your admin sets, so you can point to the moment the fees were explained.
See the compliance lead’s seat →
The advisor’s seat
Financial advisor sales coaching, ready when the meeting ends.
When the meeting ends, the summary and transcript are ready for your file note.
Scored on your advice process
Each recorded meeting gets a score. It checks your questions, your tone, how you handle objections, and your own steps.
A private coaching chat
The coaching chat already knows what was said, so you can ask it why the fees question nearly waited. It stays private unless you share it.
Your next move
One press drafts the questions you skipped, ready for the next meeting.
“
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi.”
Jane Susak
Sales Manager, Essential Assessment
The practice manager’s seat
See where financial services sales training slips, advisor by advisor.
You can only listen to two meetings a week. Choose them from the scorecards, and start at the key moments.
01
Compare
See which advisor to start with
The team dashboard puts every advisor side by side. You see each one’s score against your advice process. You spot the pattern before you play any audio.
02
Listen
Start at the key moments
Each recording marks its key moments on a timeline. The transcript is linked to the audio. Press play on a moment, such as a client asking about fees, and hear the part that matters first.
03
Coach
Send a training plan when a score drops
If an advisor’s objection score drops, Ricavi suggests a training plan. Copy it, or send it by email. The advisor can then practise the talk with an AI client, in text.
The compliance lead’s seat
Record the client meetings and leave the lender calls out.
Here’s an example day of six meetings. Change a rule and the recorded ones change with it.
Recording rules
Set by your admin
- External video callsGoogle Meet, Microsoft Teams, Zoom
- Internal callsOnly people from your firm
- Domains you excludeSuch as a lender’s
- A named bot joinsYour admin’s choice for regulated conversations
- Kept for the period you setThen purged automatically
Ricavi supports your compliance process. It doesn’t replace your compliance review or your record-keeping obligations.
Example day
- 09:30First advice meetingExternal · client domainRecorded · named bot joins
- 11:00Annual reviewExternal · client domainRecorded · named bot joins
- 12:30Internal file reviewInternalSkipped: internal call
- 14:00Lender syncExternal · lender domainSkipped: excluded domain
- 15:30Client check-in by phonePhoneNot recorded: phone call
- 16:30Meeting at the client’s homeIn personNot recorded: in person
Six meetings. Two recorded. A named bot joins each one.
Due-diligence answers, each tagged with who controls it.
Copy one answer or all of them. Paste them into your vendor questionnaire.
Client emails and CRM updates wait for a person.
After each meeting, Ricavi drafts the follow-up email and the CRM updates. Nothing is written to your CRM until someone approves it.
To review
The advisor edits and approves each draft on its own.
Send email
Follow-ups go from your own account, and only once approved.
Or dismiss it
Dismiss a draft and nothing is sent or synced.
Up next
Your admin sets which CRM fields Ricavi may update.
Ricavi drafts the follow-up and CRM updates. They wait until the advisor says yes.
Where Ricavi fits
Where does Ricavi fit in financial services sales training programs?
Training teaches your advice process once, away from clients. Ricavi runs that same process in every client video meeting. The advisor gets a live checklist, a score, and a private coaching chat. It doesn’t replace your training or your compliance review. It shows if the training held.
- Before the meeting
Your admin has listed the steps your advice process needs.
Ricavi makes them a live checklist. Only the advisor sees it.
- 4m 20s
The client says, “We want to retire at sixty and keep the house.”
Goals and objectives confirmed. Ricavi ticks the step off.
- 23m 44s
The client asks what it costs. The advisor says, “Let’s come back to fees at the end.”
Fees are a key step, still open past halfway. A nudge tells the advisor to explain them now.
- 23m 48s
The advisor says, “Good question. Let me walk you through the fees now.”
Fees explained. The step is ticked off.
- 31m 10s
The client says, “This has been really helpful. We’ll have a think.”
No next step yet. The checklist keeps it open, so the advisor can agree one before the client leaves.
- After the meeting
The advisor has a file note to write.
The notes are ready. The follow-up waits for the advisor to approve.
Last reviewed 20 Oct 2026 · Source: Ricavi product documentation
Training teaches your advice process once. Ricavi shows whether it held.
How it fits together
One advice meeting, every part working together.
Ricavi follows your advice process from the client meeting to the CRM. It supports your compliance process and doesn’t replace your compliance review.
- The client meeting, on Google Meet, Microsoft Teams, or Zoom
- The live sidebar prompts the advisor in the moment
- Your advice process, as the checklist your admin writes
- The scorecard, marked against your advice process
- The coaching chat, private unless the advisor shares it
- Your CRM, updated once the advisor approves
- Follow-up email
- Stage change
- Next step
Meet us before you buy. Watch, read, or join.
Revenue Leaders podcast
Hosted by Luigi, Regan, and Dave
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By Luigi and Dave
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Under the bonnet
Built on how sales is taught, not bolted on.
Behind Ricavi are 20 years of the founders’ sales coaching and 5,000+ built-in skills.
The people behind it
Built by builders.
Dave builds companies. Regan builds sales teams. Luigi builds performance.
Built-in skills
5,000+
Each one is a play for one moment in an advice meeting, like explaining the fees early or drafting the follow-up.
“I have been working with the team at Ricavi for the last two months and already achieved higher conversion rates and a faster sales cycle.”
Stuart Cook
MD, TWIYO
If you remember one thing
The five things on this page.
1
Your process, checked live in each meeting.
2
A client says no one explained the fees. Find the moment in the transcript.
3
You choose which meetings are recorded. Leave the lender calls out.
4
Ricavi drafts the follow-up and CRM updates. They wait until the advisor says yes.
5
Training teaches your advice process once. Ricavi shows whether it held.
FAQ
What advice, lending, and insurance teams ask us.
Financial services sales training teaches advisors your advice process. It happens away from clients. Ricavi helps that training hold up in real meetings. In each client video meeting, it tracks your process as a live checklist. Only the advisor sees it. Afterwards, it scores the meeting against your process.
From the blog
More for financial services.
Financial services sales training that holds up on every call.
Your advisors learn your advice process in training. Ricavi tracks it live in each client video meeting. If they miss a key step, it nudges them while the client is still there.