The Secret Sauce: 6 Key Ingredients to Turn Your Frontline Staff into Effective Advisors

Customers expect more than just basic transactions when they walk into a branch or contact a support center. They want informed advisors who can offer insightful guidance, recommend suitable products, and solve problems efficiently. Banks must ensure their frontline staff are well-trained, knowledgeable, and confident. This is where game-based learning (GBL) comes into play, revolutionizing how bank employees are trained and transforming them into trusted advisors.

  1. A Few Scoops of Engaging and Interactive Training

Traditional training methods can often be monotonous, leading to disengagement and low retention rates. Game-based learning, on the other hand, introduces elements of fun and competition, which naturally draw employees into the learning process. By making training engaging, GBL ensures that employees are more attentive and absorb the information being presented. When bank staff are engaged, they are more likely to internalize knowledge, understand complex banking products, and recall critical information during customer interactions.

2. A Splash of Real-World Scenarios for Practical Learning

One of the biggest advantages of game-based learning is its ability to simulate real-world banking scenarios. Through interactive modules, employees can practice handling various customer queries, selling products, and troubleshooting issues in a controlled, risk-free environment. This hands-on practice builds their problem-solving abilities and confidence. For instance, a game might present a scenario where a customer needs advice on mortgage options. The staff member would need to navigate the options available, ask the right questions, and recommend the most suitable product, just as they would in a real-life situation.

3. A Sprinkle of Enhanced Product Knowledge

Banks offer a wide array of products and services, each with its own set of features and benefits. Keeping track of this information can be challenging for frontline staff. Game-based learning helps employees deepen their product knowledge through interactive modules that break down complex information into digestible segments. Sequences, polygraphs, and role-playing exercises can reinforce this knowledge, ensuring that staff are familiar with all the offerings and can recommend the best options based on customer needs.

4. A Few Dollops of Immediate Feedback and Continuous Improvement

Game-based learning platforms provide immediate feedback on performance, highlighting both strengths and areas for improvement. This instant feedback loop is critical for learning because it allows employees to understand their mistakes and learn from them on the spot. Over time, this continuous feedback helps staff refine their skills, ensuring they are well-prepared to handle any customer query with expertise. With each completed scenario, they become more adept at offering accurate advice and building customer trust.

5. Continuously Whisk in Your Customer Relationships

A key element of being an informed advisor is building strong relationships with customers. Game-based learning often includes modules focusing on soft skills like active listening, empathy, and effective communication. By practicing these skills in a gamified setting, employees learn how to better connect with customers, understand their concerns, and provide personalized advice. This not only improves customer satisfaction but also fosters long-term loyalty.

6. Always Marinate on Industry Changes

The banking industry constantly evolves with new regulations, products, and technologies. Game-based learning platforms can be easily updated to reflect these changes, ensuring that employees are always up to date. By regularly engaging with new content through games, staff can stay informed about the latest industry guidelines and developments, making them more reliable and knowledgeable advisors.

The Final Squeeze

Game-based learning is a powerful tool that transforms frontline bank staff into informed advisors. By making training engaging, practical, and continuous, GBL equips employees with the knowledge and skills they need to offer high-quality customer service. As banks strive to differentiate themselves in a crowded market, investing in game-based learning for employee training can be a game-changer, enhancing both employee performance and customer satisfaction.


Transform your frontline into trusted advisors with engaging, interactive training. Empower your staff to provide exceptional service and build lasting customer relationships. Ready to change the game? Start today!

Hawley Kane

Marketing Director, LemonadeLXP
Hawley Kane, a “recovering learning leader,” now heads Marketing at LemonadeLXP. With 20+ years in SaaS, including top learning tech, she’s all about turning talent growth and tech into unforgettable employee and member experiences.

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