Financial conversations are
too high-stakes to improvise
Junior advisors struggling with high-net-worth outreach. Fee objections costing AUM. Compliance gaps no one catches. Tough Tongue AI gives financial teams a private practice environment and 100% call coverage.
Try the Wealth Management Coach
Practice a high-net-worth client conversation. The AI plays a skeptical prospect evaluating your advisory services.
Explore related solutions
Dive deeper into the specific workflows that power financial team training and compliance.
Built for regulated environments
Every feature designed with financial compliance, data privacy, and audit readiness in mind.
FINRA/SEC compliance rubric configuration
Configure the QA scorecard to evaluate specific regulatory language, required disclosures, and suitability standards. Concept-based scoring, not keyword matching, catches violations that simple pattern detection misses.
Note Taker bot for regulated call recording
The Note Taker bot joins live Google Meet and Zoom calls, captures the full conversation, and runs your compliance rubric automatically. No manual review needed for compliant calls. Your team focuses on flagged sessions only.
Google Slides product walkthroughs
Link your actual pitch decks and product documentation as Google Slides. The AI navigates slide-by-slide during practice, quizzes advisors on risk-return frameworks, and simulates a skeptical client asking questions throughout.
Memory for tracking advisor progress
Each advisor builds a personalized coaching profile across sessions. The AI tracks which concepts they struggle with (fee objections, compliance disclosures, product explanations) and returns to those areas with increasing difficulty during onboarding.
Frequently asked questions
Is Tough Tongue AI compliant with financial regulations like FINRA and SEC?
Tough Tongue AI does not train on your data. Your recordings and transcripts are never used to train AI models. You control access to all sessions and can configure your QA rubric to explicitly evaluate compliance with specific regulatory language, including FINRA, SEC, FCA, or your internal compliance standards.
Can I audit recorded advisor calls automatically?
Yes. Upload call recordings (MP3, WAV, M4A, MP4, WebM) or transcripts to the API, or deploy the Note Taker bot to join live Google Meet and Zoom calls. Every session is automatically scored against your compliance rubric. Scores 1 to 4 are flagged for human review, giving your compliance team 100% visibility with focused effort.
Can advisors practice in a private sandbox without management seeing?
Yes. Practice sessions are private by default. Advisors can delete their own sessions. Management only sees aggregated usage and progress metrics through the admin dashboard, not individual session content unless the advisor shares it.
How does the AI walk through a product like a financial advisor would?
Load your actual product documentation, pitch decks, or compliance materials into the knowledge base or as a Google Slides link. The AI navigates slide-by-slide during practice, pausing to ask questions, run MCQ comprehension checks, and simulate client pushback, exactly as an advisor would present in a real client meeting.
How does memory help with onboarding junior advisors?
Each junior advisor builds a personalized coaching profile over multiple sessions. The AI tracks which concepts they consistently struggle with (fee objection handling, risk-return explanations, regulatory disclosures) and returns to those in subsequent sessions with increasing difficulty.
Build advisors who clients trust
Practice every conversation before it counts. Catch every compliance gap before it costs you.