Calls for banking

Practice the conversation before a customer is waiting.

Calls helps loan officers, service teams, and relationship managers rehearse the conversations that win trust and protect relationships.

Calls scenario library displayed on a phone held in hand

Calls, wherever you practice

Choose a realistic situation, place the call, and get coached while the conversation is still fresh.

Banking scenario library

Real conversations. Ready when you are.

Practice field sales, incoming service calls, and complex commercial relationships in one focused banking library.

Loan Officers

12
  1. 01Walking into a realtor's office to earn referrals
  2. 02Meeting a first-time homebuyer for pre-approval
  3. 03A builder partner considering a competing lender
  4. 04A borrower objecting to the rate at a coffee meeting
  5. 05Renewing a small business line of credit at the owner's shop
  6. 06Helping a self-employed borrower with paperwork problems
  7. 07Explaining a low credit score and how to fix it
  8. 08Refinance skeptic (rates will drop more)
  9. 09An open-house prospect who is just browsing
  10. 10A commercial real estate investor comparing banks
  11. 11Telling a client their loan was denied or delayed
  12. 12A HELOC conversation with a retiree

Customer Service

12
  1. 01A customer locked out who needs a password reset
  2. 02A wire transfer request with fraud warning signs
  3. 03A Zelle payment sent to the wrong person
  4. 04An angry customer disputing overdraft fees
  5. 05A large transfer that is still pending
  6. 06Stopping a payment and reporting a lost card
  7. 07A complaint about a mobile deposit hold
  8. 08An elderly caller who may be the target of a scam
  9. 09A customer threatening to close the account
  10. 10Confusion about adding a joint account owner
  11. 11An unrecognized charge
  12. 12A caller escalating and demanding a manager

Relationship Managers

06
  1. 01Annual relationship review
  2. 02Introducing treasury services
  3. 03Competitor offering a lower rate
  4. 04Deposit consolidation
  5. 05Covenant breach conversation
  6. 06Succession and business sale

Create your own scenario with AI.

Describe any conversation and the Calls app builds a practice scenario around it.

Try it in Calls

Calls pricing

Start free. Build a practice habit.

Practice real conversations and get coached on every call.

Free

$0

  • 5 calls in your first 14 days, then 2 each month
  • Foundational scenarios
  • Personal scorecard
  • Shareable practice report
Try for free

Advisor

Best for individuals

$19 a month, billed annually

$29 month-to-month

  • 10 calls each month
  • Full scenario library
  • Your history and trends
Start Advisor

Team

Best for teams

$49 per person a month, billed annually

$59 month-to-month

  • Manager dashboard: hours, calls, and scores
  • Documented practice records
  • Team library and seat management
  • 25 calls per person each month
Start Team

Enterprise

Custom pricing

Let's talk

  • Everything in Team
  • Scenarios built for your organization
  • SSO and user provisioning
  • Dedicated onboarding and support
Contact sales

Cancel anytime. Add team members at the same rate.

For banks

Built around your customers and standards.

Shape practice around your products, service model, risk expectations, and the language your team uses with customers every day.

01

Mission & values

Scenarios reflect what your organization stands for.

02

Service standards

Teams rehearse in your language and to your standards.

03

Simple access

Runs in the browser with your email address or secure social login.

04

Private by design

Realistic practice without customers’ private details in the platform.

Backed by Denali Training

Built by people who develop professionals for a living.

DenaliLearn comes from an Omaha firm that helps organizations build stronger managers, advisors, and client-facing teams. Calls carries that work from live development into the rest of the week.

Start a conversation

Tell us what your team needs.

Tell us about your bank, your team, and the customer conversations you want them ready for. We’ll follow up soon.

Start with one call

Practice a real scenario today.

The Calls App is free to try. Start practicing and watch your record build.

Try Calls free