AI Sales Roleplay
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AI Sales Roleplay and Coaching for Credit Unions

Outdoo helps credit unions prepare front-line staff and loan officers to deliver consistent, member-first experiences. From new hire onboarding to lending conversations, AI roleplays and coaching ensure teams are compliant, confident, and ready to grow member relationships while meeting regulatory standards.

35% faster onboarding for new Member Service Reps
3x stronger consistency in member conversations and product guidance
29% higher cross-sell success in lending and financial products
4.6
Recognized as Momentum Leader
4.9

Why credit union teams need a new approach to readiness

Credit unions differentiate on trust and member service, but traditional training leaves gaps in compliance, conversation quality, and consistency across branches.
Onboarding MSRs and loan officers quickly
New hires take months to build confidence with members and understand compliance-driven conversations.
Inconsistent member experience
Service quality varies across branches, weakening trust and member satisfaction.
Sensitive lending and collections conversations
Staff struggle with loan denials, delinquency discussions, or financial hardship cases, risking compliance and member loyalty.
Real-Time Call Scoring

From training modules to member-ready conversations

Outdoo equips credit union staff with lifelike practice and AI coaching that improve confidence, compliance, and member outcomes.

Faster Ramp for Member Service Reps

Roleplays for account openings, loan applications, and product cross-sells
Shortens ramp by 35% for frontline staff and loan officers
Builds confidence before engaging members directly

Consistent Member Experience

Standardized roleplays for new accounts, lending discussions, and service calls
Ensures members get the same high-quality experience at every branch or call center
Improves member satisfaction and loyalty

Compliance-Ready Training

Scenarios for disclosures, fair lending, and regulatory conversations
AI feedback highlights compliance gaps proactively
Reduces risk of regulatory violations and penalties

Difficult Conversation Practice

Simulations for loan denials, delinquent accounts, and hardship discussions
Builds empathy, professionalism, and problem-resolution skills
Protects relationships while addressing sensitive financial issues

ROI Leaders Can Show

Dashboards tie training to MSAT, loan growth, and product adoption
Proves the business impact of onboarding and coaching programs
Builds visibility with boards and regulators on readiness investments

Enterprise-Grade Security

Outdoo is built to meet enterprise standards with compliance, auditability, and scale.

Testimonials

“MeetRecord (now Outdoo) has revolutionized our onboarding process. The AI-driven call ratings, high-scoring call library, and comprehensive coaching resources have made a significant impact on how quickly and effectively we can train our new sales reps.”
Read the full story
Casey Savlov
Executive Vice President, Vita Inclinata Technologies
"MeetRecord (now Outdoo) has been invaluable in improving our sales process and closing more deals. 
The best thing is that it allows our sales team to record demos and review them 
before the second meeting."
Read the full story
Luis Rocha
CRO, Coverflex
"We were thrilled with the value, customer support, and MeetRecord (now Outdoo) team's commitment to client feedback-driven product updates. If you're looking for a sales coaching tool or post-demo analysis, you have to give MeetRecord a try!"
Read the full story
Andrew Voelker
CRO, Hive

Frequently asked questions

Everything you need to know about the product and billing.
How does AI roleplay apply to credit unions?
Staff practice lifelike member interactions, from account openings to lending and collections, so they are ready for real conversations.
Can it reduce new hire onboarding time?
Yes. Outdoo cuts onboarding ramp by up to 35% by preparing MSRs and loan officers with real-world practice before they engage members.
Does it support compliance training?
Absolutely. Outdoo simulates disclosure, fair lending, and regulatory conversations, with AI feedback to highlight compliance gaps.
Can it help with sensitive conversations?
Yes. Agents practice loan denials, delinquency discussions, and financial hardship cases, improving empathy and compliance.
How does it prove ROI?
Dashboards connect readiness to member satisfaction (MSAT), loan growth, and product adoption rates.
Is it secure for member data?
Yes. Outdoo is SOC 2 certified, GDPR-compliant, and supports SSO, encryption, and audit logging.

Fuel your Pipeline. Accelerate Revenue with Outdoo.

Spot deal risks early, understand buyer signals, and coach your teams to win faster. Outdoo drives predictable, scalable growth with AI-powered insights and automation.
4.6
Recognized as Momentum Leader
4.9

Experience Meetrecord in Action

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