AI Meets Financial Sales

Increase the number of closed deals.
Grow revenue from existing accounts.

With Linkando, you can create AI-powered conversation guides for yourself and your team in just a few minutes, as well as intelligent AI forms that engage in real conversations with existing customers and uncover new sales opportunities.

Create your first playbook with AI in 5 minutes


14 days free No credit card required Available directly in your browser and on your phone
As seen in *Versicherungsboten*
Recommended by sales trainer Lily Mizani

Where is your greatest leverage?


More degrees under consideration

For you or your team:

Create guidelines for initial consultations, handling objections, product consultations, and closing the sale.

  • structured sales conversations
  • effective communication
  • higher probability of closing
Create an Employee Playbook

Increased revenue from existing customers

For your customers:

Create online playbooks that help customers assess their own readiness for topics such as retirement planning, insurance, or investing.

  • Identify needs immediately
  • Systematically engage existing customers
  • Create sales opportunities
Create a Customer Playbook
Three steps

Here's how you and your team can use Linkando Playbooks in your daily work

1

Select a topic

For example, initial consultations, handling objections, or re-engaging existing customers.

2

Create a playbook in just a few minutes

Briefly describe your goal or use a pre-written example prompt. Our AI will generate your playbook in 5 minutes.

3

Use immediately

Use the playbook right away in your conversations or send it to your customers for a needs assessment.
READY TO USE

You can start using these playbooks right away

Confidently counter the objection, “I need to think it over.”

Address objections effectively and steer the conversation toward closing the deal.

Employee Playbook

More practical templates for employee playbooks

Ready-to-use AI conversation guides for common sales scenarios.
Ready to use Tried and tested Updated regularly

Follow-up call after a positive review

Sales Guide: Children's Insurance

Private Health Insurance Sales Guide

Retirement Planning Sales Guide

Automotive Playbooks - Appointment Scheduling Guide

Home Contents & Liability Insurance Playbook

Identify existing customers for additional products 

Quickly identify gaps in insurance coverage, retirement planning, or wealth accumulation, and generate positive reviews one after another.

More practical templates for customer playbooks

Use ready-to-use templates for customer playbooks—for conversations, existing customers, and new sales opportunities.
Ready to use Tried and tested Updated regularly

Financial Checkup for Individual Clients
Comprehensive analysis of your financial situation and insurance coverage

Quick Claims Reporting for Customers
Simple claims reporting—fast, digital, and reliable.

Cycling Safely This Spring
Important Tips and Insurance Solutions for Bicycles and E-Bikes

Children's Financial Planning Explained Simply
The Best Ways to Provide Financial Security for Your Children and Open Up Opportunities for Them

Can I afford my dream home in
?
Customized calculations and financing solutions for your dream home

Get Recommendations from
and Win Over Satisfied Customers
How to Impress Customers and Earn Valuable Recommendations

Customer Playbook

Why financial experts use Linkando

Most teams understand the theory behind financial sales, but they don’t apply it effectively in practice, especially when under pressure or stress. Many sales conversations proceed without a clear roadmap. And sales opportunities go untapped in the existing customer base because needs aren’t systematically analyzed.

Linkando Playbooks can help you with that:

  • Concluding conversations confidently and clearly
  • How to confidently address objections
  • Activate existing customers in a structured manner
  • Identifying new consulting needs
  • Significantly improve the team's consulting quality

Stop improvising. Start selling in a structured way.

More than just a static sales script

Dynamic rather than static
s look good in theory, but playbooks work in practice. 
Always up to date
No need to spend days setting it up—just adapt to new conditions at the touch of a button
Optimized with AI
: Decades of sales experience at your fingertips

Why this way of thinking won't get you anywhere

“I already have enough experience.”

Experience is valuable. But it only pays off if you stay up to date and your team maintains the same standard. 

“AI is too complicated for me.”

That’s exactly why Linkando exists. We make using AI incredibly easy. If you can use a computer, you can use Linkando Playbooks.

“I want to see first if this is even right for me.”

You can get started right away for free and create your first playbook in just a few minutes. Give it a try—we’re sure you’ll love it.

From the World of Financial Sales

Customer testimonial

“We use Linkando Playbooks specifically for acquiring new customers. The structured conversation guide supports our employees from the initial phone call through to follow-up and ensures significantly more efficient processes.

 In addition, we use Linkando Playbooks as smart contact forms to quickly identify additional needs among existing customers. 

"Overall, Linkando makes our day-to-day sales work noticeably easier and directly contributes to better results. We are completely convinced." 

Andreas Döring,
AXA Principal Agent

Customer testimonial

"Linkando Playbooks have become an integral part of our sales process. In particular, the employee playbooks have been extremely helpful in enabling our team to conduct conversations with new and existing customers in a more structured, confident, and efficient manner."

In addition, we are using customer playbooks very successfully in the automotive sector. This allows us to guide customers through relevant questions in a targeted manner, identify opportunities more quickly, and uncover new sales opportunities within our existing customer base.

"Overall, Linkando makes our day-to-day sales work significantly easier and directly contributes to better results. We are completely convinced of the solution."

Mauritz Mannsperger
Managing Director, paladinum GmbH

Recommendation
Recommended by a top sales trainer

Lily Mizani
heartcoresales.com

“In my view, Linkando is a powerful solution for financial sales teams that want to conduct more structured conversations and capitalize on sales opportunities within their existing client base in a more targeted way.”
Partner and Customer Logos

Just get started. Use it right away in your daily life.

Try it free for 14 days. After that, €49 per month—cancel anytime.
Recommendation
For

For financial experts

Perfect for meetings and customer check-ins.

€49

/month

plus VAT
No credit card required.
Conversation Guides for Better Customer Conversations
Customer Assessments for Structured Qualification
AI Analysis for Better Content
Multilingualism at the touch of a button
Monthly cancelable
Agencies & Teams

Customized
Solutions 

For agencies, brokers, and multi-level marketing companies

On request

Request now
For multiple users, departments, and processes.

Frequently asked questions

Do I need to know about AI?

No. You can start with ready-made examples and create your first playbook in just a few minutes. If you know how to use a computer, you’ll have no trouble using Linkando Playbooks. 

Can I use both conversation playbooks and customer playbooks?

Yes. Linkando is a system designed for both areas. Many users start with one area of application and then expand their use of it.

Can I use Linkando right in the middle of a conversation?

Yes. That's exactly what they're designed for. The playbooks can be used in a browser or on a mobile device and can be integrated directly into video conferencing apps like Zoom or Microsoft Teams. 

Does this work on a cell phone, too?

Yes.

Do I need CRM software or other software?

No. You can get started right away. Linkando Playbooks are independent of other systems. 

Is Linkando compliant with data protection regulations?

Yes. Linkando GmbH is a German company headquartered in Landau/Pfalz with GDPR-compliant server locations in Europe. 

Do I have to pay right away?

No. You can get started for free. 

Get started now with your first playbook

Create a playbook in just a few minutes to improve your conversations or boost sales with existing customers—and put it to use right away in your daily work.
14 days free. No credit card required. Ready to use right away.
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