Stay close to clients, respond fast and run a smoother advice business.

AI Integrators can help advisers keep in contact with clients, respond quickly to queries, book meetings and streamline everyday operational processes. It does not replace the adviser or provide regulated financial advice.

Optional capabilities

Practical support around client conversations

Availability depends on the system, workflow and approved content used by an adviser or FAP.

AI Smart Persona

An optional digital engagement capability that can represent an adviser or business using approved information, voice and branding.

AI Receptionist

Answer incoming enquiries
Identify caller intent
Complete basic triage
Book appointments
Route enquiries

AI Outbound Caller

Respond to new enquiries
Support database activation
Follow up approved campaigns
Confirm client objectives
Book appointments
Prepare summaries and transcripts where appropriate
Hand the conversation to an adviser

AI resource search

Ask instead of search

Natural-language search can help advisers locate available resources using text or voice, retrieve relevant documents and follow links back to source material.

Text questions
Voice input where supported
Resource retrieval
Relevant source links
Document search
Adviser review before relying on time-sensitive information

AI output assists information retrieval and communication. Advisers must apply professional judgement and verify time-sensitive lender, regulatory and client information.

Technology should complement the adviser, not replace them.

Use AI to improve response, organisation and handoff while keeping advice, judgement and the client relationship with the authorised adviser.

Product details

More about AI Integrators

[More AI Integrators product information to be added]

Under development

Register your interest in AI Integrators

AI Integrators is under development. Leave your details and NZMAI will contact you when it is available. NZMAI Membership is not required to enquire.