Your customer experience is everything

Fully customise your own customer experience or configure our white label customer experiences.

Scroll down to see what difference our unique screen API capability can deliver.

Your mass market customers have a wide range of financial needs

You decide how many customer segments and financial needs you want to address:

  • "I am looking for help with my first job"

  • "I am looking for help with a new house"

  • "I am looking for help with saving"

  • "I am looking for help with protection"

  • "I am looking for help with investments"

  • "I am looking for help with retirement"

  • "I am looking for help with aged care"

Seamless experience

We sit behind your existing customer login facility and automatically upload the customer's latest data.

  • We automatically qualify or triage your customers to their relevant advice topics
  • We capture everything they do
  • We automatically send their instructions back to your underlying product systems

Dynamic personalisation

Every customer is different, so our screen APIs have built-in intelligence and can automatically adjust how much or how little information is asked for.

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Digital-advice factory

Unlike other digital-advice technologies we are agnostic on the digital-advice algorithms. You choose how you want your automated advice to arrive at its recommendations.

Talk to a real advisor

Advice Dashboard

You design your own dashboard of customer benefits. How many options you wish to present and how to display them is up to you.

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Speak to someone

At any point your customers can choose to speak to someone who has complete visibility over what your customer has been doing up to that point.

One click to make it all happen

You configure exactly what needs to happen once the advice is delivered.

  • Recommendations in a printed document
  • Any forms to be pre-filled
  • Instructions to underlying product systems
  • Workflow automatically updated to track completion

Customers love it



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