No more battling endless emails. AIFA will manage it all by communicating with your customers so you don’t have to. A more compliant, less expensive way to free up your Advisers.
AIFA, our AI-driven financial adviser, is designed to drastically reduce the time and effort required for customer support by automating repetitive and routine tasks.
A significant portion of customer service inquiries consists of repetitive questions, such as balance checks, contribution details, or basic KiwiSaver information. AIFA can handle these queries instantly, freeing up human agents to focus on more complex cases.
AIFA prioritises and categorises customer service requests based on complexity and service level automation settings. This ensures that most issues can be addressed autonomously while allowing KiwiSaver providers to ensure that specific requests are passed to human agents.
AIFA assists human agents by providing real-time suggestions, knowledge retrieval, and step-by-step guidance during customer interactions. This reduces agents’ time searching for information and enhances their overall efficiency.
AIFA automates routine processes like data entry, follow-up reminders, and document management. It can also route tasks to the right department or individual based on predefined rules, minimising delays and errors.
AIFA is built with compliance at its core, ensuring that every piece of advice, interaction, and data retrieval adheres strictly to regulatory and internal policy guidelines.
AIFA relies on a central repository of up-to-date, compliance-approved information. Whether it’s financial regulations, product details, or customer communication guidelines, AIFA only draws on information that has been pre-validated by compliance teams.
Before delivering any response, AIFA runs automated checks against compliance rules to ensure that the advice it gives is aligned with legal and regulatory requirements. This eliminates the risk of non-compliant advice reaching clients.
Regulatory changes are continuously monitored, and the central knowledge base is updated accordingly. AIFA instantly adapts to these updates, ensuring that it always operates within the latest compliance frameworks.
Unlike human advisers who may interpret or communicate information differently, AIFA consistently delivers responses that are aligned with documented compliance protocols. Every interaction is traceable, with a clear audit trail, making compliance reporting easier and more reliable.
AIFA can guide customer service representatives during conversations, flagging potential compliance risks and suggesting compliant phrasing or actions. This reduces the chances of human error and helps less experienced staff adhere to regulations.
One of the major challenges faced by financial institutions is the siloing of knowledge within specific teams or individuals. AIFA can solve this by serving as a dynamic, centralised knowledge repository that keeps critical information accessible, consistent, and up-to-date across the entire organisation.
AIFA consolidates knowledge from various sources, including best practices, compliance guidelines, process documentation, and customer interaction protocols, into a single, easily accessible platform. This ensures that all team members have instant access to the same accurate and verified information, regardless of their role or location.
AIFA is designed to learn from interactions and updates continuously. As new processes are introduced, regulations change, or best practices evolve, AIFA integrates these updates automatically, ensuring that all information remains current. This eliminates the risk of outdated or incorrect information being used in customer interactions.
Often, critical knowledge is siloed with experienced staff members who may leave or be unavailable. AIFA mitigates this risk by capturing and storing this expertise, making it accessible to everyone. This reduces the dependency on individual employees and ensures business continuity even during staff turnover or changes.
AIFA provides on-the-spot guidance during customer interactions, helping representatives handle queries more effectively. Instead of manually searching for information or asking more experienced colleagues, representatives can rely on AIFA’s comprehensive knowledge base to provide accurate, compliant, and consistent responses in real time.
With AIFA acting as a knowledge repository, training and onboarding become more efficient. New staff members can quickly get up to speed by accessing standardised information and following best practices from day one. AIFA’s guidance also ensures that even entry-level representatives can deliver high-quality service with minimal supervision.
By centralising knowledge, AIFA ensures that everyone—from customer service to compliance teams—follows the same procedures, uses the same data, and adheres to the same standards. This leads to consistent service delivery, reduces errors, and enhances operational efficiency.
Real-life examples of how financial services organisations have used AI-driven solutions to improve customer service, saving millions and scaling faster, and how KiwiSaver providers and advisers can do the same.
AIFA delivers fast, compliant client servicing at scale, helping KiwiSaver providers and advisers reduce costs while improving customer service and accessibility.
These below features are part of our product roadmap as we continue to enhance AIFA, ensuring it evolves to meet the growing needs of our clients and the industry.
Anonymisation, Access Control, Encryption, Data Minimisation, Transparency & Retention Policies. SOC 2 and ISO 27001 Certifications.
Implement Retrieval Augmented Generation (RAG) & guardrails to ensure 100% accuracy in client communications.
As a computer program trained on all relevant regulations, it is designed to exhibit compliance standards surpassing those of any human adviser.
Acts as the brain to supercharge your existing infrastructure and processes, not add another software for your staff to learn.
Expanded functionality via APIs with other traditional and AI-based finance apps.
Trained to understand what the user actually wants, not just blindly respond to questions.
AIFA doesn’t solely rely on machine learning; it also uses financial calculation engines to deliver precise and reliable financial analyses and decisions.
CRM API to ensure it knows everything that needs to be known about a client before communicating with them.
Utilise historical client interactions to tailor future conversations based on recognised information, preferences, and biases.
We provide Artificial Intelligence Financial Advisers to the Superannuation Industry. Super funds use our technology to interact with their members via voice, chat and email. This allows them to service and understand their existing members better.
Sevaka, derived from the Sanskrit word ‘सेवक’ (Sēvaka), translates to ‘One who serves.’
As a financial adviser and founder of National Capital, New Zealand’s largest KiwiSaver advice fintech, Clive has direct experience with the challenges faced by superannuation providers and advisers.
As the former CTO of Instillery, an Enterprise DevOps company, Matthew led the organisation to win the prestigious IDC Digital Transformer of the Year award during his tenure. He ensures AIFA is enterprise-ready,
Zain has built AI services for enterprises, generating over $1M in monthly client revenue. He holds a Master’s in Data Science and is a rocket scientist, having led Pakistan’s first rocketry team to qualify for Spaceport 2020.
With over 25 years of experience in brand design and UX, Arran was part of National Capital’s founding team. He is responsible for developing a system that is easy to use for both clients and end users.
AIFA is lovingly developed right here in Auckland, New Zealand, using only the latest technology.
Connect with us to transform your financial advisory and client servicing experience.
