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KNOWLEDGE HUB

AI in Wealth Management Initiative

Shaping the future of wealth with AI-driven insight

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AI in Member Acquisition & Retention

How wealth managers can grow smarter and a competitive market.

AI is transforming how wealth managers attract and retain members, using connected data, automation and personalisation to reduce friction, improve engagement and create stronger long term growth.

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Redefining Compliance

How wealth managers can strengthen oversight, reduce risk, and build regulator confidence

AI automates reviews, connects fragmented data, and monitors risk in real time, helping compliance teams detect issues earlier, improve audit readiness, and create more consistent, trustworthy governance.

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Member Advice

How wealth managers can deliver a new kind of advice service that didn’t exist before.

AI enables continuous, context-aware support woven into everyday financial behaviour – a shift from scheduled reviews to an always-on advice layer that guides members in real time.

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AI & Industry Trends

How NZ Wealth Managers can stop clients from leaving

I recently read a case study looking at a US$18B wealth management firm that used AI to identify clients at risk of leaving, then intervened earlier. The result: a 15% reduction in churn. The interesting ...

Martec’s Law and the future of AI in KiwiSaver

Technology is moving faster than organisations can absorb. This tension is at the heart of digital transformation, and it shows up clearly in the financial services industry. KiwiSaver providers are responsible for managing billions of ...

How Open Banking can help KiwiSaver providers deliver better advice and retain members

As open banking takes shape in New Zealand, KiwiSaver providers are standing at the edge of a quiet revolution. By securely accessing consented banking data through APIs, they can finally see a more complete picture ...

Build, Buy, Boost: Choosing the right path for KiwiSaver providers

In my conversations with KiwiSaver providers, one question comes up repeatedly: should we build, or should we buy? The choice depends on capacity, capability, and goals, and in reality, there’s a third path - boost. ...
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Technology, Innovation & Operating Models

Becoming AI-Native: What Wealth Managers Can Learn from Cuvva

Some organisations treat AI as an add-on: a way to make existing processes faster, cheaper, or more automated. That’s useful. But the real transformation comes when you ask: if we built this industry from scratch ...

Rethinking Innovation: Misuse, Refusal, Inversion

Innovation is usually framed as invention, something new, shiny, and never-before-seen. But often, the most powerful breakthroughs come from something much simpler: using what already exists in an unexpected way. Here are three lenses I’ve ...

The Sevaka AI Maturity Spectrum: A practical framework for KiwiSaver providers

As AI continues to reshape industries, KiwiSaver providers are increasingly looking to adopt it. Opportunities lie in streamlining operations, enhancing member engagement, and reducing costs. But without a clear roadmap, it’s hard to know where ...

Five principles for KiwiSaver providers to effectively harness AI

KiwiSaver providers are at a crossroads. With increasing member expectations, regulatory demands, and operational pressures, COOs and General Managers of Operations are challenged to do more with less. Having spoken with several leaders in the ...

The waitlist

We’re building something exciting at Sevaka

And we’d love you to be part of it.

Our AI-powered tools are designed to help KiwiSaver advisers and fund managers streamline their processes, reduce admin workloads, and improve client engagement. By joining our waitlist, you’ll get early access to a solution built specifically for KiwiSaver.