Tackling the Resourcing Challenge
Resourcing challenge

Tackling the Resourcing Challenge

Clive Fernandes
Clive Fenandes
- CEO | Co-Founder
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.

All KiwiSaver providers recognise the benefits of AI. It improves turnaround times, consistency, compliance, and member outcomes.

Yet many organisations hesitate to take the first step.

A significant barrier is resourcing. Teams already face heavy workloads, and another large project often feels ill-timed.

Common resourcing concerns

Concerns often arise even before KiwiSaver providers even begin conversations with AI solution providers. Three major themes emerge:

  1. People – Teams are already stretched. Customer service, digital and operations are under pressure to manage rollouts and BAU demands. Implementation often needs significant resourcing to manage the setup alone.
  2. Projects – Change fatigue is real. Leaders often fear another “big project” after experiences with resource-heavy past system integrations, CRM rollouts, and ongoing adoption issues associated with new projects.
  3. Ownership – Long-term management must be considered. Teams often do not have the capacity or AI specialists to manage projects when they are adopted as BAU.

What works in practice

Experience shows that adoption succeeds when the solution provider delivers a model that is practical to implement and sustainable to run. Effective solutions share three traits:

  • Solve Capacity – Solutions are designed to fit into the client’s existing workflows without demanding extra resourcing.
  • Reduce Project Load – Delivery is phased, starting small to show early results and build trust.
  • Take Long-Term Ownership – The provider stays responsible beyond launch, ensuring performance is maintained over time.

Our low-lift approach

Our low-lift approach means Sevaka takes on the bulk of the work, from setup to ongoing management, so internal teams avoid being overloaded. It minimises new demands on people, processes, and projects, allowing adoption alongside BAU rather than competing with it.

This approach results in the following:

  • Early modules deliver value in weeks.
  • Minimal disruption keeps internal teams focused on BAU.
  • Ongoing support improves adoption over time.
  • Scalable designs create the foundations for future expansion.

Adoption succeeds when the heavy work is taken off internal teams, delivery happens in measured steps, and ownership is clear.

This allows KiwiSaver providers to move from pilots to long-term AI platforms that support future operations.

The Board lens

For boards, the core concern is whether adoption reduces risk while strengthening governance. They need assurance that AI does not introduce new vulnerabilities or divert focus from BAU. A phased, low-lift model addresses this by keeping delivery contained, tracking performance against agreed metrics, and ensuring clear accountability.

Boards expect transparent reporting, mapped ownership through tools like RACI, and external validation where appropriate. Quarterly updates should highlight risk trends, control maturity, and cost discipline, providing the confidence that adoption supports long-term resilience and oversight.

Closing thought

I believe the KiwiSaver industry is ready for AI.

Providers see the chance to modernise services and deliver outcomes that matter to their members.

The barrier of resourcing should no longer stand in the way. With the right model, adoption becomes realistic, and the industry can start turning ambition into impact, delivering better experiences and stronger results for every KiwiSaver member.

In this article...

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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.