Industries · Financial Services

Your Clients Deserve Better Than Spreadsheet Advice.

We build connected client management, compliance, and advice delivery systems for mortgage brokers, financial advisors, and insurance providers across NZ and AU.

Client ManagementCompliance ReadyAI-PoweredAdvice Workflows

Book a Discovery Call See NZ Mortgages Case Study

Henderson Family Household

Active · Platinum · 9 Years

Family Tree

Assets

Liabilities

Investments

Relationships

Compliance

Activity

Agent Recommendations

Processing

3 actions

Building annual review action plan

Analysing account history · 72%

High

Insurance gap detected — plan required

Underinsured by est. $620K

High

✓

KiwiSaver rebalance recommendation ready

Ready to send to client

Medium

🏦

House Accounts

👑

Henderson Family Trust

Trust · Active · Platinum · Net Worth $5,850,000

$5.85M

Platinum

🏢

Henderson Holdings Ltd

Company · Active · Operating entity

$1.2M

Operating

🌳

Family Tree

First Generation

Margaret Henderson

Primary · Age 61

David Henderson

Member · Age 64

Second Generation

James Henderson

Child · Age 32

Sophie Henderson

Child · Age 29

Financial Summary

Total Assets

$7.24M

↑ $340K from last review

Liabilities

$1.39M

2 mortgages

Gross Income

$420K

↑ 6% YoY

Monthly Expenses

$22.1K

Stable

Net Position

$5.85M

Assets $7.24M

Liabilities $1.39M

Holdings & Policies

🏘️

22 Thorndon Quay, Wellington

Owner-occupied · $740K owing

$2.1M

🏘️

8 Marine Parade, Napier

Investment · $3.2K/mo rental

$980K

📈

Simplicity KiwiSaver — Growth

Margaret · +11.2% pa

$342K

📈

Milford KiwiSaver — Balanced

David · +9.4% pa

$218K

🛡️

AIA Life — Joint Policy

Renews Mar 2025 · Underinsured

$1.5M

⚠ Review

🏦

ANZ Term Deposit

Matures Jan 2025 · 5.4%

$100K

Compliance Status

AML Identity Verification

Verified

Annual Review (Due Oct 2024)

Overdue

Statement of Advice

Current

Insurance Review

Due Soon

Signed Disclosure Document

Signed

60%

Renewal revenue — NZ Mortgages

60%

Renewal Revenue Increase

90%+

Refix Rate Achieved

Compliance Gaps at Last Audit

What We Build

Connected systems for financial services businesses

Zoho CRMWorkflow

↗

✓

Needs Assessment

✓

Research & Analysis

Recommendation

Implementation

Annual Review

Guided Advice Process

Step-by-step workflow from first meeting to annual review — agent-managed end to end.

Open BankingLive Data

↗

CRM Hub

Open Banking

Insurance Research

Lender Rates

Property Data

KiwiSaver

Investment Platforms

Connected Financial Ecosystem

Open banking, property data, lender rates, and KiwiSaver — all live inside your CRM.

ComplianceAML

↗

✓

AML Verification

Passed

Best Interests Duty

Running

✓

Disclosure Statement

Current

Annual Review

Overdue

⏰

Insurance Review

Due Soon

Compliance Score

74 / 100

AI Compliance Agent

AML, BID, disclosure, and review obligations monitored and actioned automatically.

AI AgentsClient Comms

↗

📱

Direct messaging · Document collection

🖥️

Client Portal

Document upload · e-Signatures · Tracking

📞

Phone — AI Transcript

Recorded · Transcribed · Fact-find populated

Latest call → fact-find

"...looking to refix in March..."

→ Refix date: Mar 2025 captured

"...Sophie wants to buy her first home..."

→ KiwiSaver withdrawal flagged

Omnichannel Client Engagement

WhatsApp, portal, and phone calls — transcribed and turned into fact-finds automatically.

How We Work

Getting started is straightforward.

Step 01

Audit your client journey

We map every client touchpoint from first enquiry to annual review — finding every manual step and compliance gap costing you time and risk exposure.

Step 02

Design the connected workflow

We design the complete client lifecycle and compliance workflow, agreed and documented before we configure a single system.

Step 03

Build it and layer in AI

Zoho CRM configured for financial services with AI agents that follow up enquiries, flag compliance issues, and populate fact-finds from call recordings.

Step 04

Stay as your partner

Ongoing support as regulations change, new advisers join, and your client base grows.

🏦 Financial Services · Auckland, NZ

NZ Mortgages went from spreadsheet chaos to a pipeline that runs itself.

"Our doc collect time from the old system was quite manual. Now with Zoho, it's pretty much a click-click and it's done."

Rebecca Brunning

Operations Manager · NZ Mortgages

Read the full case study →

60%

Renewal revenue increase

90%+

Refix rate achieved

Compliance gaps at last audit

Ready to Transform Your Financial Services Business?

Book a discovery call and we'll show you exactly what a connected, compliant, AI-powered advisory practice looks like — with real demos from our implementations.

Book a Discovery Call See the NZ Mortgages Case Study

60%

Renewal Revenue

90%+

Refix Rate

Compliance Gaps