Chatbot for super funds

Scale up your financial planning service.

A member uses their natural voice to converse

No need for pen, paper, or computer

Possible to serve multiple members simultaneously

Easy to use, easy to understand

Chatbot for fund members

It’s not easy to find affordable, easy-to-use financial information. The Digital Assistant enables members to review their financial well-being using voice and tap commands on any device with Amazon Alexa’s “show mode”. This could be an Echo device, or any screen, even a normal TV with an HDMI interface, using a simple Amazon Fire TV Stick.

A fund could set up multiple devices serving multiple members at the same time. A single adviser could oversee the sessions, helping members if they get stuck.

All details of any session can be saved for the next session on Amazon’s servers and protected by their security. You may also choose to erase all data at the end of a session.

Online information

We also offer the widest range of financial planning tools to create, protect and transfer wealth at www.smfp.au.

Calculators, info-grams, menus, glossary, guides, and more, with as much or as little help as a member needs.

Key Features

  • Keep track of investment options, retirement goals, insurance needs, and risk profile.
  • Values can be remembered and available for each new session or deleted.
  • Advisers to the fund can use a version designed especially for fund advisers.
  • There is transparency in how values are calculated.
  • Convenient to use, simply be in hearing range to use the skill, using natural voice.
  • Members need only tap on any “How to” button to see the administration process involved, such as how to change investment options.
  • Each fund will have a version dedicated to their fund’s features and benefits.

Watch a short video

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