Pre-built & custom solutions to fuel financial advice conversations…
Cloud-based solutions designed to help financial advisers work smarter, become more efficient and engage with customers

Calc Web Calculators

Online calculators integrated into your website to interact with potential customers

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Engage Advisor Sales Tool

Projection tools for modelling financial scenarios to visualise and show the value of your advice

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Advice Advisor Workflow Tools

Automate your advice workflow; online fact find plus generation of Statements of Advice in minutes

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“BNZ staff are now better equipped to have quality conversations with our customers on the benefits of the BNZ KiwiSaver scheme and the impact of customer choices on their outcomes.”

Peter Forster
General Manager – Wealth, BNZ

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