“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. The tool is a meaningful step forward for us in helping our customers to understand a complex wealth product, resulting in customers being better equipped to choose an appropriate fund for their situation.”
Peter Forster
General Manager – Wealth, BNZ
KiwiSaver
Automate your KiwiSaver advice workflow with our out-of-the-box KiwiSaver Solution. Use the online fact-find to assess customers needs then easily match the customer with the appropriate provider and products and auto-generate a Statement of Advice in minutes.
$149 +gst per month for single adviser businesses
