bob

For advisers & brokerages

Bob does the legwork. You make the call.

Every conversation arrives structured, confidence-flagged and ready to review. Spend your time on judgement, not data entry.

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Case · Jordan Lee96% · fast-approve
Draft advice · Income protection $5,200/mo, 4-wk wait, to 65, $62/fortnight.
Approve & releaseEdit

A cockpit built around your judgement

  • Confidence-flagged queue

    Green, amber, red. Your time goes where the AI was unsure, not on the easy ones.

  • Full record + transcript

    Structured fields with provenance, the verbatim conversation, and the AI's draft, side by side.

  • FMA-ready audit trail

    Every question, consent and approval is event-sourced and timestamped. Export anytime.

  • Vulnerable-customer routing

    Bob flags signals to handle with care and routes to a human, with guidance, not guesswork.

  • Handoff inbox

    Every "talk to a person" arrives with full context. The client never repeats themselves.

  • Morning brief

    Start the day with an AI synthesis of what needs you, what's at risk, and what's renewing.

Sell Bob under your own licence.

Bob is built to be offered to other NZ brokerages as a white-label platform.

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