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.
Open the cockpitA 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.
Explore the cockpit