Financial planning and information gathering

When accurate collection and disclosure of information are essential for your new customer relationship, take advantage of Clevertar virtual agents that never deviate from your script, and keep everything on file.

Our solution

Make your initial financial planning conversations more valuable by allowing a Clevertar virtual agent to ‘tick the boxes’, collect required information, and prepare your consumers for their first meeting with an advisor. Provide education and disclosure along the way, and keep everything recorded for compliance purposes.

Maximise the value of your finance support & advice team

Take advantage of Clevertar virtual agents that never deviate from your script, and keep everything on file.