Bancassurance & wealth
AI assistant for bancassurance and wealth-management advisors
Olivia helps bancassurance and wealth-management advisors juggle insurance, investment, and retirement product conversations with each client. Smart Records tracks multi-product portfolios so nothing falls through the cracks.
Common pains
- Each client has insurance, MPF, funds, and deposits in separate systems.
- Cross-sell opportunities sit in your head instead of your calendar.
- Compliance requires every recommendation to be documented.
How Olivia helps
- Smart Records tracks every product line per client in one view.
- The heartbeat surfaces cross-sell opportunities with the right timing.
- Olivia drafts documented rationales for every product recommendation.