FYG Planners, a leading network of professional financial advisers in Australia, has partnered with FinTalkr™, an advanced AI-powered platform, to redefine how advisers manage their workflow and deliver superior client outcomes. This strategic move solidifies FYG Planners’ commitment to innovation and its mission to empower advisers with cutting-edge tools for success. “FinTalkr™ compliments our other recent investments including our own CRM built-in dynamics and client portal. Advisers on FinTalkr™ are saving 0.5-1 day per week in admin time and seeing more clients.,” said CEO Andrew Wootton at FYG Planners. “With FinTalkr™, we are providing tomorrow’s Financial Adviser platform to our growing Adviser workforce today.”
FinTalkr’s mission is to enable Advisers to double their client book using technology and AI.
Transforming Adviser Operations with FinTalkr™
FinTalkr™ is designed to address the most pressing challenges financial advisers face, offering a suite of AI-driven tools that enhance efficiency and precision. Advisers are typically saving 0.5-1 day per week in admin with FinTalkr™ freeing Advisers to focus on seeing more clients and providing better advice. FYG also understands that this is just the beginning. By selecting Australia’s leading Financial Advice AI company FinTalkr,™ we know we are well positioned for the future and when we talk to FinTalkr, we know there are so many other innovations coming in the year ahead, it's fantastic to be part of this.
The platform uses state-of-the-art natural language processing, large language models and machine learning technologies, enabling advisers to access valuable insights in real-time and post-meeting. Whether summarising complex financial data or crafting tailored recommendations, FinTalkr™ ensures advisers have the support they need to provide exceptional service.
Security and Enterprise Grade
FinTalkr is the only AI platform in the Australian market that provides an enterprise-grade platform for Australian Advisers. Data is stored in Australia, data is encrypted to the highest levels, and no data is sent offshore or to any external AI engines. However, Andrew Wootton says: “We looked around the market and there are new startups that don’t appear to understand or have experienced the regulatory or risk environment in Australian Financial Services.” Examples are companies emailing file notes as part of the standard process, companies asking for blanket access to share drives or sending data offshore for processing. It was obvious when we spoke to the guys at FinTalkr that they had been building enterprise financial technology for decades and we had immediate confidence that we were partnering with the experts in the field.
Advice Tech Built for Advisers
FYG also looked at employing general biz tech such as MS co-pilot. However, we found that the workload for Advisers was still high and we needed to train our advisers in how to write and tailor prompts. This was easier for some of the grads but not viable for many of our adviser force. FinTalkr caters for in-person meetings as well as online meetings. The recently launched mobile app allows an Adviser to walk into a room, push one button on their mobile and FinTalkr does everything else. We are looking to bring massive productivity gains to our financial advisers and whilst we can gain some incremental uplifts with general biz tech, to double the clients that Advisers can see we need purpose-built software like FinTalkr.
Streamlining Compliance and Elevating Client Engagement
Compliance and communication are cornerstones of financial advisory success. FinTalkr™ simplifies compliance by automating documentation and ensuring adherence to regulatory requirements, reducing the risk of human error.
A Partnership Focused on Adviser Success
FYG Planners is renowned for its adviser-centric approach, and the integration of FinTalkr™ reflects this commitment. The platform enhances productivity, improves accuracy, and supports advisers in navigating the complexities of financial planning with confidence.
This collaboration positions FYG Planners’ network of advisers to deliver outstanding service while achieving greater work-life balance. Initial feedback from advisers highlights FinTalkr™ as a game-changing resource that reduces administrative burdens and enables better decision-making.
Pioneering the Future of Financial Planning
By adopting FinTalkr™, FYG Planners sets a new benchmark for technology-driven advisory services in Australia. This move underscores the company’s dedication to staying ahead of industry trends and empowering advisers to thrive in an ever-evolving landscape.
As the financial planning industry embraces digital transformation, FYG Planners and FinTalkr™ are leading the charge, ensuring advisers have the tools they need to meet the future with confidence and deliver unparalleled value to their clients.
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If you’d like to hear more about FinTalkr or see it in action, please don’t hesitate to contact the team on info@fintalkr.com