See Intella on your own client data
A 30-minute walkthrough with someone who has run an advice business. We set up a sandbox with your data structure, show the workflows you actually use, and answer the compliance questions up front.
You tell us how you work
Product lines, team size, where the admin time goes.
We build the walkthrough
A sandbox shaped like your business, not a generic tour.
You see it end to end
Fact find to advice to application, plus the compliance record behind it.
Request a walkthrough
All fields except the last two are required.
What we cover
Built around the questions advisers actually ask
One client record
Lending, insurance and KiwiSaver against the same family, with the history intact.
Where AI helps
File notes, document drafting and data extraction, and the guardrails around them.
The compliance trail
What gets recorded, what a review looks like, and how an outcome is explained.
Moving your data
How migration runs, what we need from your current system and how long it takes.
Group visibility
Dashboards, adviser oversight and reporting for groups and FAPs.
Pricing and rollout
What it costs, how onboarding is staged and what your team needs to learn.
Before you book
Common questions
If something is missing here, put it in the notes field and we will cover it in the session.
Do we need to prepare data?
No. Bring a sample export if you have one, otherwise we model your structure from the call.
Who joins from your side?
One of our team who has run advice, plus an implementation lead if migration is on the table.
Is the AI safe to use on client files?
It runs on a closed model in a secure, controlled environment. Client data never leaves the platform without encryption.
Can you show a group setup?
Yes. Tick Groups & FAPs and we will bring the oversight and reporting views.