Banking & Financial Services
A research assistant for advisers, brokers and financial institutions, with specialist solutions tailored to the way you work. All by email.
Financial planning practices, wealth managers, mortgage brokers, insurance brokers, superannuation and SMSF specialists, banks, mutuals and credit unions.
Research for advisers, brokers and financial institutions
Ask about an obligation, a regulatory guide or a provision and Abe researches the answer with its sources shown, so your compliance and advice process rests on something you can verify.
Every answer is double checked by our Deep Research function before it is returned. This supports accuracy and confidence in the reply. It supports your process and is not advice in itself.
Attach the documents that matter and Abe reads them and researches from what is actually in them. A statement of advice, a product disclosure statement or a policy wording can be the brief.
For example
- ✉What are the current best interests duty obligations when recommending a switch of superannuation fund?
- ✉Summarise the disclosure requirements for a credit assistance provider before a credit contract is entered.
- ✉Does the attached income protection policy cover partial disability, and on what terms?
Specialist solutions, tailored to the industry
Beyond research, Abe brings specialist solutions shaped to advice, lending and insurance work, delivered in the same email thread.
- Client statements analysed for applications and reviews: income, living expenses, commitments and patterns.
- Advice meetings turned into file notes from a recording, with the client's goals and responses captured.
- Product, policy and advice documents read closely and answered on.
- Purpose-built resource libraries specific to your organisation, so Abe can draw on important internal documents like credit policies, product guides and compliance procedures.
Ready to put Abe to work?
Register your organisation, choose a specialist assistant and give them their email address. They can start today.