Ava is a chat-based AI tool designed to enhance communication between advisors, financial service providers, and clients.
Why ava?
Ava is a chat-based AI tool designed to enhance communication between advisors, financial service providers, and clients. In a landscape where compliance requirements are constantly evolving—especially with new regulations like POPIA impacting data privacy—gaining client consent and setting appointments has become more complex.
Ava simplifies this process by engaging with clients through both individual and group interactions, making compliance easier and helping advisors focus on what they do best.
Embracing technological advancements is crucial for staying competitive and driving innovation.
Artificial intelligence, automation, and enhanced engagement are some of the latest top ROI trends used to streamline operations, enhance productivity and deliver superior people experience.
AVA our chat-based solution help the advisor and FSP bridge the digital divide and radically enhance people’s engagement, resulting in superior wellbeing, productivity and retention.
What can ava help me with?
The current support services available include
Broker appointment & consent
This function can be used to individual and groups (Bulk data processing)
Broker/Advisor Support Services
This function enable the advisor to obtain client consent and to generate leads to Supporting Services
HR & Payroll
Surveys
Training
Recruitment / Registration
The Services above have already been trained and implemented and can be added to AVA as additional Support.
Effortless automation of HR admin, resulting in employee wellbeing, productivity and retention.
Easy implementation and use - we meet you in the platform where you are already at.
Where can I find ava?
Ava get linked to license holders via unique support code. Once linked the advisor can access Ava via WhatsApp, Telegram and many other platforms.
How did I verify my client?
AVA will verify client via Two Factor authentication.
Once authentication is verified ava will proceed to populate personal info and generate a document with an audit trail.
Reporting
Report will breakdown the transactions processed via AVA
