A AI chatbot for a investments and wealth business tackles one specific leak: clients and support staff ask the same questions all day: what is my current balance, has my rollover gone through, when is my review, what did we decide last time, has my fee consent been signed. Each one pulls an adviser or a client-service officer off real work to log into a platform and look it up, and after hours the questions bank up as emails to answer in the morning. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
Clients and support staff ask the same questions all day: what is my current balance, has my rollover gone through, when is my review, what did we decide last time, has my fee consent been signed. Each one pulls an adviser or a client-service officer off real work to log into a platform and look it up, and after hours the questions bank up as emails to answer in the morning.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a investments and wealth business, and the system is built to close it. You can see the full picture of where a investments and wealth business leaks margin on the investments and wealth industry page.
An assistant that answers client and staff questions from your live advice data. It draws on what sits in Iress Xplan, current positions from platforms like HUB24 or Netwealth, review dates, and the notes from prior meetings, and answers in plain language, on your client portal, over email, or in a staff channel. When a question needs an adviser, it routes it to the right person with the client and context already attached, rather than a cold voicemail.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From the first week, the routine balance and status questions get answered instantly instead of interrupting your advisers and client-service team, and after-hours queries stop piling up as emails to work through the next morning.
Month three. By month three the assistant has learned the questions your clients actually ask, deflects a meaningful share of the queries that used to hit your support desk, and gives you a record of what clients keep asking, which tells you where your client communication is weakest.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built AI chatbot for a investments and wealth business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.