A professional financial advice methodology, powered by enterprise-scale technology

Deep financial services expertise meets advanced AI algorithms—enabling institutions to scale professional, holistic advice delivery without building massive field forces.

Smiling woman gesturing with hands while talking to two people across a table with a laptop.

AI-enabled capabilities

Clone your top 10% advisors and scale their performance across your entire distribution force with AI-guided best practices.

Copilot interface greeting a user named Sizwe with options to contact cashback clients, complete a cashback claim, and ask about Copilot features, plus notifications about new lead match score, compliance of 12 cases reviewed, and 5 cross-sell opportunities.

Copilot AI chat interface greeting user Sizwe with tasks: contact 4 cashback clients, complete Sithle Ndlovu's cashback claim, and explaining Copilot. Notifications show 12 cases reviewed all compliant and 5 cross-sell opportunities this week. WhatsApp notification from Lifecheq shows a new lead with match score 8.2.

Advisor Copilot

Your advisors' intelligent assistant

Monitors client portfolios and policy events, then proactively directs advisors to high-value activities—cross-selling opportunities, policy servicing, client follow-ups, and lead engagement.

Shows exactly what to do next: Prioritised daily feed
Nudges at the right moment: WhatsApp alerts
Handles paperwork automatically: Compliance, admin, servicing

Impact: 50% increase in cases per month; your advisors become more productive

AdviceCheq

Quality and fraud protection

Two-layer protection: quality checks for advisors, fraud detection for executives

For advisors:

Real-time alerts on lapse risk, affordability, duplicates
NTU risk warnings on banking details
Helps them sell the right product

For advisors:

Book-wide fraud detection
Daily watchlist, advisor-invisible

Impact: 30% lapse reduction potential; your team becomes more effective

Recommendation summary dashboard showing 3 out of 10 needs met for Lethabo, with checkmarks for funeral cover, invest to own, and health insurance, and warnings for income protection, key man, wills and estate, professional indemnity, and tax-free savings, plus a green Share a copy button.

Task list showing progress to complete 5 quests with four tasks: urgent failed debit contacting client with ±R200, low priority completing 3 FNAs with ±R800, low priority scheduling policy anniversary calls from 21 to 24 Oct with ±R600, and completed follow-up with 1 client earning ±R600.

View Channel management features

A UI showing a checklist with tasks mostly completed except 'Client checks', and a case submission summary listing life covered, premium, and cover amount for four individuals, with a total premium of R 575 and cover amount of R 270 000.

Dashboard showing active advisers at 5000 with a target of 4200, 57% advisers with 10+ policies with target 50%, and case count 16100 with target 170000; includes branch list with names, regions, managers, and number of advisers.

Dashboard showing business metrics with case count at 35 (+5), NTU at 16% (+1), persistency at 84% (+13), stop order at 79% (+10), and products sold: Funeral 12 (+5%), Life Cover 8 (-2%), Health 4 (+10%), Retirement 8 (+8%).

View Client management features

Four circles connected by dotted lines illustrating communication channels: smiling field agent, branch network meeting with people using laptops, smiling call center representatives wearing headsets, and a smartphone screen showing a chat conversation about insurance cover.

Four circles connected by dotted lines illustrating communication channels: smiling field agent, branch network meeting with people using laptops, smiling call center representatives wearing headsets, and a smartphone screen showing a chat conversation about insurance cover.