SuperAnne™
Turn complex financial journeys into clear, conversational experiences. SuperAnne™ helps your clients build confidence — driving engagement, trust and long-term retention.
A fee question, an investment switch, a full retirement scenario, and more. All in the same conversation, all in plain language.
Clients ask in their own words, and the conversation goes wherever the question leads, not wherever a form's fields allow.
Clients chat or type about goals, contributions, investment switches or retirement in their own words, and get an answer in plain language.
A question about contributions can lead into one about an inheritance or a dependant's needs — same conversation, no restart.
Bite-sized nudges drawn from your own content extend the conversation, so clients leave understanding their options, not holding a number with no explanation.
SuperAnne™ talks like a conversation because that's the simplest way to ask a question. Underneath, SUGAI™ is doing the heavy lifting.
SUGAI™ runs the financial modelling, the same math a licensed adviser would use, not a language model guessing at a plausible-sounding number.
Every conversation produces a regulatory-aligned projection, traceable back to the specific inputs and assumptions behind it.
Cashflow, tax, assets and liabilities modelled together, calculated the moment it's asked, not minutes later.
When a client wants a professional opinion, the conversation doesn't end, it continues, with Bosco™.
Clients complete their own fact find and run their scenarios in SuperAnne™. The moment they ask for an adviser, it's handed straight to Bosco™. Advisers open the full thread, with every scenario already modelled, not a blank screen.
Bosco™ runs on SUGAI™, so an adviser can keep modelling from exactly where the client's conversation left off.
SuperAnne™ guides. It hands to a licensed adviser the moment a professional opinion is what's needed.
SuperAnne™ is API-first and embeds inside your existing digital ecosystem — your app, your webpage, or as a standalone experience. White-labelled to your brand, so the trust your clients already have stays exactly where it is. Every conversation and outcome stays yours too, to use however you need.
Clients who understand where they stand financially are more likely to stay engaged, and with the organisation that helped them get there. Trust builds in the conversation; retention follows from it.
From bite-sized educational pieces tailored to each client's situation, to personalised scenario analysis based on their unique journey, SuperAnne™ helps clients to clearly map out what options they can undertake as part of the journey to achieve their goals - all without financial jargon. Members can talk or text about their financial dreams like chatting with a friend. They arrive at any advice conversation already clear on their situation.
Generic AI tools don’t understand superannuation, fund-specific logic, or the compliance boundaries financial services require. SuperAnne™ draws from a controlled knowledge layer and proprietary calculators that model personalised scenarios in real time. The AI translates those results into clear human language, it does not guess or perform the calculations itself.
Yes, SuperAnne™ is fully white-labelled to your brand, so clients experience it as part of your app, not a third-party tool.
SuperAnne™ provides guidance and modelled scenarios. When a client wants a professional opinion, the conversation connects to Bosco™, where a licensed adviser continues the same thread, with nothing re-explained.
SuperAnne™ is API-first and flexible enough to embed in your existing client or member portal, app, or webpage, or run as a standalone experience.
Every conversation, scenario and question a client has worked through in SuperAnne™ is available to an adviser the moment the client connects with one — no separate system, no re-entry.
