AI concierge for finance businesses
How accountants, planners and lenders use an AI concierge to triage enquiries and book meetings while keeping regulated financial advice with licensed people.
What can a finance AI concierge safely do?
A finance AI concierge can explain your services, collect contact details and the type of help needed, share general educational content and book a meeting. It must not give personal financial product advice or credit recommendations. Firms in Sydney, NSW and Australia should align its scripts with ASIC advertising guidance and their licence conditions.
General information versus advice
Explaining what a self-managed super fund is counts as general information. Telling someone they should set one up is advice. Script the boundary clearly.
Collect less, not more
Do not ask for tax file numbers, account numbers or full financial statements in chat. Book a secure meeting instead.
Record keeping
Store transcripts in line with your record keeping and privacy obligations.
Frequently asked questions
Can it quote interest rates?
Only published rates with the required comparison rate and conditions.
Is it suitable for accountants?
Yes, for intake and booking, not for tax advice.
Who is responsible for what it says?
Your business, so review scripts regularly.