Financial Services
NZ Financial Firms Now Automating Onboarding & Compliance End-to-End

Less paperwork.
More clients.

Client onboarding, compliance documentation, renewal follow-ups, weekly reporting - Stride AI builds custom AI for financial services NZ - financial advisers, mortgage brokers, accountants and insurance firms that handle the admin load, so your team focuses on the work that only they can do.

Book a Free Discovery Call →
Privacy Act 2020
You own everything
Fixed-price. Always.
Live in 2-4 weeks
NZ-based team
Sound familiar?

You built a great firm.
The admin is dragging you down.

Every financial services firm reaches the same ceiling. The high-value work your advisers trained for gets crowded out by onboarding paperwork, compliance checklists, renewal chasing, and manual reporting. That is not where their expertise belongs.

📋
Client onboarding done by hand - forms, ID verification, document chasing, CRM setup
Every new client triggers a chain of manual steps that takes days and varies by who's doing it. An onboarding agent handles the entire sequence without a person in the loop - consistent every time.
⚠️
Compliance documentation eating entire afternoons
Disclosure statements, audit trails, regulatory checklists - non-negotiable, but almost entirely rule-based. Your most experienced people spend hours on documentation that follows the same process every single time.
📅
Renewals and annual reviews falling through the cracks
Policy renewals that slipped, review invitations that went out late, lapsed clients nobody had capacity to re-engage. When the team is at capacity, high-value touchpoints get missed - and that costs revenue and relationships.
📊
Weekly reporting assembled by hand, every single week
Someone on your team pulls together the pipeline report, client activity summary, and management dashboard by hand - same format, same data sources, same hours, week after week. This is exactly the work AI was built for.

NZ financial services firms lose 35-45% of adviser time to admin that AI can handle.
That is time that should be spent with clients, building relationships, and growing your book.

The Offer

Here's exactly what your
firm gets.

Everything included in your fixed-price AI project - built for financial services workflows. No hidden costs. No ongoing platform fees to us. No lock-in.

01
Financial Services Workflow Audit & Automation Roadmap
We map your actual onboarding, compliance, renewal, and reporting workflows - not a generic template. We identify your highest-value automation opportunities and build a prioritised roadmap before a dollar changes hands.
Included Free
02
Client Onboarding Automation - New Clients Without the Manual Work
A custom AI agent that handles the full onboarding sequence - document requests, KYC prompts, outstanding item chasers, CRM updates, and welcome communications. The adviser receives a completed, ready-to-engage client file. Consistent every time, regardless of who is on duty.
Core Deliverable
03
Compliance Workflow Agent - Documentation Without the Manual Hours
Disclosure statements, regulatory checklists, audit trail entries - generated and filed automatically at the right point in each client interaction. Your compliance obligations are met and documented without anyone maintaining them manually.
Included
04
Renewal & Review Management - Nothing Falls Through the Cracks
Policy renewal reminders at 90, 60, and 30 days. Annual review invitations sent on schedule. Lapsed client re-engagement sequences that run automatically. High-value client touchpoints happen on time, every time - without anyone remembering to trigger them.
Included
05
Full Code & Infrastructure Handover
We connect your AI agents to your CRM, practice management system, and document platform. Everything we build belongs to your firm - code, configuration, infrastructure. No recurring fees payable to Stride AI. Ever.
You Own It
06
30-Day Post-Launch Support
We stay close after your firm's AI goes live. As your team adapts and edge cases emerge, we tune. No extra charge for 30 days - because we want it working properly, not just deployed.
Bonus
Everything above. One project. One fixed price.
Agreed before we start. Not an estimate.
Starting from
Free Call
Scoped quote within 48 hours · No obligation
Client Results

Real businesses. Real outcomes.

We don't publish case studies that could be anyone's. These are actual clients who said yes to a free call.

★★★★★

"Our sales team used to spend three hours a day on follow-ups. Stride's AI agent handles it automatically now. We're converting more leads and my team actually finishes work on time."

A
Auckland 4WDS
Auckland Dealership
★★★★★

"We used to quote every job manually - phone calls back and forth, always losing work to whoever responded first. Stride built us a quoting automation that handles it end to end. Quotes go out in seconds now and we're winning more jobs because of it."

S
Sayed
Instant Car Removals
★★★★★

"The AI-powered solution Stride built transformed how we run operations. Everything is fully automated and our clients love how seamless the process is."

M
Mohammed Hussain
Operations Automation
80%
Repetitive tasks automated
2-4wks
From call to live AI
24/7
Always working, never sick
100%
You own everything
Zero Risk

We don't win
unless you win.

You advise your clients to make well-informed decisions. We operate the same way. Every project is scoped, priced, and committed to in writing before any work begins - and before a dollar changes hands.

We start with a free 30-minute call - no pitch until we understand your firm's workflows and regulatory obligations. Fixed price, not an estimate. NZ-based team. Privacy Act 2020 compliant. NZ data residency available.

Our Straight-Up Commitments

Before any project starts, you'll know exactly what we're building, what it costs, and when it's done. In writing.

Fixed price agreed before we start - zero scope creep surprises
You own all code, configuration, and infrastructure from day one
NZ-based team. Privacy Act 2020 compliant. NZ data residency available
If the discovery call doesn't convince you, you walk away with honest advice and nothing owed
The Process

From conversation to live AI.
In weeks, not months.

No endless discovery. No 80-slide decks. A focused process that gets your financial services automation live fast.

01
Free · 30 min
Discovery Call
We listen. You walk us through your onboarding, compliance, renewal, and reporting workflows. No pitch - just an honest conversation about where automation saves your firm the most time.
02
48 hour turnaround
Audit & Fixed Quote
We map your workflows and identify your highest-value automation opportunities. Clear proposal. Fixed price. Defined scope. No surprises.
03
2-4 weeks typically
Build & Integrate
We build your custom AI agents and connect them to your CRM, practice management system, and document platform. Privacy Act 2020 compliant from day one. Real systems experience - not developers learning on your project.
04
You own everything
Launch & Handover
We deploy live, walk your team through everything, and hand over full ownership. Code, configuration, infrastructure - all yours. With 30 days of support included.

Only 5 new projects taken on each month.

Jaikar and Ketan personally lead every project - so we're selective about what we take on. If you're considering automating your firm's workflows, book the call now. The conversation is free. The spot won't wait.

Spots available this month
June
2 spots left · 3 of 5 filled this month
Book Your Free Call

30 minutes.
Zero obligation.

You'll leave the call knowing exactly where AI can give your advisers their time back - even if you decide not to work with us.

What happens when you book?

Jaikar or Ketan will personally get in touch - usually within a few hours. No scripts, no junior sales reps.

Jaikar or Ketan personally respond - usually within hours
No sales script. We listen first, ask questions, then advise honestly
If AI isn't the right solution for your firm, we'll tell you that too
Fixed-price quote within 48 hours if we're a fit
AI running in your firm in 2-4 weeks
J
K
Jaikar & Ketan
Co-Founders · Reply within one business day
Prefer to call?
+64 21 106 8658
Tell us about your firm

Fill in the form and we'll get back to you within one business day - usually much sooner.

🔒 Your details are kept private and never shared.

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