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Superannuation & Wealth

The AI assistant for super funds that explains, and never advises

Members ask how to roll over, what the fees are and which form to use, again and again. owns.ai answers from your published pages and documents, links the source, and points to your advice team when someone needs personal guidance.

  • General infonever personal advice
  • Call-backsbooked with your advice team
  • Dailyre-learning on Pro
  • Free pilotready in minutes

The problem

The cost of unanswered questions for super funds and wealth managers

01

Members ask the same handful of things

Rollovers, contributions, fees, insurance in super and early access. Your contact centre answers them all day from pages members never found.

02

General information or personal advice?

Members want to know what they should do. Every answer has to stay on the right side of that line, every single time.

03

Documents written for regulators

The PDS, fee disclosures and investment guides are accurate but dense. Members skim, get lost and pick up the phone.

04

Busy seasons swamp the team

End of financial year and annual statements bring a spike in questions your team can't staff up for overnight.

Savings calculator for super funds and wealth managers

How much could owns.ai save your fund?

The starting numbers are an illustration for super funds and wealth managers. Move the sliders to match your fund.

Your team's time

20,000
7 min
$45
40%

The members you miss

15%
0.3%
$1,500

Saved and won back each year

$663,612/ year

  • Staff time given back$504,000
  • New members from enquiries you'd miss$162,000
  • owns.ai Pro plan-$2,388
933staff hours back a month
9.0new members a month
279×what the plan costs
See it on your site - build a free pilot

An estimate from your numbers, not a promise. Staff time is valued at the hourly cost above; the plan is sized at about 3 visitor messages for each conversation owns.ai answers. See pricing

Answered in seconds, day and night

What customers ask super funds and wealth managers, over and over

owns.ai answers questions like these from your own website and the answers you add - instantly, in the customer's own language, with a link to the page it used. When your site doesn't cover something, it says so and offers the next step.

  • How do I combine my super?
  • What fees do I pay on my account?
  • How do I make an extra contribution?
  • Can I access my super early?
  • What insurance do I have through my super?
  • How do I nominate a beneficiary?
  • How do I change my investment option?
  • When will my annual statement arrive?
  • How do I claim a tax deduction on contributions?
  • What happens to my super when I retire?

The benefits

How owns.ai helps super funds and wealth managers

Information, not advice

It shares your fund's published general information and never tells a member what to do. Personal questions go to your advice team, with a call-back booked in the chat.

Fees and forms, found in seconds

Members ask in plain words and get the answer from your fee disclosure or forms page, with a link so they can check it themselves.

Advice calls booked in the chat

When a member wants to speak to someone, they pick a time and the call-back request lands with your team, with a reminder sent the day before.

Current every morning

On Pro the assistant re-learns your website daily, so updated fees, investment pages and forms are reflected soon after they're published.

Knowledge Gaps for your content team

See the member questions your site can't answer, from contribution limits to insurance changes, and fill the gaps on the pages that need it.

One knowledge base for staff

Member services staff ask the Team Assistant about procedures and product rules, drawing on Team documents the public assistant never uses.

A day with owns.ai

What happens while you're busy.

Illustration · a made-up business's day

  1. 7:30 AMRollover steps shared

    A member asks how to combine two funds before work. The assistant explains the portal steps and links the rollover form.

  2. 12:10 PMAdvice call booked

    A member nearing retirement wants to talk through options. The assistant shares your retirement page and books a call with the advice team for Thursday.

  3. 3:40 PMBeneficiary form found

    Someone searches how to nominate a beneficiary. JustAsk builds a page with the steps, the form and the source link.

  4. 9:15 PMFee question in Hindi

    A member asks about admin fees in Hindi. The assistant replies in Hindi from your fee disclosure page.

01Paste your website

Your public site is enough for a pilot.

02It learns in minutes

Every page that matters, even ones built with JavaScript.

03Go live with one line

Any website builder - or try it on a picture of your own site first.

Questions

owns.ai for super funds and wealth managers: your questions, answered.

Plans and limits are on the pricing page.

See pricing

It doesn't give advice. It shares your published general information, links the source and refers members to your advice team or the right form when they need guidance on their own situation.

Please talk to our team about your security, privacy and procurement needs. What exists now: the assistant answers only from content you approve, the widget runs only on domains you list, private documents stay out of the public assistant, and your AI app has its own access controls.

No. owns.ai never connects to member accounts or sees balances. It explains how to log in to your member portal or app, and books a call-back if someone needs help.

Yes. It learns from your website and any documents you upload, such as PDFs including scanned pages, then links the source in its answers. If a document doesn't cover a question, it says so.

Yes. Pro allows up to 10 assistants, each with its own content and branding, and Enterprise plans can include more. Talk to our team about how your brands are structured.

Enter your public website address and owns.ai builds a free pilot within minutes. Share the preview with your team, test the hard questions and see where it says it doesn't know.

See it answer from your own website today.

Build a free pilot from your public website in minutes - then talk to our team about Enterprise.