How It Works

• Seamless integration
  The digital coach is embedded directly in the moneyGPS platform, so clients can ask questions while reviewing theirMoney Check-Up, Retirement Check-Up, SoAs, or SMSF reports.
• Interactive, conversational guidance
  The AI interprets each user’s data and objectives, then provides step-by-step suggestions in plain English (or plain numbers).
• Continuous motivation
  Built-in behavioural prompts keep clients on track, celebrating milestones and encouraging next steps such as completing questionnaires, SoAs and encouraging them to take ‘next steps’.
• Human backup on demand
  When personal advice is required, the system triages the enquiry to a salaried GPS Coach or your own adviser/referral partner, ensuring compliant, personalised service.

Why This Partnership Works

• CallD.AI’s regulatory depth ensures every interaction aligns with Australia’s strict financial-services framework.
• moneyGPS’s advice engine translates data into actionable insights, closing the gap between assessment and implementation.
• Your practice gains a tireless digital team member that enhances client engagement, scales support and frees your advisers or accounting operational staff for high-value work.

3 Key Benefits for End-User Clients

• Confidence Without Confusion: Clients gain clarity and reassurance with plain-English explanations of financial concepts, replacing jargon with confidence in their decision-making.
• Personalised Progress, On Demand: Whether it’s 9am or 9pm, the digital coach is there, supporting and nudging users to take action, reinforcing good behaviours, and adapting to evolving goals and life events.
• Expertise + Empathy at Scale: By blending qualified AI with seamless access to real human coaches, clients enjoy a tailored, trust-driven experience — feeling supported and understood every step of the way.

Launching Soon

The moneyGPS Digital Coach launches soon for all moneyGPS clients, bringing intelligent, always-on financial guidance to every device and helping firms deliver a truly hybrid advice experience.

Ready to see it in action?
Stay tuned for our live demonstration dates or contact our moneyGPS Concierge today on 1300 24 24 42, to discuss this further.