Who it's for

Every institution faces the same gap. Between the client who has a question and the advisor who can answer it.

The ratio of advisors to clients makes personalised, compliant engagement impossible at scale. Clients turn to generic AI instead. Nextvestment closes that gap — across banks, brokerages, wealth platforms, and independent advisors. One problem. Four contexts.

Banks and private banks

Your RMs can’t be everywhere. Your AI can.

1:150

One RM. 150 clients. The questions that fall through the cracks are the ones that matter.

Brokerages

Self-directed clients don’t stay self-directed forever.

11%

Monthly conversion from AI conversation to trade execution. Proven in production.

Wealth platforms and super funds

Millions of members. One conversation at a time.

1:5,000

Typical advisor-to-member ratio. Personalised engagement at that scale requires a fundamentally different approach.

Independent advisors

Compete on relationship. Not on technology.

40%

Of advisor time spent on compliance and documentation rather than client conversations.

What changes

One platform. Every conversation.

Nextvestment sits between your clients and your advisors — handling the first response, capturing intent signals, and surfacing the conversations worth having to the right person at the right moment. The deployment looks different for each institution. The architecture is the same.

Clients get personalised, compliant responses grounded in their actual data — instantly, at any hour

Intent signals — retirement, life events, risk — are captured and routed to the right advisor automatically

RMs receive a brief before every conversation: what the client asked, what the AI surfaced, what the next step is

How it starts

Start small. See results. Then decide.

A defined cohort, a clear problem, a measurable outcome. Results are visible within six weeks.

Start a conversation

6 wks

From kickoff to pilot results. No long-term commitment required until you’ve validated the outcomes.

Re-platforming required. Nextvestment integrates with your existing stack without disruption.