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Moneta: Strengthening KiwiSaver advice with digital tools from OMNIMax

Friday 27th of February 2026

They wanted a solution that not only supported regulatory requirements but also made advisers’ work more streamlined and helped create more engaging conversations with clients. After reviewing the market, Moneta chose OMNIMax’s KiwiSaver Online Fact Find and KiwiSaver Adviser Tool - options that supported both efficiency and an improved client experience.

The challenge: Mak...
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Latest Comments
Fidelity Life offers premium relief to customers affected by flooding
Stay in touch with your Clients and Prospective Clients, not by email, not by text Pick up the phone and meet them for a coffee, or a wine…
3 weeks ago AlBean
Fidelity Life offers premium relief to customers affected by flooding
Longitude68 is right that AI is reshaping wealth advice fast - it's already widespread offshore, even if not yet here, and our industry will need to catch up quickly to deliver more deliberate, efficient client solutions. That said, most clients I encounter - largely Silent Generation and Boomers - will keep paying a relationship premium, within reason, to continue with a trusted advisor. Technology's real impact will be displacing advisers built around a single product or philosophy, which will be exposed as the commodities they are.
3 weeks ago Pragmatic
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you will never give or receive a warm handshake from AI when you are seeing a client for a terminal illness claim, and you both know you will never see each other again. AI can not look a widow in the eye and tell her it will take care of things, and it will be OK.
4 weeks ago Aggressively_passive
Fidelity Life offers premium relief to customers affected by flooding
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