Advisers gather nationwide to explore changing landscape
NZ Financial Services Group (NZFSG) has wrapped up its Accelerate Roadshows, held across the country last week. The events brought together advisers, partners, and industry leaders to explore the evolving landscape of advice, technology, and client connection.
AI takes centre stage in advice delivery
A major theme was the increasing role of artificial intelligence (AI) in financial services.
Sessions showed how advisers can harness AI-powered tools – such as Gemini, launched to the Loan Market network last week – to streamline workflows and save time, while preserving the human connection and trust clients value most.
The group also stressed the importance of using secure, paid subscriptions to safeguard sensitive client data.
MyCRM enhancements and AI intelligence preview
Attendees were given an update on the latest enhancements to NZFSG’s MyCRM platform, along with a preview of MyCRM Intelligence – a suite of AI-driven tools in development aimed at boosting efficiency, strengthening compliance, and improving client experiences.
Guest speakers share industry insights
Guest speaker Taran Wiseman of Cotality discussed how agentic AI is transforming mortgage advice.
“By combining real-time intelligence with human insight, we’re creating a future where advisers can focus more on relationships and less on routine,” Wiseman said. “It’s about smarter timing, sharper decisions, and a more confident experience for every client.”
Trecia Brown, NZFSG’s head of customer outcomes, reflected on the impact of recent policy changes, posing the question: “Are clients better off?”
Brown said that while the answer is still evolving, greater transparency is building consumer trust, with clients benefiting from stronger protections and clearer information. At the same time, advice businesses are experiencing improved processes, enhanced compliance, and better record-keeping.
Closing the series, NZFSG CEO Baden Martin (pictured) acknowledged the challenges advisers face and emphasised the purpose of the roadshows.
“We know this is a busy and challenging time for advisers, so we’re especially grateful to everyone who joined us to connect, share perspectives, and learn more about the support we’re building,” Martin said. “These events are a chance not only to showcase innovation but also to reaffirm our commitment to helping advisers deliver outstanding client experiences.”
The roadshows follow Loan Market’s announcement that Christchurch will host Australasia’s largest aggregator conference in 2026, underscoring the sector’s growth and intensifying competition between aggregators.
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