Get More Out of Broker Buddy – Ask the Expert

Get more from Broker Buddy, your virtual Financial Broker assistance which has been devised to help you work smarter and access resources with ease.

Broker Buddy is a secure, members-only chatbot designed to assist Financial Brokers quickly find references, support, and guidance through the Financial Broker website. Broker Buddy acts as a virtual assistant for Financial Brokers, streamlining access to information and improving members user experience on the Financial Broker platform.

How Broker Buddy Helps Financial Brokers

• On-Demand Support: provides instant answers to common Broker queries and navigation help within the members’ portal.
• Instant Resource Access: Helps Brokers quickly locates tools, documents, and updates (e.g., submissions; technical guides; business development resources).
• Personalised Interaction: Available only to logged-in Financial Brokers, ensuring tailored responses and privacy.
• Secure Integration: Built on a bespoke platform with enhanced security and user interaction.

Some Sample Questions You Can Ask Broker Buddy

• Please compare PRSA’s with Retail Master trusts and the pros and cons for clients?
• Please summarise the Fair Deal scheme.
• Summarise tax and accountancy considerations if selling my company?
• Provide a summary of pros and cons on setting up as a sole trader vs limited company?
• Provide a business strategy for growing a financial brokerage?

The Bot makes it easier than ever to access information quickly – helping you save time, stay up to date, and make the most of the Financial Broker resources. Broker Buddy is now live on your Financial Broker members’ area! Tap into this smart assistant and make finding resources faster and easier.