ClientConnection
Not a cold lead. A conversation already started.
The client receives something useful first. You then see the same story with fuller context, so the first adviser conversation can begin from a better place.
Product introduction
See how an opportunity becomes a prepared conversation.
Watch the short overview, then see how ClientConnection turns a client enquiry into a better prepared adviser conversation.
What is ClientConnection?
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A better starting point
Client value first. Adviser context second.
ClientConnection is designed to move a person from a cold enquiry to a more informed, useful conversation.
The client shares context
The client supplies meaningful information about their current position and what they want to explore.
They receive an indicative review
The client sees a useful, clearly framed review that helps them understand why a conversation may be worthwhile.
The adviser continues the story
The adviser sees the same client view with supporting context and a practical starting point for follow-up.
What the client receives
An indicative review the client can actually use
Illustrative example only. Every figure shown is indicative modelling, not financial advice or an offer of finance.
What the adviser sees
The same review, with the adviser context around it
Illustrative example only. The adviser view shows the opportunity, the figures behind it and exactly what the client saw.
One conversation, two views
See what the client saw — then see the adviser context
The customer view and adviser view come from the same saved review, creating a shared source of truth for the conversation.
- Consumer contact details and consented contact information
- Mortgage, lending requirement and property information
- The client's stated objective, preferred region and timing
- Indicative calculations already shown to the client
- Communication history and AI call summary where available
- Transcript link, suggested discussion areas and next actions where available
Prepared opportunity flow
More than a name and number
Each step adds useful context before the adviser conversation begins.
Consumer interaction
Assessment
Mortgage information
Communication
Prepared opportunity
Adviser conversation
Adviser control
Focus on the conversations that fit your business
Set preferences around the work you want to consider, review the available context and decide what deserves your attention.
Choose your focus
Use practical preferences such as region, opportunity type and mortgage range.
Review the fit
Understand the likely conversation before deciding whether it suits your business.
Follow through
Use activity history and prompts to agree next steps and keep the conversation moving.
All modelling is indicative and must be confirmed with the client. ClientConnection supports the conversation; it does not replace adviser judgement or regulated advice.
Pricing
ClientConnection pricing
ClientConnection is paid separately and is not included in NZMAI Membership.
ClientConnection pricing is set by ClientConnection. Register at clientconnection.io to see current pricing.
Your clients remain your clients.
If someone comes through your website link, email link, QR code, calculator page, database campaign or nominated referral partner, that opportunity belongs to you. It is not placed into the general ClientConnection marketplace.
Your traffic. Your database. Your client.
Part of the NZMAI adviser growth ecosystem