Pure Retirement have released the following update (see below for details). Full product details from Pure Retirement are available here. Contact our team to discuss any cases or criteria in detail across their full range.
Pure Retirement Launches AI Criteria Chatbot for Advisers
Pure Retirement has launched an AI-powered criteria chatbot designed to help advisers quickly answer queries about lending policy. The new tool, called Lenny, will allow advisers to get support with cases and determining their clients’ eligibility 24 hours a day.
- Get to the right lending criteria answers faster
- Ask follow-up questions in a natural, chat-style conversation
- Download the information as a PDF, for audit trails
Registered advisers can log into Pure’s adviser portal to chat with Lenny.
Head of Distribution, Scott Burman, says:
“Being able to offer new ways for advisers to receive quick responses to criteria queries 24/7, underlines our commitment to supporting all the market, all the time in best serving clients and helping them to achieve their financial goals in later life.”
The new chatbot exists alongside Pure’s Intermediary Sales support team, who are on hand to help.