Research report
AI, Advice and Confidence to Act
New research from Borromean Consulting and Otivo explores how Australians use conversational AI for financial advice, and what real conversations with Ask Otivo reveal about the future of super funds, advice and member engagement.
No fee was paid by either party. Otivo provided anonymised conversation data and access to its team, and Borromean Consulting and Otivo wrote the case study together. The analysis and conclusions in AI, Advice and Confidence to Act are Borromean's own.
AI, Advice and Confidence to Act
Borromean Consulting's independent perspective on what conversational AI means for super funds and financial advice.
How members use conversational AI for financial help and advice
A case study co-authored by Borromean Consulting and Otivo, based on real member conversations.