Fivespark Reviews & Product Details

Fivespark is the world's first AI-native CRM for financial advisers, built by advisers, for advisers, in New Zealand. Meet Ada, your built-in AI assistant: she creates leads, does fact finding for you, preps meetings, drafts follow-ups and builds dashboards and a lot more from a simple chat. Plus in-built AI meeting summaries that auto-populate applications, fact finds, e-signatures, bank connections, UMI calculators, a client portal, email campaigns and a shared AI inbox where you can collaborate with your colleagues, all in one place. SOC 2 and GDPR compliant, hosted in New Zealand, and your data is never used to train AI.