One System. Everything Simplified.
Purpose-built for Lending, Insurance, Wealth, and Banking. Replace legacy aggregators with an AI-driven powerhouse that puts you in control.
40%
Time Saved
100%
Data Visibility
14
Days to Go-Live
Product verticals
Lending · Insurance · Wealth · Banking
The Integration Hub
Open APIs and connectors so SmartOne fits alongside the tools you already use, without forcing a rip-and-replace.
Works With What You Already Use
Connect the systems your team already relies on, property data, open banking, reporting, compliance, insurance research, and documents, without ripping out your existing stack.
Built by industry experts for the industry
Entity relationships
TrueView Architecture
See the complete picture, individuals, trusts, companies, SMSFs, and family units in one relational graph. Real-time net worth across all entities. Click a node to explore connections.
Pre-Built Templates & Workflows
Purpose-built templates for lending pipelines, insurance renewals, and wealth reviews. No configuration, just start working.
Reports, Dashboards & Insights
Dashboards that matter from day one. Pipeline reports, renewal alerts, FUM tracking, and compliance snapshots ready to go.
AI Built for Financial Services
Purpose-built intelligence that delivers value from day one
Purpose-Built, Not Generic
Trained on financial services workflows, not generic chatbot responses. Understands lending, insurance, and wealth contexts.
Value From Day One
No months of training or configuration. Start seeing results immediately with pre-configured use cases.
Removes Tool Fatigue
One AI that handles documents, meetings, follow-ups, and compliance. Stop switching between multiple tools.
Consistent Responses
Same quality output every time. No variability, no guesswork, no retraining.
Works Autonomously
Processes documents overnight. Drafts follow-ups before you arrive. Monitors renewals while you sleep.
Documents Processing
Auto-Generated Tasks
Built for Your Industry
Purpose-built modules for Lending, Insurance, Wealth, and Banking. One platform, four powerful engines.
Mortgage Pipeline Mastery
From Inquiry to Settlement. Automated status updates for conditions, valuations, and approvals. Real-time serviceability checks across lender matrices.
Condition Tracking
Lender Comparison
Bank A
5.89%
Bank B
6.14%
Bank C
6.29%