These bots are designed to assist banking administration staff with the most frequent and important customer-facing processes for financial services providers

We have started with bots firstly for checking Enduring Powers of Attorney and secondly deciding when you need probate for the accounts of deceased customers.

Use our EPA Bot (for NSW, Victoria and Queensland) and our Deceased Estate Bot to review your policies and procedures.

While these bots do not provide legal advice they will help users identify relevant issues.

 

Access our Online Resources

We understand you need a cost-effective way to keep up to date with regulatory changes