Boosting NZHL’s adviser productivity with Snowflake and AI
Deloitte New Zealand and Snowflake helped NZHL (New Zealand Home Loans) cut preparation time for its annual client review process by 80% and boost adviser productivity with AI.
NZHL (New Zealand Home Loans) is a purpose-driven network of home loan and insurance advisers that helps over 50,000 Kiwis collectively save millions in interest each year. The organisation brought in Deloitte and our Snowflake alliance to transform its annual client review process, a key stage where advisers assess each customer’s financial position and update plans to keep them on track toward financial freedom.
Previously slowed by manual data gathering and report preparation, the process for NZHL advisers now operates much faster thanks to generative AI and a secure data foundation (essential technology and data processes) built on Snowflake’s AI Data Cloud.
Snowflake is a platform that powers the AI Data Cloud, a global network enabling organisations to unify data, share governed information, and run advanced analytics and AI workloads seamlessly across multiple public clouds. Deloitte is in strategic alliances with the world’s leading technology companies, like Snowflake, to help organisations modernise technology and unlock the full value of their data with minimal disruption.
Deloitte partner, Kylie Bryant, explains, “The success of this project for NZHL highlights an opportunity for AI‑enabled advisers to drive better financial outcomes for New Zealanders across financial services. AI automation like this could be used at an industry level across banking, insurance, and wealth advisory services.”
Discover how this innovation is reshaping financial advice. Download the full NZHL case study to explore the solution, outcomes, and what’s next for NZHL’s AI journey.
