iA Financial Group has launched a new method to help its clients with their financial and insurance needs.
The new iA Virtual Assistant allows clients to contact the company with any issues that they may have. It can also calculate how much investors should contribute to their RRSP and estimate the amount saved when they retire. The assistant can also locate nearby healthcare providers that meet the eligibility criteria of group plan members’ employers.
iA’s Virtual Assistant can be accessed via Google Assistant on any smartphone or tablet. Alternatively, users can also access the assistant through Google Home devices, using the command “OK Google. Talk to iA Financial Group.”
“Thanks to our artificial intelligence-powered platform, the iA Virtual Assistant learns quickly. Our vision is to make the iA Virtual Assistant able to provide personalized information to group plan members that is adapted to their profile,” said iA Financial senior vice-president of group benefits, group savings and retirement Martin Bélanger.
“The Virtual Assistant will be able to guide plan members in evaluating the options available at the various stages of their lives. It could even help them change certain unhealthy lifestyles by encouraging them to act now. Our desire is to change the paradigm by moving from a curative approach to a preventive approach.”
“As a complement to the work done by advisors on the ground, the iA Virtual Assistant is a source of useful information to help clients make the best choices for their financial wellbeing and that of their family,” added iA Financial executive vice-president of individual insurance, savings, and retirement Renée Laflamme.
Laflamme noted that the iA Virtual Assistant is smart enough to support users during important points in their lives. For instance, users who are new parents might receive notices from the assistant reminding them of the importance of reviewing their insurance coverage, or enumerating the advantages of contributing to a registered education savings plan for the child, or even suggesting the services of a financial advisor.