AI that gives sales agents, financial services their time back, not another dashboard.
Every sales agents, financial services team we've worked with has a different definition of "broken".
By the numbers
Canada's overall AI usage sits at 4.37x its expected level, with Singapore leading at 5.53x.
Adoption is already well ahead of the curve, and the edge goes to whoever turns it into a concrete workflow first.
0.07% of all Claude.ai conversations map to this kind of work (Anthropic Economic Index, March 2026).
What changes for sales agents, financial services week to week
Sales Agents, Financial Services sits within Sales & Retail, one of the sectors we build production AI for.
- Answer product, stock and pricing questions
- Respond to every enquiry instantly
- Draft quotes and follow-ups
- Qualify and route new leads
Definitely not a typical AI agency.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
0.07% of all Claude.ai conversations map to this kind of work (Anthropic Economic Index, March 2026) For Sales Agents, Financial Services, that almost always shows up as fewer interruptions and a calmer week, not a dashboard chart. Kiwi Dynamics
How Kiwi Dynamics works
We find the one workflow costing Sales Agents, Financial Services the most hours, ship a working slice into production in weeks, prove it pays for itself, then harden it and hand it over.
Small crew or big organisation, the busywork is the same :)
Quotes with GST, consent paperwork, LBP records and health and safety logs: the admin every New Zealand trade business carries.
*Illustrative example based on nine hours a week of admin. Actual results vary by workflow and business.
Good questions, answered
Do you do hourly billing or fixed price?
Fixed price for the pilot, every time. After that it's your call - fixed price per milestone or a small monthly retainer for ongoing iteration. We don't run open-ended T&M because it disincentivises us from finishing.
What's a typical engagement length for Sales Agents, Financial Services?
Six to twelve weeks for the build, then a short managed-services month while the system goes from "shipped" to "owned by your team". After that you keep us on retainer if you want, or take it from there yourself.
Can you work with our existing systems?
Yes. The default AI stack we reach for is Answer product, stock and pricing questions, Respond to every enquiry instantly, Draft quotes and follow-ups, Qualify and route new leads, but we'll bend it around whatever you already run - Xero, HubSpot, Shopify, Cin7, your own in-house apps. The discovery week maps every data source before any build starts.
What happens when the Holidays Act is replaced?
The Employment Leave Act 2026 replaces it on 6 August 2028. Until then payroll follows the current Holidays Act, so leave calculations need to handle today's rules and the changeover.
Can AI help with payday filing?
It can prepare it. Employers file employment information every payday, within 2 working days when filing electronically, and automation can have it ready for a person to check.
Let's chat
StartContact us
Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.
Was this helpful?
Thanks, your comment is with our team.