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"Live Webinar on Broker Buddy" scheduled for Thursday, February 29th, at 11:30 am is over. Please get in touch at sales@digitalchameleon.ai if you need more information about our solutions.
AI-powered digital suite for advisers generating leads and revenue efficiently. Easy monthly subscription | No lock-ins | Flexible add-ons | CRM integration without coding.
Digital Fact Find Fully-customisable, interactive Digital Fact Find to simplify information gathering process with the capability to integrate with partner solutions including CRM, without any IT expertise.
Adviser Website Suite A branded digital package for financial advisers - professionally designed, SEO-optimised website in minutes, complete with AI-powered engagement tools (chatbot, calculators, appointment booking) and lead generation funnels. Launch instantly. Just $275 setup. No lock-in contracts. No separate hosting required.
Premium Suite + Profit Pal Chatbot + Fact Find $249/month ✓ Comprehensive Personalised Website (About Us Page + Additional Services Pages (Retirement Planning, Aged Care, Grannys Flat Planning, Financial Planning, Superannuation Planning, Investment Management, Estate Planning, Insurance Planning, Taxation Planning, Business Advice) ✓ Investor Interest Capture Workflow. ✓ Interactive Calculators - Budget Planner, Savings Planner, Income Tax Calculator. ✓ Comprehensive & configurable Client Fact Find (Scroll down below for more details on Fact Find). ✓ Leads captured and delivered to your inbox. ✓ AI Chatbot - Profit Pal (Scroll down below for what's inside Profit Pal). ✓ Interactive Analytics Dashboard. ✓ No-code CMS to customise website. ✓ Subscription fee includes SSL cost. ✓ Priority Australian support based in Sydney CBD.
Profit Pal Chatbot $49/month Launch instantly. Just $275 setup. No lock-in contracts. ✓ Customised Branding. ✓ Pre-trained AI chatbot giving human like responses to questions of your website visitors. Regularly trained by us. ✓ Live News feed – Updated by DigitalChameleon. ✓ Conversational Client Mini Fact Find. ✓ Investment Risk Persona Assessment. ✓ Superannuation Risk Personality Quiz. ✓ Savings Planner. ✓ Conversational Appointment Setup. ✓ Leads captured and delivered to your inbox. ✓ Local friendly team to take care of you.
ChatLink $39/month Launch instantly. Just $275 setup. No lock-in contracts. What you get: ✓ Pre-trained AI giving personalised responses with latest market trends and rate information, regularly trained by us. ✓ Referral Lead Generation. ✓ Conversational Appointment Setup. ✓ Conversational Client Mini Fact Find. ✓ Investment Risk Persona Assessment. ✓ Superannuation Risk Personality Quiz. ✓ Savings Planner. ✓ Leads captured and delivered to your inbox. ✓ Local friendly team to take care of you.
Client Fact Find $149/month Launch instantly. Just $275 setup. No lock-in contracts. Automated comprehensive Fact Find for you to create personalised SOA (Statement of Advice). ✓ Up to 25 submissions a month. ✓ Configurable with drag and drop, interactive Fact Find, with on the go personalisation. ✓ Secure document collection. ✓ Leads captured and delivered to your inbox. ✓ Seamless electronic signature. ✓ Personalised welcome emails. ✓ Interactive Analytics Dashboard. ✓ Option to integrate with your CRM. ✓ Hosted on AWS in Australia. ✓ Bank grade security and encryption in place. ✓ Local friendly team to take care of you.
" I've had plenty of disappointments working with IT providers trying to get a decent digital presence and failing. Something in the email DigitalChameleon platform sent me resonated, so I filled out the questionnaire on their website about 2 weeks ago. Today I have a website executed with my preferred branding. I love that I can make content changes myself anytime even with very basic IT knowledge. If you are looking for something that will free up your time to work while your IT and digital is completely taken care of, I recommend DigitalChameleon. It doesn’t cost an arm and a leg. Bulelwa Freer Absolute Advantage Financial
" In the past, I had spent thousands of dollars on website development, only to end up with sites that didn't meet my expectations in terms of aesthetics and security. DigitalChameleon exceeded my expectations with a stunning and secure website that also generates leads for my business. Adding-on to the was a game-changer, allowing me to automate my processes seamlessly with an Online Fact Find Chatbot, and CRM integration. My business is now more efficient and effective than ever before. Tony Harris The Money Store
" The team at DigitalChameleon were extremely helpful, knowledgeable and most of all patient when it came to assisting me with the build and feel of my brand. I am usually time poor and the ease of establishing a professional looking website quickly and efficiently was extremely important to me. This is something I can managed all by myself now without any technical help. Scott Reeves Financial Outcomes 4 You
A High-tech platform to operate efficiently
Extend and customise as your business grows
How does it work? We know you are busy... So we've made the process dead simple for you.
3 Review & Go Live Your solution will be ready for you to review and go live as soon as you complete the sign-up, and we'll email you all the details.
There's more for ambitious advisers Innovate and expand with flexible add-ons
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Ready to remove frictions and create engaging digital experiences with... Chameleon
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The Chameleon Advantage Speed without governance creates risk. Governance without speed kills innovation. Chameleon delivers both. We close the "Execution Gap" by absorbing the complexity, maintenance, and risk of delivery. This allows your organisation to stop managing technical debt and start delivering world-class customer experiences. Ready to accelerate your digital and AI execution? Join the regulated institutions already using Chameleon to launch in weeks, not months.
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Chameleon Your imagination is the only limitation.
sales@digitalchameleon.ai | Level 11/66 Clarence Street NSW 2000 | ABN 53 637 906 248