3 accounts · last synced 6 min ago
Net worth
$412,680.00
Up $3,240.00 this month
Spendable balance
$4,918.50
After bills & goals
To sort
2 items
Uncategorised transactions
This month's spend
$3,842.10 across 7 categories
We work with a network of professional, licensed financial advisers across New Zealand. We'll match you with the most appropriate adviser for your situation — you can expect a phone call within 24 hours.
This is a free consultation — there's no charge and no obligation.
PRD-80 — Proactive SortMe AI: page-aware help + referral nudges
This variant — mid-conversation nudge. The user opened the chat themselves and asked "Should I do anything about my mortgage right now?". SortMe AI gives a genuinely helpful answer about their situation, then gently brings in the outstanding recommendation as the same single card ("By the way — your fixed term ends in March…").
Faked vs real on build. Faked: the AI text and the submit API. Real on build: the AdvisorReferralModal fields + the shared advisor-referral pipeline, and the advice-engine approved copy. The form and confirmation flow are live in this prototype (interactive), not separate ?screen states.