Clarity AI Partners · Auckland, NZ
Buried in admin? Andrea saved $60,000 a year.
We find what's draining your time. Then we automate it.
Past work · FSAL
We saved FSAL the cost of a full-time hire.
FSAL is a financial advice firm in Auckland running mortgages, insurance, KiwiSaver and financial planning since 1996. Before working with us, their admin team was manually handling client review reminders, meeting notes, bank statement analysis, and marketing images — every one of those repeating, every week, across multiple staff.
We built and deployed automations covering mortgage refix reminders, insurance and KiwiSaver review emails, a meeting notetaker app, a bank statement analyser, and a branded image generator. All plugged into their existing CRM and inbox. No new platforms for the team to learn.
Result, year one
saved per year. One fewer staff member. Less mental load across the team.
Headcount
One fewer staff member required
Team load
Less mental load across the team
Systems
Existing CRM and inbox, no new platforms
Financial Services Auckland Limited (FSAL) — Licensed Financial Advice Provider, est. 1996
In the client's words
“Highly recommend — especially for Financial Advice Providers.”
Clarity AI Partners has introduced a number of automations into our business. We now employ one less staff member and this has saved the business approximately $60,000 per annum.
You don't know what you don't know. We had no idea that we could automate processes by having the automations talk to both our CRM system and our emails. Most businesses would benefit from a review of their workflow processes by Ben.
He was friendly, professional and thorough. He had great attention to detail and a problem-solving approach. He was always very fast to respond to any enquiries or questions we had.
Highly recommend this service to other businesses and especially other Financial Advice Providers like ourselves.
Andrea Beuvink
Director, FSAL — Licensed Financial Advice Provider, est. 1996
See what that could look like for your business.
How it works
Four steps, no surprises in between.
We find what's draining your time
A free 30-minute call. You walk us through your business. We listen, ask questions, and pinpoint the one place where time is leaking the most. No pitch, no slide deck.
We design the build
After the call, we go away and design the build: what we'd create, what it replaces, and what it saves you. We bring it back as a clear plan with a fixed price, so you decide with everything in front of you.
We build the AI system
Custom for your business. Plugs into the tools you already use: your CRM, your inbox, your existing workflow. Tested with you before it goes live.
We train you to run it
Before we hand over, we make sure you and your team know exactly how to use it. You own the code, the workflow, and the saving. No platform fees, no vendor lock-in.
About
Direct work with Ben Bruce.
Ben Bruce
Founder · Auckland, NZ
Clarity AI Partners is an Auckland-based agency building AI automations for small and mid-sized financial services businesses across New Zealand.
The agency is led by founder Ben Bruce. His background is in Finance and Applied Mathematics from the University of Auckland. Most recently he's been an AI developer at BlackBull Markets, a New Zealand forex and CFD trading firm, where he's built internal AI tools including a customer support agent used by the operations team, a back-end knowledge base accessed by their AI agents, an operations meeting summariser, and a review analysis pipeline drafted into summaries for management.
Clarity AI Partners exists to bring that work to small financial services business owners directly. People running real businesses with real admin loads. Ben started the agency because most small businesses are running manual workflows that AI can replace cleanly. The focus is education first. Clients understand the tools and workflows they're operating, so they keep the edge after handover.
Ben will work with you personally on every build, leaving you with full ownership of the final product and continual support thereafter.
Connect on LinkedInCommon questions
Anything else worth asking.
What if I'm not sure where AI fits in my business?
You don't need to know. The first call is simple: you walk me through how your business runs and where the time goes. I listen, ask questions, and work out where the real bottlenecks are. Spotting where AI can help is the part I handle.
Do you work with businesses outside Auckland?
Yes. Clarity AI Partners is Auckland-based, but the work is done remotely. Calls happen over video, builds plug into the systems you already use, and handover and training run the same whether you're in Auckland, Wellington, or Invercargill.
Why work with you instead of a bigger consultancy or off-the-shelf AI tools?
Off-the-shelf tools like Zapier or Copilot are built for everyone, so they fit no one exactly. They get you most of the way, then leave you maintaining the gap. A bigger consultancy puts an account manager between you and whoever actually builds the thing. You work with me directly. I build the system around how your business runs, train your team to use it, and hand you the code at the end.
What if I want to change something after handover?
Every build comes with ongoing support from me. If something needs adjusting, extending, or fixing later, I'm there for it, whatever the size of the change. You also own the code outright, so you're never locked to a single provider.
Get in touch
Book a free discovery call.
Thirty minutes. You walk me through how your business runs, I ask questions, and we work out whether there's something worth building. No pitch, no obligation. If it's not a fit, I'll tell you.