David Kane

As Anthropic expands into the Australian and New Zealand markets, leading Asia-Pacific data and AI consultancy V2 AI has built an enterprise-grade, intelligent AI solution, leveraging Anthropic’s Claude, that revolutionises how financial advisers engage with Allianz Retire+.

As a key Anthropic implementation partner, V2 AI is supporting a range of Australian enterprises across highly regulated industries to rapidly adopt Claude models to deliver unmatched speed, security, and scalable AI value.

The Allianz Retire+ Adviser Digital Assistant, or Ada, leverages Claude via AWS Bedrock, selected for its reasoning performance and assurance capability in regulated environments. The conversational tool transforms how financial advisers, paraplanners, and the financial services community engage with the Allianz Retire+ retirement income solution, Allianz Guaranteed Income for Life (AGILE).

From complexity to confident advice, accelerating the sales cycle

Understanding and comparing retirement solutions is time-intensive. Ada delivers contextual education precisely when and where it’s needed. It makes complex retirement income concepts more accessible, enabling self-paced exploration and empowering advisers to deliver better retirement outcomes.

David Kane, Chief Executive Officer, Allianz Retire+, said the AI assistant provides a user-centric experience built on enterprise-grade tooling with robust guardrails to ensure the highest standards of quality and accuracy.

“We’ve listened to advisers and recognised that for them to effectively solve for their clients’ retirement needs, they first need a frictionless way to master the tools at their disposal. Ada allows advisers to ask questions and receive robust answers within seconds, freeing up their time to focus on building better retirements for their clients.”

Anthropic expanding AI possibilities for Australian enterprises

Craig Howe, Founder and CEO of V2 AI, said that Anthropic presents an immense opportunity for Australian enterprises, with many V2 clients already experiencing the business benefits.

“Partnering with Anthropic at this pivotal moment allows us to bring world-class trusted AI capabilities to Australian organisations like Allianz and deliver significant business outcomes,” said Howe.

V2 AI’s experience spans the full Anthropic ecosystem, including Claude via AWS Bedrock, Claude Code, the Claude API platform and enterprise-wide adoption through Claude Teams.

In the energy sector, V2 AI is building grid-optimisation agents, automated customer billing optimisation, and anomaly detection systems to improve infrastructure resilience, customer experience, and safety. For the government, V2 is delivering agentic-based mainframe modernisation and regulatory knowledge assistants to transform public administration and improve service delivery.

These industry blueprints are designed to be repeatable, enabling rapid scale across enterprises in the region.

Scaling enterprise AI with confidence, speed, and control

V2’s experience, coupled with Anthropic’s technology capabilities, demonstrates how enterprise AI can propel businesses in regulated environments like financial services when compliance, legal, risk, product, and leadership come together. When organisational readiness meets clear AI strategy, governance and technical delivery, measurable value flows across the entire chain, from insurer to intermediary to customer.

Scaling Claude-based solutions demands a disciplined approach to responsible AI, where robust AI safety and assurance guardrails, such as evaluation with hallucination detection, human-in-the-loop escalation and regulator-ready audit trails are embedded from the outset.

V2 AI enables this through its proprietary Enterprise Velocity System, which combines AI technology with the governance, operating rhythm and delivery structures required to run an Intelligent Enterprise.

“Through our partnership with Anthropic, we aim to continue harnessing Claude to deliver consistent, high-quality solutions that help our customers not just adopt AI faster, but grow faster as a result. We believe this will establish a new standard for trusted, responsible and outcome-driven AI, supporting businesses across Australia and the broader APAC region to achieve significant business outcomes,” concluded Howe.

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Ada significantly reduces the adviser and paraplanner learning curve and product analysis process.

Allianz Retire+ launched a market leading Al powered assistant to transform how advisers engage with its retirement income solution, Allianz Guaranteed Income for Life (AGILE), empowering them to deliver better retirements for their clients.

What advisers have told us is that retirement solutions can sometimes be complex and time consuming to understand and compare. To bridge the gap in product awareness and make technical details more accessible, we have partnered with V2 Al, a leading data and Al consultancy, to create a market first in building an Al tool for financial advisers, paraplanners and the financial services community.

The Adviser Digital Assistant, or Ada, is an interactive, conversational Al tool designed to help understand AGILE in a simple, engaging, and intuitive way. Moving away from time consuming and dense documentation by creating a space where advisers can build knowledge on their own terms was our goal. Ada significantly reduces the adviser and paraplanner learning curve and product analysis process, delivering contextual education precisely when and where it’s needed, shifting adviser enablement from static learning to dynamic, embedded support.

Importantly, Ada is built on enterprise-grade tooling with robust guardrails to ensure the highest standards of quality and accuracy.

David Kane, Chief Executive Officer, Allianz Retire+, said: “Ada adds another market leading differentiator to our AGILE product.

“We’ve listened to advisers and recognised that for them to effectively solve for their clients’ retirement needs, they first need a frictionless way to master the tools at their disposal. Ada will allow advisers to ask questions and receive robust answers within seconds, freeing up their time to focus on building better retirements for their clients.”

“We appreciate the important compliance obligations associated with providing financial advice and have developed Ada with these in mind. Leveraging Amazon Bedrock, Ada is built on enterprise-grade tooling with robust guardrails to maximise accuracy and quality.”

Craig Howe, Chief Executive Officer, V2 Al, said: “Through our partnership, we have developed an enterprise-grade intelligent, Al-led solution that revolutionises how Financial Advisers engage with Allianz Retire+. Built as an AWS-native Al capability, Ada leverages the power of Anthropic Claude via AWS Bedrock, ensuring robust data security, seamless functionality, a user-centric experience,
and full control over its roadmap.”

The retirement income market is becoming increasingly relevant for Australians, however the complexity of traditional documentation and supporting materials can create uncertainty. Ada addresses a critical gap in the market by offering a dynamic experience to make complex retirement income concepts more accessible for advisers and their clients.

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