By implementing advanced AI solutions and digital advice models, DASH is breaking down barriers to professional financial advice, providing a streamlined, cost-effective way for more Australians, particularly those with lower balances, to access personalised financial advice. This is a significant step in addressing the “advice gap,” where many Australians are underserved in financial planning due to cost and complexity barriers.

“With AI, we’re transforming how financial advice is delivered and ensuring that every Australian has the opportunity to prepare for their retirement, regardless of their financial situation,” said Chief Technology Officer Jim Lim. “This award underscores our commitment to using technology for social good, and we’re excited about the positive impact our solutions are making for Australians striving to retire with dignity and peace of mind.”

Currently there are five key areas where AI is uplifting the advice process: new business, client sentiment monitoring, advice preparation, administration, and advice delivery.

Lim continues, “We are seeing measurable outcomes with our advisers with cases of client onboarding and advice preparation being cut down to one third of the time, as well as higher client conversion and satisfaction. This results in increased capacity for advisers to take on new clients and advise them efficiently.”

Through an integrated advice model, DASH empowers superannuation funds, financial advisers, and other advice providers to reach previously underserved clients, offering tailored advice journeys that align with their needs and long-term goals. This scalable approach enables a personalised yet simplified experience, fostering financial literacy and confidence as clients work towards their retirement aspirations.

DASH remains dedicated to pioneering solutions that bridge accessibility gaps and enhance the lives of Australians. Winning the award is a testament to the company’s drive to create a sustainable and client-centred future, where every Australian has the tools they need to have a financially secure future.

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Jim Lim has joined the business from Sincidium where he was Co-founder & CTO. Prior to this, Lim has held various leadership roles in product management, engineering and architecture, including roles at Litera Microsystems and DocsCorp. Additionally, Lim has extensive experience in technical due diligence via Grovitec, further enhancing his strategic and technical expertise.

DASH CEO, Andrew Whelan, says “This role is a critical position within our business, and we have been quite particular with our appointment of Jim. His background and enthusiasm are what we require as a business to continue on our current product roadmap, most importantly our integration of software and platform.”

Lim will accelerate the DASH development roadmap, enabling faster releases that align with client requirements.

Lim explains “I am customer-centric when it comes to product management and development, ensuring that clients and end-users receive value and that we deliver on company objectives.”

“DASH has a specific strategy that I am excited to be a part of – delivering such a significant integration of financial planning software and investment platform is going to be a game-changer for the industry.”

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