Allianz Retire+ launches AI digital assistant for advisers.

Allianz Retire+ has launched an AI assistant to improve product accessibility among advisers.

·         Market leading interactive, conversational AI tool to support advisers in understanding AGILE in a simple, engaging and intuitive way.

·         Developed in partnership with leading data and AI consultancy V2 AI, leveraging Amazon Bedrock platform.

·         Responds to adviser feedback that efficient learning was needed to build understanding and confidence.

Sydney, Australia (16 March 2026): Allianz Retire+ today launched a market leading AI 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 AI, a leading data and AI consultancy, to create a market first in building an AI tool for financial advisers, paraplanners and the financial services community. 

The Adviser Digital Assistant, or Ada, is an interactive, conversational AI 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 AI, said: “Through our partnership, we have developed an enterprise-grade intelligent, AI-led solution that revolutionizes how Financial Advisers engage with Allianz Retire+. Built as an AWS-native AI 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.

Allianz Retire+ has a unique understanding of adviser needs and the ability to meet those needs with practical solutions, having previously announced upgrades to AGILE to deliver lower fees and earlier access to lifetime income.

Ada is an adviser‑only tool. Financial advisers can access Ada here.