Hi, I am MoloChat! I am Hennie's assistant and will be talking to you about Molo. I will answer your questions and might ask you to clarify in return. You can start the conversation in any South African language. Type your own question or select any of the pre-configured questions below.
- Equipped with a Masters of Commerce from the University of Johannesburg
- I bring over two decades of hands-on experience in Financial Services. I don't just look at data; I believe the best solutions always start with people. My method is simple: I observe
- engage
- and genuinely interact with my teams and stakeholders to dig deep and understand what's really going on. This collaborative
- human-first approach is why I consistently deliver a real impact
- known for implementing practical
- effective solutions that don't just look good on paper—they deliver measurable results and truly move the business forward.
hennie@molo.page
Phone
0718607703
Website
https://molo.page/molopage
https://za.linkedin.com/in/hennieslabbert
Hennie Slabbert
06 Jun 2025
Free up time for high-value client interactions
In the competitive world of financial advice, clients expect personalised service, not just paperwork. Yet, many South African advisers spend hours on admin: filling in forms, processing claims, and chasing compliance documents. The Molo Practice Assistant automates these repetitive tasks, giving you back precious hours to focus on what truly grows your business: building trust and deepening client relationships.
The hidden cost of manual admin
A 2023 survey by the Financial Planning Institute of Southern Africa (FPI) found that advisers spend up to 40% of their workweek on non-revenue-generating tasks. That’s two full days lost to:
- Claim submissions (car, home, disability)
- Annual financial review prep
- Health and risk questionnaires
- Compliance and FSCA documentation
Every minute spent on these tasks is a minute not spent advising a client, prospecting, or refining investment strategies.
How automation unlocks more advisory time
The Molo Practice Assistant handles the grind so you don’t have to. For example:
- Car insurance claims tool → Clients submit details via a simple portal; AI compiles the claim and sends it to insurers.
- Annual review automation → Syncs with client portfolios, flagging changes and pre-filling review templates.
- Health questionnaire assistant → Guides clients through digital forms, checking for inconsistencies.
The ripple effect: Better relationships, stronger retention
South African clients value accessibility and personal touch. When you’re not buried in paperwork, you can:
✔ Host more check-in calls (not just annual reviews)
✔ Proactively suggest tax or investment optimisations
✔ Respond faster to emergencies (e.g., retrenchment, medical claims)
This builds loyalty—clients are 3x more likely to refer others when they feel well-served (SA Retail Bond Survey, 2024).
Action step: Audit your week
Track your time for 3 days. If >30% goes to admin, the Molo Practice Assistant tools can help you reclaim your calendar.
