Keep the context together.
Give the next person the client history and relevant work, without rebuilding the story.
BUILT FOR AUSTRALIAN FINANCIAL ADVICE FIRMS
A clearer picture.
A connected practice.
Your command centre.
Bunya brings client relationships, advice workflows and reviews into one Command Centre—with AI working alongside your team.
Built around your firm. In your Microsoft environment.
BUNYA COMMAND CENTRE Example data
Clients & relationshipsAdvice & reviewsPractice visibility
ONE CONNECTED CORE Client work + AI + conversations + marketing
Already at work in
Australian advice firms
THE WORK BETWEEN THE SYSTEMS ADDS UP.
Your people should carry the relationship.
Not all the administration around it.
Turn preparation into progress.
Use connected information and AI skills to prepare drafts and proposed actions for review.
Make it your way of working.
Shape workflows and access around your team, in your firm’s Microsoft environment.
MEET COMMAND CENTRE
See the work.
Know the next step.
Command Centre is Bunya’s core product. Bring the client record, the work and the next action into the same view.
01 / COMMAND CENTRE
Start with what needs your attention.
Bring active work, upcoming meetings and client context into view. Open the record behind the next action.
Explore Command Centre ↗Actual demo interface · example dataTHE CORE. AND EVERYTHING CONNECTED TO IT.
More than another tool.
A system around your firm.
Command Centre sits at the heart. Connect the conversations, capabilities and Microsoft tools that support the work.
Command CentreAI layerYour client context. Your firm’s workflows.
IT Self Support Portal
SharePoint
Microsoft Teams
Microsoft Apps
SkillsWorkflowsEXTEND YOUR REACH
One idea.
A complete campaign.
Broadcast HQ connects campaign creation, review and supported publishing.
Explore Broadcast HQ ↗
KEEP THE CONVERSATION CONNECTED
The call ends.
The context stays.
Bunya Voice connects supported calls and meetings to client work and follow-up.
Explore Bunya Voice ↗BUILT AROUND YOU
Your environment.
Your way of working.
Built around your firm.
Bunya is delivered in your firm’s Microsoft environment. Shape the workflows and roles around the way your team operates.
Your agreement defines the components, rights and handover. Microsoft licences, usage and ongoing services remain part of the cost picture.
Understand the model ↗CONFIDENCE IN THE MOVE
Build it together.
Put it to work.
Agree the Blueprint.
Define the workflows, connections, responsibilities and costs before the build.
Test the real work.
Prove representative scenarios and the migration approach with your people.
Learn and apply.
Use client video tutorials, practical tasks and agreed support to make the move.
YOUR NEXT CHAPTER STARTS WITH ONE WORKFLOW.
See what Bunya could
bring together.
Explore Command Centre with example data, or talk through your priorities.