Our Work

  Born from a desire to deliver results

Setting a new industry benchmark: UFS Core & Internet Banking migration from Temenos T24 to Infosys Finacle in a record under 5 months vs 18+ months industry norms Led by CEO Ritesh acting as the Transition Lead, for complete Core & Internet Banking big-bang migration, the Chameleon platform automated complex project tasks and played a pivotal role for the accelerated implementation timeline. Customer Self-Registration for Authenticated Credentials Migration : Ensured smooth customer transition form the legacy to the new system by identifying customers securely and re-registering them for the new system. This was achieved using Chameleon's visual studio for designing the journey, experience and integration with Temenos and Finacle systems. Agentic AI-Agents for Testing: Automated test-cases creation and validation across Core & Internet Banking, reducing the test cyle timelines while improving the quality of the system. Agentic AI-Agents for Data Mapping and Reconciliation: AI agents helped mapping the data between the two systems and reconciling the data between the two systems. The automation of the tasks through AI agents saved time and improved accuracy. Generative AI powered chatbots: One for internal teams providing Finacle support and another for customers to guide them through the new business banking interface. The result: a fast, intelligent, and low-friction migration powered end-to-end by AI and automation.

Praemium: AI-powered CRM integrated with core system Praemium, a Top 5 wrap platform in Australia, sought to empower advisers to manage expanding client portfolios, rising compliance complexity, and new revenue pathways, without increasing operational friction. In partnership with Chameleon, Praemium embedded an AI-powered CRM dashboard directly into its core platform, transforming the adviser interface into an intelligent command centre. The AI-driven dashboard delivers: Real-time, predictive insights that surface risks, opportunities, and next-best actions A fully configurable, role-based interface tailored to adviser, support, and compliance functions Unified visibility across cross-sell opportunities, client servicing, and regulatory obligations An executive-level agentic AI bot provides a continuous, high-level synthesis of CRM activity: monitoring trends, highlighting material movements, and advising on what matters most across growth, client engagement, and compliance. The result is a high-performance advisory environment where insight drives action, governance is embedded by design, and scalable growth is underpinned by intelligent infrastructure.

Loan Market: Boosted conversions by 50% with Chameleon’s AI-powered lead funnels across 6,000+ brokers Loan Market, the largest mortgage aggregator across Australia and New Zealand, representing more than 6,000 brokers, has partnered with Chameleon to design and deploy an AI-powered lead funnel and digitally integrated client engagement ecosystem across its network. The initiative transforms lead management into an intelligent, scalable system. AI-driven lead capture, qualification, and automated CRM integration enable faster response times, higher conversion rates, and full-funnel visibility for leadership. Real-time analytics provide actionable insights to optimise broker performance at scale. Through the DigitalChameleon mobile app, brokers deliver personalised, proactive updates throughout the mortgage journey, enhancing client experience, satisfaction, and retention. For brokers, it means more qualified opportunities with less admin. For Loan Market, it establishes a data-led, AI-enabled growth engine designed to drive performance, scalability, and long-term enterprise value.

Intelliflo - Distribution via UK’s largest adviser CRM (presence in US & AU) Intelliflo — the UK’s largest adviser CRM, with expanding operations in the US and Australia, provides a powerful distribution channel for scalable, AI-enabled advice delivery. Chameleon’s interactive, AI-powered fact find is embedded directly within Intelliflo’s workflow. Advisers complete fact-finds natively inside the CRM, with real-time synchronisation eliminating duplication and manual re-keying. The guided digital experience captures higher-quality client data at the source, reducing incomplete submissions and accelerating advice readiness. This structured data foundation enables automated Statement of Advice (SoA) generation, transforming a traditionally time-intensive compliance process into a streamlined, intelligence-driven workflow. For Intelliflo, the partnership delivers modern, configurable client-facing capability without internal build complexity, increasing adviser adoption and platform stickiness. For advisers, the impact is clear: lower administrative overhead, faster advice delivery, improved accuracy, and a fully digitised experience embedded within their core operating system.

Institute of Financial Professionals Australia: Operating a National Awards Platform Without IT Institute of Financial Professionals Australia (IFPA), a 100+ year-old not-for-profit association representing more than 35,000 members, delivered the 2024 and 2025 Australian Financial Industry Awards entirely on the Chameleon Platform - without an internal IT team. For two consecutive years, Chameleon powered the full lifecycle of the national awards program, including: Campaign websites and high-conversion landing pages End-to-end nomination collection and workflow management Ticket sales with fully integrated Stripe payments Automated confirmations, invoicing, and participant communications Real-time updates from finalist announcements through to award winners Consolidating the entire program within a single AI-enabled enterprise platform allowed IFPA to move faster, reduce operational complexity, and maintain full strategic control - from first nomination to award night. Critically, the awards were executed exclusively by IFPA’s marketing team, with no developers, IT support, or third-party tools. The result: a digitally sovereign, self-directed operating model that transformed a complex national event into a streamlined, scalable, and repeatable growth engine.

Insurance Market: Uplifting Digital Presence and Marketing for Advisers and Adviser Groups with Chameleon Insurance Market: Uplifting Digital Presence and Marketing Game for Adviser Groups with Chameleon.  Insurance Market NZ, a sister concern of Loan Market (The largest mortgage aggregator in Australia and New Zealand with 6000+ brokers), has adopted the Chameleon platform to transform their operations. By reselling Chameleon to their insurance advisers, they've enhanced lead generation and streamlined their processes. The platform empowers Insurance Market NZ’s business and marketing teams to efficiently manage adviser interactions and presence. This integration reduces their dependence on third-party services and IT teams, enabling more direct control over their adviser network and marketing efforts.

Uniting Financial Services: Commercial Banking on the Chameleon Platform Uniting Financial Services utilises the Chameleon platform to deliver a superior client experience through its website and digital interactions. The Chameleon platform has empowered their business team and marketing teams to engage with their clients better providing up to date information including fund performance, unit price without relying on third party services and IT team.

Oasis Insurance: Leveraging Chameleon's AI-powered Referral and Adviser Onboarding Solution Oasis Insurance leverages the Chameleon platform to implement a bespoke AI-powered Adviser onboarding solution for efficient onboarding and driving membership growth. 
They also leverage the platform for referrals, lead generation, client requirements and strengthening their client networks. The Oasis advisers also use the Chameleon lead generation tools on their website and campaigns to originate leads.


AI Financial: Agentic AI-powered Financial Ecosystem on Chameleon AI Financial leverages the Chameleon platform to deliver an integrated, AI-powered ecosystem spanning lending, financial advice, accounting, and buyer’s agent services. At the core is agentic AI - autonomous, goal-driven digital agents that proactively analyse client data, surface insights, trigger next-best actions, and coordinate workflows across service lines. Rather than simply responding to inputs, the system continuously works on behalf of advisers and clients to progress outcomes in real time. By embedding Chameleon’s intelligent infrastructure, AI Financial delivers timely, accurate, and highly personalised guidance at scale, increasing efficiency, improving client engagement, and creating a seamless, end-to-end financial experience.

Diversifi: Leveraging Chameleon's AI-powered Broker Onboarding  Diversifi one the largest sub-aggreagtors in WA leverages the Chameleon platform to provide industry leading experience to onboard new brokers and generate leads for them. They leverage AI to engage brokers through various campaigns explaining them the unique model and support they have for them and provide frictionless experience to onboard automating the process. They also leverage AI to engage customers generating high quality leads and distribute them fairly to their brokers giving all equal opportunity to succeed and grow,

Nest Egg Loans (NEL): Revolutionising Home Loans with Chameleon Platform Nest Egg Loans is Australia's first lender to get approval to provide up to 100% LVR home loan for residential properties. NEL uses the Chameleon platform for their entire digital offerings to their customers including complex calculations for their products and providing a unique NEL score to the borrower assessing their income, expenses, asset liabilities, profession, demographics and onboarding them with a completely automated process that includes KYC and Credit Checks. NEL leverages the Chameleon platform to onboard investors of different categories with a completely automated process for KYC, KYB, AML and PEP checks. This innovative approach to digital lending enhances the overall customer experience and sets NEL apart from traditional lenders.


NDIS Provider Heartfelt Minds: Enhancing Accessibility for Members with Our Chameleon Platform Heartfelt Minds, an NDIS provider in Australia, has integrated our digital platform to elevate accessibility for its members. By leveraging the platform, Heartfelt Minds enhances service delivery and digital engagement with clients. The platform allows Heartfelt Minds to deliver tailored digital solutions that address the specific needs of their members. This integration streamlines their operations and boosts accessibility, providing more effective and personalised support for its members.

WillEasy: Streamlining Estate Planning for Advisers and Clients Did you know: Estate planning is a crucial legal process for efficient wealth transfer, yet advisers often find it challenging to broach the subject with their clients. WillEasy changes this dynamic by streamlining the process for both advisers and clients. Through a straightforward 10-question self-evaluation, clients can identify their estate planning needs, leading to the generation of a comprehensive scope and quote, including legal fees. Once clients opt to proceed, an intuitive fact-finding process gathers all necessary details to generate the required legal documentation seamlessly.  Operating entirely on the Chameleon Platform, WillEasy automates the entire process, providing advisers with a hassle-free experience and delivering exceptional service to clients.

Goulburn Murray Credit Union (GMCU): Empowering Visitors with Digital Calculators GMCU enhances its website's functionality by integrating DigitalChameleon calculators, allowing visitors to perform self-calculations for their financing needs, serviceability, and taxes. DigitalChameleon's interactive Home Loan Key Facts sheet provides information including comparison rate of their home loan products in a government regulated format. This empowers visitors to make informed financial decisions.

LinkEasy: Facilitating Referral Generation with a Mobile App LinkEasy partnered with Chameleon to create a mobile app to streamline referral generation for advisers, accountants, and brokers. By providing curated, relevant information to clients, the app enhances engagement and encourages referrals, creating a multiplier effect for businesses. With LinkEasy, professionals can easily generate referrals from both partners and customers, strengthening their client networks.

Society of Australian Sexologists: Leveraging AI for Membership Growth The Society of Australian Sexologists leverages the Chameleon platform to implement a bespoke chatbot solution, driving membership growth. By providing AI-generated responses to prospective members, the society enhances engagement and fosters a seamless onboarding experience. This innovative approach demonstrates the versatility of the Chameleon platform in catering to diverse industries and leveraging AI technologies effectively.

Bijety Goldens: Digitising Pet Adoption with Chameleon Platform Bijety Goldens, a Golden Retriever breeder, transforms its pet adoption process with the Chameleon platform. By creating an intuitive digital journey to collect necessary information from potential families, Bijety Goldens saves time for both themselves and prospective owners. This streamlined approach ensures a thorough evaluation process and helps match puppies with suitable families effectively.

The Chameleon Advantage Speed without governance creates risk. Governance without speed kills innovation. Chameleon delivers both. We close the "Execution Gap" by absorbing the complexity, maintenance, and risk of delivery. This allows your organisation to stop managing technical debt and start delivering world-class customer experiences. Ready to accelerate your digital and AI execution? Join the regulated institutions already using Chameleon to launch in weeks, not months.

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  sales@digitalchameleon.ai | Level 11/66 Clarence Street NSW 2000 | ABN 53 637 906 248