FREQUENTLY ASKED QUESTIONS

What is this for?

iA Financial Group has undertaken a major shift to digital technologies and wants to position itself as a technological leader in the insurance and financial services industry. The primary objective of the digital solutions the company is developing is to better serve clients by offering them a multitude of ways to communicate with it, thus responding to the preferences and profile of each client.

The iA Virtual Assistant allows clients to contact the company verbally or in writing, natural ways of communicating, which helps people feel closer to and supported by the company.

The iA Virtual Assistant is still new. It is continuously learning what it needs to know about our operations to serve you better.

Of course! The iA Virtual Assistant can help you run RRSP simulations.

How does it work?

The iA Virtual Assistant will ask you to log in only if you want information about your iA Financial Group products. For example, if you wanted to know the balance of your RRSP, or the status of your recent group insurance claim, the iA Virtual Assistant would ask you to log into your account.

When the information you’ve requested requires access to your iA Financial Group account, the iA Virtual Assistant will ask you to log in.

It’s easy! You just need to follow the instructions from the iA Virtual Assistant to link your Google account to your iA Financial Group account. You can link them using:

The first page you’ll be taken to will have the terms and conditions and the description of the link between your Google and iA Financial Group accounts. If you click on “Continue,” you’ll be directed to a page where you can enter your access code and password for My Client Space to link your accounts. Click on "Sign in to Link", to get information from the iA Virtual Assistant about your iA Financial Group products.

You don’t need to unlink your accounts at the end of each session with the iA Virtual Assistant. That way, you won’t have to log in every time you want to ask questions about your iA Financial Group products.

However, if you want to unlink your accounts, follow these steps:

  1. Go to the Google Assistant app and search for “iA Financial Group”. You can also go to the iA Virtual Assistant page.
  2. Go to the “Details” screen.
  3. Click on the “Unlink” button.

First, access Google Assistant on your phone or tablet, then follow these steps:

  1. Click on the appropriate icon to open the keyboard.
  2. Using your device’s keyboard, type "Talk to iA Financial Group".
  3. You can then chat with the iA Virtual Assistant.

If you don’t have Google Assistant, download it from the App Store or Google Play.

At any time, you can interrupt the conversation by saying: “Do something else.”

Is it secure?

The strict security measures iA Financial Group has put in place to guarantee the confidentiality of your personal information apply when you use the iA Virtual Assistant.

The information we can save can only be used for statistical purposes and to improve the iA Virtual Assistant.

Read the iA Virtual Assistant terms of use to learn more.

Problems?

The iA Virtual Assistant is still learning. Every day it’s learning more and more, please be patient!

Our artificial intelligence specialists do quality control every day to observe the problems experienced by users. They will make the necessary corrections to give you an enjoyable experience.

First, check to see if you have activated your phone’s and the Google Assistant geolocation setting.

If you use Google Home, you must configure Voice Match to allow the iA Virtual Assistant to use your personal information, like your current location.

Because these features are configured differently based on the type of device, we recommend that you consult the instructions provided on your provider’s website.

If the device you are using and Google Assistant are not configured in the same language, Google Assistant may not detect the language you are using during your conversation and may change languages unexpectedly.

To avoid this, we advise you to set the same language on both your device and Google Assistant.