AI for Financial Services
We build, install, and manage AI solutions for financial advisers, wealth managers, and insurance firms — so you can focus on your clients.
So much more than ChatGPT for advisers
Generic AI knows nothing about your firm, your clients, or FCA rules. FINSERAI is purpose-built for financial services — trained on your data, integrated into your back office, with compliance guardrails and human review on every output. Try the live demos →
Builds into the tools you already use
IntellifloXplanCashCalcSalesforceMicrosoft 365Dynamic PlannerVoyantFE fundinfoIntellifloXplanCashCalcSalesforceMicrosoft 365Dynamic PlannerVoyantFE fundinfoIntellifloXplanCashCalcSalesforceMicrosoft 365Dynamic PlannerVoyantFE fundinfo
AW
"We spent years inside financial advice firms watching advisers drown in admin. We built FINSERAI because we knew exactly which workflows AI could fix — and which ones it shouldn't touch."
Andrew Ward, Founder — 15+ years in financial services
Free 20-minute call that could save your firm thousands
We map your workflows, show you where AI saves the most time, and give you a clear plan. No obligation.
We map how your firm works. Then we automate it.
Every system is built into the tools you already run. Your team keeps every decision.
60-minute meeting → compliant file notes in 28 seconds
Without FINSERAI
Advisers spend 90 minutes after every meeting writing up notes, action items, and suitability records
With FINSERAI
AI listens to the meeting, extracts every detail, and generates FCA-ready file notes before the client has left the building
87% of AI-using advisers start with meeting notes (Source: intelliflo Advice Efficiency Survey 2026)
Compliance checking that never sleeps
Without FINSERAI
Manual report reviews, missed regulatory updates, and the constant fear of a gap the FCA will find first
With FINSERAI
AI checks every report against FCA rules, flags suitability issues, and monitors regulatory changes daily — before your compliance officer has finished their coffee
Source: internal testing across 200+ sample reports
Every call answered. Every lead qualified. 24/7.
Without FINSERAI
Missed calls go to voicemail. Prospects hang up. Your team plays phone tag for days
With FINSERAI
AI answers every call in natural conversation, qualifies the lead, books the appointment, and sends you the summary — even at 2am on a Sunday
Zero missed calls. Zero missed opportunities
Personalised outreach at scale — without the cringe
Without FINSERAI
Hours researching prospects on LinkedIn, writing emails that sound like everyone else, following up manually
With FINSERAI
AI researches the prospect, crafts a 5-step personalised sequence across LinkedIn and email, and follows up automatically — all FCA and GDPR compliant
Full outreach sequence generated in under 30 seconds
We also build
AI chatbot for your websiteWhatsApp automationSuitability report draftingFile completeness auditsKYC & AML automationFCA-compliant social postingEmail triage & response draftingInternal knowledge baseWebsite design & rebuildRegulatory change monitoring
1 of 10 live demos — try it now
Voice Dictation & Meeting Notes. 28 Seconds.
Dictate your meeting notes by voice, paste a transcript, or upload a recording — AI extracts structured FCA-compliant file notes with key points, financials, action items, and compliance flags.
Tap a transcript to see AI summarise it
Tap a transcript above
Choose Pension, IHT, or Business Succession. AI will extract key information, action items, and compliance notes in seconds.
Three steps. No technical expertise needed.
Day 1
1
We map your workflows
20-minute call. We look at how work moves through your firm — where time disappears, where errors creep in, where AI fits. You get a clear picture of what is possible.
Weeks 1-3
2
We build into your tools
We scope exactly what to build, configure it on your data and templates, and integrate with your existing systems. You review everything before it goes live.
Week 4+
3
You see results immediately
We train your team, launch, and provide ongoing support. Most clients see measurable time savings from week one. We handle all the tech — you focus on clients.
28s
meeting → file notes
90%
less time on compliance admin
3 weeks
from audit call to live system
10
live demos you can try right now
One partner. Not ten subscriptions.
Most AI tools solve one problem and charge you per user per month. We build your entire AI capability as one integrated solution.
Capability
Typical AI tools
FINSERAI
Meeting summarisation
Suitability reports
Compliance checking
AI call handling
Website chatbot
Cold lead outreach
Social media content
CRM with AI insights
KYC/AML automation
Bespoke to your workflows
Full stack integration
Limited
Typical cost
Per tool, per user, per month
One price. Agreed upfront.
Transparent Pricing
One price for your firm. Not per user.
Most AI tools charge per user per month. A 5-adviser firm on typical platforms pays £25,000+ per year. We charge one flat price for your entire practice — agreed upfront before any work starts.
Single Tool
From £297/mo
One AI capability for your firm
- Meeting notes, chatbot, or call handler
- Unlimited users — whole firm
- Setup, training & support included
Full Suite
From £697/mo
Multiple AI tools, one price
- 3+ AI capabilities bundled
- Back office integrations
- Priority support & quarterly reviews
Enterprise
Custom
For networks & larger firms
- Full AI transformation
- Dedicated account manager
- SLA & custom integrations
No per-user fees. No long-term contracts. Cancel anytime. Compare that to £429/user/month elsewhere.
10 Live Demos
Do not take our word for it. Try it.
AI chatbot, call handler, CRM, social posting, outreach, and meeting summariser — built for financial services, running on real data.
Try the DemosSecurity & Compliance
Built for regulated firms. Not bolted on.
Your compliance team should be sceptical of AI. Here is how we pass their due diligence.
GDPR Compliant
ICO registered (ZC244000). Full data processing agreements. Data minimisation by default.
Human in the Loop
Every AI output is reviewed by a human before it reaches a client. No exceptions. Full audit trail on every interaction.
Data Never Trains AI
Your client data is encrypted in transit and at rest. It is never used to train AI models. Ever. We put this in writing.
UK-Based Team
We are based in the UK. Your data is processed in the UK/EU. We answer to UK regulators and UK law.
Questions we get asked
We tried AI before and it did not work. Why would this be different?
Most firms try generic AI tools that know nothing about financial services. They hallucinate, ignore compliance, and create more work than they save. We build systems specifically for your workflows, trained on your data, with FCA guardrails baked in. And we do not launch until it works — you test everything before it goes live.
Our compliance team will never approve this.
Good — they should be sceptical. We work with your compliance team directly. All AI outputs go through human review before reaching clients. We provide full audit trails, data processing agreements, and we run on isolated UK-hosted infrastructure where nothing is used for model training. We have built this to pass due diligence.
Is my client data safe?
Yes. We are ICO registered (ZC244000) and fully GDPR compliant. Client data is encrypted in transit and at rest, processed in the UK/EU, and never used to train AI models. We sign a Data Processing Agreement before any work begins. Your data stays yours.
What if the AI makes a mistake?
It will sometimes. That is why every AI output goes through human review before it reaches a client. The system includes confidence scoring — if the AI is not sure, it says so and flags it for your team. We also provide source citations so you can verify every answer.
Will it actually integrate with Intelliflo / Xplan / our back office?
Yes. We integrate with Intelliflo, Xplan, CashCalc, FE fundinfo, Dynamic Planner, Voyant, Salesforce, and Microsoft 365. If your system has an API, we connect to it. If it does not, we find a workaround.
How is this different from ChatGPT or Copilot?
ChatGPT is a general-purpose tool that knows nothing about your firm, your products, or FCA requirements. It hallucinates, has no guardrails, and cannot access your back office. FINSERAI is built specifically for financial services — trained on your data, integrated into your tools, with compliance controls baked in.
Do we need any technical skills?
None. We handle everything — setup, integration, configuration, training, and ongoing support. If you can use email and answer a phone, you can use our tools. Your team gets a 30-minute training session and ongoing support.
How long before we see results?
Most single-service implementations are live within 2-3 weeks. Meeting summarisation — the fastest win — typically saves 90 minutes per adviser per meeting from day one. We handle all the setup, training, and support.
What does it cost?
Single tools start from £297/month for your entire firm — not per user. Full suites from £697/month. One clear price agreed upfront before any work starts. No per-user fees, no surprise invoices, no long-term contracts. Compare that to £429/user/month elsewhere.
What if you disappear and we are stuck with something we cannot maintain?
You keep everything. All documentation, all configurations, all access credentials. Nothing is locked behind our platform. If you wanted to walk away tomorrow, you could. We stay because the systems keep delivering value, not because you are trapped.
Can I try it before committing?
Yes. We have 10 live demos at finser-ai.co.uk/demo that you can try right now — including a voice note taker, AI chatbot, compliance checker, and meeting summariser. All running on real AI, not mockups.
Do clients know they are interacting with AI?
That depends on the tool. For client-facing chatbots, we recommend transparency — clients appreciate honest disclosure. For internal tools like meeting summarisation or compliance checking, the AI works behind the scenes and your team reviews everything before it goes out.
What about the Consumer Duty?
The Consumer Duty requires firms to act in customers' best interests. Well-implemented AI supports this — it gives consistent, accurate information, flags vulnerability indicators, and ensures nothing reaches a client without human review. We build Consumer Duty considerations into every tool.
Can you build something custom that is not in your demos?
Yes. The demos show our core capabilities, but every implementation is customised to your firm. If you have a specific workflow or integration need, we scope it during the audit call and give you a clear plan.
How do you handle ongoing support and updates?
All plans include ongoing support, monitoring, and updates. We proactively check that systems are performing well, update knowledge bases when your products or processes change, and are available for questions. You are never left to figure it out alone.
20 minutes. No obligation. No sales pitch.
We map your workflows, show you where AI fits, and give you a plan you can take away — whether you work with us or not.
20 minutes. We map your workflows and show you what is possible.