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.
Built by financial services professionals
We've spent years working inside financial advice firms. We understand suitability, compliance, client journeys, and the daily grind of adviser admin — so we build AI that actually fits how you work.
Meridian CapitalAtlas WealthPinnacle AdvisoryVantage RiskOakbridge Finance
What We Build
AI solutions designed specifically for financial advisers, wealth managers, and insurance firms.
AI Phone & WhatsApp Answering
Automated call handling and WhatsApp responses that qualify leads, book appointments, and answer client queries 24/7 — with seamless CRM integration.
AI Chatbot Installation
Custom-trained chatbots deployed on your website that understand your products, compliance requirements, and client journey — not generic FAQ bots.
Cold Lead Outreach
AI-powered prospecting that researches leads, crafts personalised outreach sequences, and follows up automatically — so your team focuses on closing, not chasing.
Report Writing & Compliance Checking
AI reviews and drafts reports against your firm's templates and regulatory standards. Catches errors, flags gaps, and raises documentation quality across the board.
File Completeness Audits
Automated scans of client files against your compliance checklist. Instantly identifies missing documents, expired certifications, and incomplete records before regulators do.
KYC & AML Automation
AI-powered client onboarding that extracts and verifies ID documents, runs sanctions and PEP checks, and flags inconsistencies — cutting onboarding time from days to minutes.
Client Meeting Summarisation
Record advisor-client meetings and auto-generate compliant suitability notes, action items, and follow-up tasks. Saves hours of admin per advisor per week.
Regulatory Change Monitoring
AI scans FCA, SEC, and ESMA updates daily, flags what's relevant to your firm, and drafts policy update recommendations — so you're never caught off guard.
Auto Social Posting
AI generates and schedules compliant social media content that positions your firm as a thought leader — consistent posting without the content bottleneck.
Website Design & Rebuild
Modern, conversion-optimised websites built for financial services. Fast, compliant, mobile-first — designed to build trust and generate leads from day one.
Email Triage & Response Drafting
AI reads inbound client emails, classifies urgency, and drafts compliant responses for advisor review. An inbox copilot, not a chatbot.
Internal Knowledge Base
Staff ask questions in plain English and get instant answers from your compliance manual, procedures, and policies. Reduces senior staff bottleneck and speeds up onboarding.
One Partner, Not Ten Subscriptions
Most AI tools solve one problem and charge you monthly for it. We build your entire AI capability — front office to back office — as one integrated solution.
Capability
Typical AI Tools
FINSERAI
Meeting summarisation
Suitability reports
Compliance checking
Knowledge base Q&A
AI phone answering
WhatsApp automation
Website chatbot
Cold lead outreach
Social media content
CRM with AI insights
File completeness audits
KYC/AML automation
Bespoke to your workflows
Integrates with your stack
Limited
Typical cost
Per tool, per user, per month
One tailored quote for everything
Live Demos
See It In Action
Don't just take our word for it. Try 6 live AI demos built for financial services — chatbot, voice agent, CRM, social posting, outreach, and meeting summariser.
Try the DemosFrequently Asked Questions
We need something bespoke — can you build custom solutions?
Absolutely. Every firm we work with gets a tailored solution. We start with a discovery session to understand your workflows, tech stack, and pain points, then build AI tools that fit your specific processes. Nothing off-the-shelf — everything is configured and trained on your data, your documents, and your way of working.
Can you integrate with our existing CRM and back-office systems?
Yes. We integrate with all major platforms used in financial services — Salesforce, Intelliflo, CashCalc, FE Analytics, Xplan, Microsoft 365, and more. If your system has an API, we can connect to it. If it doesn't, we'll find a workaround. Our goal is to enhance what you already use, not replace it.
How do you handle data security and GDPR?
Data security is non-negotiable. All client data is processed within secure, UK/EU-hosted infrastructure — nothing is stored or used for model training. Our AI runs on isolated, enterprise-grade environments with full encryption in transit and at rest. We can provide a full data processing agreement and are happy to work with your compliance team to satisfy any due diligence requirements.
What does the onboarding process look like?
We keep it simple. After an initial consultation, we scope the project and agree deliverables. Most single-service implementations are live within 2-4 weeks. We handle all the technical setup, train your team, and provide ongoing support. You don't need any technical expertise on your side.
What if AI gives incorrect information to our clients?
We build guardrails into every solution. AI outputs are designed for human review before reaching clients — your advisers and compliance team always have the final say. We also implement FCA-compliant disclaimers, risk warnings, and audit trails so every AI interaction is traceable and accountable.
How are you different from generic AI tools like ChatGPT?
Generic AI tools know nothing about your firm, your clients, or financial services regulation. Our solutions are trained on your specific data, built with FCA compliance baked in, and integrated into your actual workflows. The difference is between a general-purpose tool and a purpose-built system that understands your business.
Get a Custom Quote
Every firm is different. Tell us what you need and we'll put together a tailored proposal within 24 hours.
Ready to see what AI can do for your firm?