AI automation for financial advisors who want 10+ hours a week back.

AI powered tools can transcribe client meetings and generate follow-up summaries automatically, so the meeting notes land in the client file before the client has left the car park. AI agents can reduce meeting documentation time from 45 minutes to 5 to 10 minutes, extracting data like income, assets, attitude to risk and capacity for loss straight into the fact find. Larger wealth management firms already run this AI powered approach at scale.

Before the next meeting, the same system builds pre meeting briefs from client records, previous meeting summaries and open actions, so nobody asks a question that’s already on file. AI generated summaries write back into Intelliflo Office, Xplan, Curo or Plannr, which keeps client management in one place and takes manual data entry out of the process.

AI can draft suitability reports from the meeting transcript, the fact find and your firm’s templates, leaving the adviser to review rather than write from scratch. AdvisoryAI reports 95% accuracy in generating customised reports, and says firms are cutting report writing from four to six hours to under one hour.

Human review stays on every report. An AI assisted review runs compliance checks against the fact find and COBS requirements, then your adviser or paraplanner signs off. Automating data entry also reduces documentation errors, because nothing gets retyped. Your paraplanner gets their week back for the high value interpretation that needs their judgement.

Clients send unstructured documents: tax returns, estate plans, trust deeds, pension statements and, for business owners, company financials. AI tools can analyse documents like these in minutes, extracting data into the case file and flagging anything missing. Onboarding document review can drop from eight hours to two.

For high net worth clients with trusts, estate plans for more than one generation, two years of tax returns and multiple wrappers, that’s the difference between starting advice this week or next month. The same workflow sends LOAs, chases providers on a schedule and tells your team the moment a transfer value lands. Asset managers already use AI to summarise earnings calls and company reports, and the same technology reading your clients’ paperwork is where advisers see immediate value.

A review schedule that runs itself flags each review as it falls due, gathers the valuations, builds the prep pack and books the meeting. AI assistants improve client responsiveness by answering routine inquiries and scheduling meetings, and AI can help advisors scale client communication and improve practice management processes at the same time.

68% of wealth management firms already use AI for client engagement and client services, because it can personalise client communications without an adviser writing each one. Client relationships get stronger when contact is regular and relevant to client goals. Every action logs to the client record, giving your compliance teams the evidence of service delivered that fair value depends on.

An enquiry lands at 8pm on a Friday. By Monday, the prospect has spoken to two other firms. Client acquisition is lost in the gap between the form and the first reply.

We build intake that replies straight away, asks the questions your advisers need answered (pension values, client goals, timescales) and books the first meeting in the right adviser’s diary. Fewer wasted leads means lower client acquisition costs, and it’s where our AI work and our marketing for financial advisers meet. Advisor growth depends on the enquiries you already pay to attract.

There are good AI tools for every part of the job, and the best AI tools for financial services are improving every quarter. Aveni Assist, AdvisoryAI and Dynamic Planner all do their piece well, and 70 advisers using Aveni Assist saved 1,400 hours a month. Aveni Assist also automates compliance documentation for UK financial advisers. The problem is that each tool sits in its own box, and most firms already run multiple systems that don’t share data.

We connect them. Agentic AI and AI agents handle the multi-step jobs across your data sources, because agentic AI can make decisions inside a process instead of following a fixed script: meeting tool to CRM, CRM to report draft, report to e-signature, signature to provider submission. If one of the top AI tools on the market solves your problem on its own, or two of the top AI tools cover it between them, we’ll tell you and help you set it up properly instead of selling you a build.

The FCA has confirmed it won’t introduce AI-specific rules. It relies on FCA Consumer Duty and SM&CR instead, which means accountability for every AI tool sits with your senior managers. Fewer than 5% of advice firms have a full AI policy in place, so most are carrying regulatory risks they haven’t mapped.

Every build starts with regulatory alignment and data security, and regulatory alignment is signed off before anything touches client data. Client data stays in agreed UK or EEA systems, access is controlled and nothing is used to train models. AI tools can analyse 100% of customer interactions for compliance risks, and automated compliance monitoring flags interaction risks early and speeds up regulatory reporting. 68% of wealth management firms already use AI for compliance tasks. Ongoing compliance monitoring means problems surface in days rather than at the next file review, and compliance documentation gets produced as the work happens. That cuts the time spent on compliance reviews and gives you full audit trails for every check and regulatory review. Manual review stays on anything touching advice.