Cathy Vass
Green Zebra Business Solutions
Stop paying qualified staff to chase paperwork.
AI for financial services that gives 10+ hours a week back.
Is your team buried in KYC, fact finds and document chasing? Are competitors automating with AI while your firm waits? We build AI for finance firms only, scoped in a day with a satisfaction guarantee.
The AI problems keeping finance firm owners up at night.
Everyone’s talking about AI and we don’t know where to start.
Your team’s asked twice this quarter whether the firm has an AI plan. The accountant down the road just bought a tool you’ve never heard of. LinkedIn says you’re already behind, and three different vendors have pitched you three different answers in the last month alone.
Picking the wrong tool wastes the budget. Picking nothing leaves the firm exposed.
75% of UK financial services firms now use AI in some form. The longer your firm waits, the wider the gap to the firms already running it.
My senior team is doing work a junior should be doing.
Qualified accountants chasing self-assessment paperwork. IFAs spending half a Tuesday on a fact find that’s barely changed in fifteen years. Brokers pulling loss runs out of carrier portals by hand. The £60k-plus people you hired to advise clients are buried in admin that doesn’t need their qualifications.
41% of firms using AI in financial services are applying it to optimise internal processes. The hours add up across every team member, every week, every year.
We’ve tried AI before and it didn’t stick.
Someone bought ChatGPT seats for the firm and nobody opened them after week three. A platform got trialled, didn’t fit the workflow and quietly got dropped. An automation got built internally, then broke the first time the inputs changed.
The board’s now wary of spending on AI again, and the team’s lost the patience to learn another tool.
Most AI projects fail because nobody scoped them to the firm in the first place. The technology works when it’s built around how your firm actually operates, not bolted on as a separate product.
The bigger firms are already automating. We can’t keep up.
The accountancy practice down the road has rebranded around an AI-powered onboarding flow. A new entrant in your sub-sector is processing clients in half the time at half the cost. Your firm’s pricing is starting to feel high by comparison and the turnaround times don’t match what the market expects anymore.
You can see the gap widening every quarter. You just don’t have time, capacity or expertise to close it.
AI is expected to become the core of UK financial services by the end of 2027. That’s where we come in. We build the AI a finance firm needs and we already know what works.
What finance firms say about us.
We save finance firms 10+ hours a week on admin, so the people you hired can do the work you hired them for.
75% of UK financial services firms now use AI, with another 10% planning to adopt it inside three years.
If your firm isn’t using AI yet, your competitors already are.
AI-powered automation is reducing operating costs by up to 20% across financial institutions
Every hour your team spends on repetitive tasks is an hour your firm pays for twice.
41% of finance firms using AI are already applying it to optimise internal processes.
The hours your competitors are saving every week are hours your firm is paying for.
Feeling frustrated that you’re not doing more with AI yet?
Even though you know it could save your team hours.
Answer 15 questions to see how well your firm is really using AI and marketing, and what to fix first.
It takes three minutes; you get immediate recommendations plus free assets matched to your results.
Hear from the finance firms we work with.
Paul Cain
Cain & Co Bookkeeping Services
David Sarver
Final Expense Co
Stop guessing where AI fits. Start getting hours back for finance firms that need them.
AI Audits for financial services
The AI Audit is where every finance firm should start. We spend a day inside your firm mapping the existing processes your team is stuck on, the data quality across your stack, the regulatory compliance your sub-sector runs on and the ai applications most likely to deliver competitive advantage. You get back a clear report covering exactly where AI fits, what to build first, what to leave alone and what the time and cost savings look like over the next 12 months.
The most common use cases in UK financial services are concentrated in operations, internal processes and customer interactions, which is where 41% of firms using AI are already focused. Our audits identify those quickly, then prioritise them against your firm’s market dynamics and executive leadership goals.
No generic AI strategy decks. No vendor sales pitches. A specific, costed plan for your firm with a satisfaction guarantee on the work. Most firms find 10 to 20 hours a week of AI-powered automation potential they didn’t know was there.
AI Automation for financial services
Once we’ve mapped what’s worth building, we build it. Custom AI-powered systems and AI-powered tools, integrated into the software your team already uses. Xero, QuickBooks, Karbon, Iris, Acturis, Applied Epic, your CRM, your inbox.
The most common use cases in UK financial services are concentrated in operations, internal processes and customer interactions, which is where 41% of firms using AI are already focused. Our audits identify those quickly, then prioritise them against your firm’s market dynamics and executive leadership goals.
Every automation is built around a specific job inside the firm. Inbox triage that routes client emails to the right partner in seconds. Document chasing that follows up on self-assessment paperwork without anyone at the firm having to remember. KYC and anti-money laundering workflows that pre-populate fact finds and suitability reports. Renewal pack generation that pulls unstructured data from carrier portals automatically. Predictive analytics that identify patterns in client behaviour and flag the accounts most likely to churn before they do.
AI-powered automation in financial services is now reducing operating costs by up to 20% across the financial sector. We build the systems that get your firm those gains, with data privacy, AI governance and human oversight baked into every workflow from day one.
AI Automation for financial services
Once we’ve mapped what’s worth building, we build it. Custom AI-powered systems and AI-powered tools, integrated into the software your team already uses. Xero, QuickBooks, Karbon, Iris, Acturis, Applied Epic, your CRM, your inbox.
The most common use cases in UK financial services are concentrated in operations, internal processes and customer interactions, which is where 41% of firms using AI are already focused. Our audits identify those quickly, then prioritise them against your firm’s market dynamics and executive leadership goals.
Every automation is built around a specific job inside the firm. Inbox triage that routes client emails to the right partner in seconds. Document chasing that follows up on self-assessment paperwork without anyone at the firm having to remember. KYC and anti-money laundering workflows that pre-populate fact finds and suitability reports. Renewal pack generation that pulls unstructured data from carrier portals automatically. Predictive analytics that identify patterns in client behaviour and flag the accounts most likely to churn before they do.
AI-powered automation in financial services is now reducing operating costs by up to 20% across the financial sector. We build the systems that get your firm those gains, with data privacy, AI governance and human oversight baked into every workflow from day one.
Helping you work with the right AI tools for real results.
AI for your sub-sector of finance.
Accountants
Cut the self-assessment chase, the year-end document gathering and the management accounts grunt work eating your qualified team’s week.
Bookkeepers
Automate the transaction categorisation, the bank feed reconciliations and the month-end close work that’s currently swallowing your team’s hours.
Financial Advisors
Speed up the KYC, the AML checks, the fact find prep and the suitability reports, with AI built to stay compliant inside FCA rules.
Insurance Brokers
Handle renewal pack generation, loss run gathering and new business quotes through AI that talks to Acturis, Applied or your existing AMS.
Results we have achieved for companies like yours.
SEO
Cain & Co Bookkeeping Services
£30,948 a year in new business & rank 1 on Google for London’s toughest bookkeeping terms.
Website Design
Final Expense Co
We took a brand-new US insurance company from no website to page one of Google in six weeks.
SEO
Green Zebra Business Solutions
An accounting firm nowhere on Google. Under a year later, number one in Hampshire.
Three reasons financial services firms choose HandL Agency for AI.
Three things make us different to every other AI agency you’ve spoken to.
Finance is the only industry we build AI for.
Accountants, bookkeepers, financial advisors and insurance brokers. That’s the entire client list. Every AI model we deploy is shaped by how the financial services industry actually operates, what FCA rules allow and where artificial intelligence delivers real financial services growth for each sub-sector. The result is faster AI adoption, fewer failed pilots and AI solutions that fit your firm from day one rather than getting retrofitted six months in.
Risk management, data privacy and governance run through every build.
Sensitive data, regulatory exposure, professional indemnity, the financial stability of the firm itself. Artificial intelligence in the financial services sector carries more risks than any other vertical, which is why we design every AI system with human oversight, data management protocols and AI governance built in from scope. Self-hosted AI models where it matters, audit trails on every workflow and explainability tools on every decision. Improved risk management as a feature of the build, not an afterthought once it’s live.
Every audit comes with a satisfaction guarantee.
Most AI agencies sell a six-figure strategy deck and walk away. We don’t. The AI Audit is a fixed fee, delivered in a day and backed by a guarantee. If the report doesn’t find your firm a clear 10+ hours a week of automation potential, you don’t pay for it. No retainers under pressure, no scope creep, no risk on your side. The guarantee is the standard we hold the work to.
We treat clients as partners, not contracts.
In-person meetings, quarterly strategy reviews, lunches, dinners and the occasional drink after work with the financial institutions we work with.
Better relationships shape better AI builds, and the work we deliver across machine learning, automation and data management benefits from the trust built outside the boardroom.
Honestly? You don’t even need to work with us to get value from us.
Free n8n workflow templates, machine learning prompt libraries, AI playbooks and emerging technologies guides ready to download today. Built specifically for finance firms wanting to explore generative AI and AI-powered tools before committing to a full build.
Genuine resources for finance firms looking to assess AI use, identify patterns in their existing workflows and unlock the potential benefits of artificial intelligence on their own terms first.
Never Run Out of LinkedIn Posts Again
Your First 7 AI Prompts: Client Emails, Explainers and Proposals
Every Lead Researched, 2 Minutes After They Enquire
Client Meeting Notes, Written and Filed Automatically
The Client Email Prompt Pack
The Branded Presentation Prompt Pack
The SOP Prompt Pack
The Reddit Comment Prompt Pack
The Finance SEO Prompt Pack
25 AI Prompts Your Firm Will Actually Use
Build a Website Page That Ranks and Wins Customers
Ready to get your qualified team back to qualified work?
In 45 minutes, we’ll map where your firm is losing hours, where AI’s impact would land hardest and the two or three builds that would unlock deeper insights, personalised services and operational gains in the next 90 days.
Whether the answer is automating KYC and AML checks, speeding up fact find prep, generating renewal packs or chasing self-assessment documents through AI workflows that handle the unstructured data sitting in your inbox, you’ll leave the call with a clearer picture than you walked in with.
Every recommendation is built around the data privacy, AI governance and human oversight the UK financial services industry runs on. Reducing repetitive tasks is part of it. Putting AI to work on the right tasks is the rest.
Jump on a call with Luke and Bailey today.
Not ready to book a all? Take the 3 minute AI scorecard first.
Or call us on 0117 457 6659, email contact@handlagency.com, or fill in the contact form.
