AI Employees For Financial Advisers

Put simply, because you will be able to serve more clients without increasing headcount or killing work/life balance. We have compartmentalised an AI solution to offer Advisers the benefits of AI at their own pace. Advisers may focus on the consolidation of all client conversations with Evie. Paraplanners benefit from the creation of customised, compliant reports with Emma. The entire team are reassured of 100% compliance checking with Colin.  We've already earned the trust of leading firms like Foster Denovo, LIFT Financial, TFP, Courtiers, and Radcliffe, plus many more.

AI does the heavy lifting, but you always review the final output. Think of it like a support staff member drafting a report for your approval. Only this employee only gets better and better as you train them.

Emma is specifically trained on FCA guidelines and Consumer Duty standards. We also collaborate with compliance firms like Threesixty and allow you to customise templates to match your firm's specific requirements.

Your data is stored in AWS S3, the same secure cloud infrastructure used by intelliflo and other major financial institutions. Comprehensive due diligence documents are available upon request.

Through advanced pattern recognition and training on your specific documents, the AI becomes progressively more bespoke to your firm's unique style and requirements.

Minor template tweaks are included. For major template overhauls, we'll discuss potential additional charges as your needs evolve.

• Snapshot and citation features
• Mandatory human review of final output
• Continuous training and refinement

These measures ensure high-quality results and minimise risk.