Less Time on Paperwork. More Time With Clients.
Client onboarding, document processing, compliance reporting, and financial forecasting — automated for financial advisors, mortgage brokers, and wealth management firms.
4.1x
Average ROI on financial services AI automation
60%
Of financial advisors say admin prevents client-facing time
+120%
Search growth for financial workflow automation in 12 months
The Problem
Your highest-billing hours are spent on the lowest-value work
A financial advisor charging $300/hour filling in compliance forms, chasing client documents, and manually preparing reports is billing poorly for their time. Every hour in the back office is an hour not in front of a client — and clients notice the difference.
Client onboarding involves 15-20 documents collected by hand, one email at a time
Compliance and regulatory reporting is built manually from disconnected data sources
Follow-up on stale leads and unconverted prospects falls through consistently
KYC and AML documentation requires the same data entered into three different systems
Monthly reporting takes 2-3 days to compile when it should take minutes
How Financial Services businesses use AI automation
How do financial services firms use AI automation?
Most financial services firms start with client onboarding and KYC — the highest document volume per new client — then extend into reporting, compliance, and lead follow-up.
Client Onboarding & KYC
Onboarding time cut by 70%New client intake automated end-to-end: forms collected, identity documents requested and tracked, KYC checks triggered, welcome sequence sent — all before the first meeting.
See the serviceDocument Collection & Processing
8-15 min → under 30 sec per documentStatements, ID documents, tax returns, and application forms received, data extracted, validated, and filed to the right client record automatically.
See the serviceCash Flow & Portfolio Reporting
Reports in minutes, not 2-3 daysMonthly client reports generated automatically from connected data sources. Delivered on schedule, formatted to your standard, without a staff member compiling them.
See the serviceLead Follow-Up & Nurturing
20% of cold leads converted on follow-upProspects who enquired but didn't convert followed up automatically at defined intervals with relevant content. Dormant leads re-engaged without manual effort.
See the serviceCompliance & Risk Audit
Full regulatory gap report in 2-3 weeksEvery AI tool in use across your practice audited against GDPR, FCA, SEC, or ASIC requirements. Risk register and remediation plan delivered in 2-3 weeks.
See the serviceClient Data Pipeline
Single source of truth across all systemsCustodian feeds, portfolio management tools, CRM, and accounting systems connected into a single clean data layer. No more manual exports or reconciliation.
See the serviceFit check
This is built for you if…
This fits advisors and brokers spending 30%+ of their week on admin and compliance, and wealth management firms onboarding 5+ clients a month, where billable time is being lost to paperwork.
Financial advisors spending 30%+ of their week on admin and compliance
Mortgage brokers managing 20+ active applications simultaneously
Wealth management firms onboarding 5+ new clients per month
Practices preparing for regulatory audits without documented AI governance
Principals who want to grow AUM without growing headcount proportionally
Start your financial services automation
Start with the Audit. Not a Sales Call.
30 minutes. We map the workflows eating your team's time, rank your top automations by ROI, and tell you honestly what's not worth touching yet. You get a written summary. No slide deck. No pitch.