AI automation / financial advisers
AI automation for UK financial advisers
Integraite is a UK AI automation company building systems for financial advisers. Not chatbots and not a report: AI that answers the phone, reads the email and the paperwork, chases what is missing and prepares the work, with your team approving anything that goes out.
Right contact found: the lettings manager, by name
Personal email written and sent
Opened twice, flagged as a hot lead
Where the week goes
Taken from UK trade bodies and the trade press, not from a brochure.
- 01Hours of preparation before every annual client review meeting
- 02Onboarding new clients through lengthy fact finds and paperwork
- 03Compliance and paraplanning work eating most of each client's servicing time
- 04Evidencing that promised ongoing reviews were offered and actually delivered
The work still happens. Nobody has to do it.
What we build for financial advisers, against what it fixes
| The problem | The system |
|---|---|
| Hours of preparation before every annual client review meeting | Review pack builder |
| Onboarding new clients through lengthy fact finds and paperwork | Meeting notes to report |
| Compliance and paraplanning work eating most of each client's servicing time | Onboarding fact find assistant |
| Evidencing that promised ongoing reviews were offered and actually delivered | Ongoing service tracker |
Review pack builder
Gathers valuations, past notes and changes in circumstances into a draft review pack before each client meeting.
Meeting notes to report
Turns the meeting recording into a structured file note and draft suitability report for paraplanner and adviser sign off.
Onboarding fact find assistant
Collects client details and documents through a guided form, extracts data from statements and fills your back office system.
Ongoing service tracker
Schedules reviews, chases unanswered invitations and records evidence of every service delivered, ready for compliance checks.
FCA Consumer Duty and suitability rules apply: advisers approve every recommendation, and a full audit trail evidences the ongoing service clients pay for.
Live in weeks, not a project that never lands
We watch a real week
An hour with you writing down what actually happens, including the jobs nobody lists when asked what takes their time.
We build around your tools
It works inside the software you already use. Nobody is asked to move, learn a new system or change how they work.
You approve, it runs
Nothing reaches a client until a person says so, every action is logged, and it keeps going at night and at the weekend.
Tell us about your week. We will tell you what can run itself.
A short call, no slides. If there is nothing worth automating, we will say so.
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