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Are you a UK financial advisor who wants to scale your practice but struggles with time-consuming pension transfers and annual reviews? Calculate exactly how much time and money you'll save—and see it work on your actual documents.
Scaling Without Adding Staff
Real results from UK financial advisors: 35 hours saved weekly
Proof From Real Advisory Operations
Anonymised, outcome‑focused excerpts from UK advisory teams
"That in itself has saved us a lot of time at the back end."
Operations Lead, UK advisory firm
"We got through about 30… 25–30. … usually get through… ten."
Paraplanner, UK advisory firm
"It's sped up time to us, so we've got more capacity to take more on."
Operations Lead, UK advisory firm
"It is slick, it's doing it all, it's saving loads of time."
Director, UK advisory firm
"We don't need another member of staff… we've saved costs."
Director, UK advisory firm
"The bit where this helps is the annual review preps."
Director, UK advisory firm
Powerful. Private. Precise.
On-premises AI that keeps your data where it belongs—in your building
GDPR Compliant
Your client data never leaves your building. On-premises deployment ensures complete privacy and compliance.
Proven Results
Real UK financial advisors saving 35+ hours weekly on pension transfers and annual reviews.
Instant Setup
Plug-and-play hardware. No complex IT infrastructure. Start automating in minutes.
Choose Your Next Step
Start with the ROI calculator or take the fit check to identify your best workflow to automate first.
The MonAI Box
On‑Prem AI, Delivered Like Premium Hardware
A dedicated, branded machine that lives inside your firm. No cloud processing. No data leaving the office. Just fast, repeatable workflows that turn document chaos into clean outputs.
Private by design
Client data stays on‑site. You keep control and auditability.
Built for workflow
Optimised for repeatable admin tasks, not generic chat.
Fast turnaround
Turn hours of admin into minutes without sacrificing accuracy.
Install + support
We set it up to match your exact workflow, then refine it.
See MonAI in Action
Book a free 15-minute demo. Bring your documents. See it work.
✓ No sales pressure ✓ No obligation ✓ Just a real demonstration
Pick a Time That Works for You
Prefer Email?
No problem. Send us a message and we'll get back to you within 24 hours.
info@monaiglobal.comWhat to Expect
- →15-minute live demonstration
- →See MonAI process your actual documents
- →Get answers to your specific questions
- →No obligation, no pressure, no commitment required