AI for Financial Advisors UK — On-Premises Workflow Automation by MonAI Global
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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.
Built by Taylor Wheeler
Founder of MonAI Global. 10+ years building bespoke tech for UK businesses. Previously ranked clients #1 on Google in under 8 weeks with AI-powered development.
Real admin team. Real bottleneck.
Before MonAI: 10 cases/day. After: 30 cases/day.
The Hidden Cost of Manual Admin
30m
Per pension transfer
Reading statements, extracting facts, copying into docs. 20+ times per month.
60m
Per annual review
Pulling records, summarising changes, prepping questions. Every. Single. Client.
£25K
To hire more admin
Hiring doesn't fix the process — it just adds cost to a broken workflow.
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
Why Advisory Firms Choose MonAI
On-premises AI that keeps your data where it belongs — in your building
100% GDPR Compliant
Client data never leaves your building. The MonAI Box processes everything locally — no cloud, no third-party servers.
35+ Hours Saved Weekly
Real UK advisory firms tripling admin throughput. Same team, 3x the output, zero new hires.
2-Hour Setup
We bring it, install it, and train your team. Drag-and-drop simple. No IT expertise needed.
Ready to See It Work?
Take the AI readiness quiz, calculate your ROI, or book a live demo with your actual documents.
Or calculate your ROI first →
The MonAI Box
Compact. On-premises. Your data stays in your building.
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
Frequently Asked Questions
Common questions about AI for financial advisors and advisers in the UK
What is AI for financial advisors?
AI for financial advisors refers to artificial intelligence tools that automate repetitive administrative workflows such as pension transfer processing, annual review preparation, and document extraction. MonAI provides on-premises AI that processes client data locally, ensuring GDPR compliance without sending sensitive information to the cloud.
Is AI for financial advisors GDPR compliant?
With MonAI, yes. Our on-premises AI platform processes all client data locally within your firm's infrastructure. No data is sent to external cloud servers, ensuring full GDPR compliance and data sovereignty for UK financial advisory firms.
How much time can AI save financial advisors?
MonAI clients typically save 35+ hours per week on administrative tasks. This includes automating pension transfer document processing, annual review preparation, and client correspondence — allowing advisors to focus on client-facing work.
How does on-premises AI differ from cloud AI?
On-premises AI runs entirely within your firm's own infrastructure. Unlike cloud AI services, your client data never leaves your building. This is critical for UK financial advisory firms where FCA regulations and GDPR require strict data handling controls.
What does MonAI cost?
MonAI starts from £259 per admin seat per month, which includes the on-premises hardware, AI software, implementation, and ongoing support. Most firms see ROI within the first month through reduced admin costs and avoided hiring.