What would you do with an extra 35 hours every week? That's nearly an entire work week back in your life.
For JPA Financial Planning, a growing UK financial advisory firm, this isn't a hypothetical question—it's their new reality. After implementing MonAI's on-premises AI automation system, they've completely transformed how they handle pension transfers, annual reviews, and client documentation.
This is a real case study with real numbers. JPA Financial has been using MonAI for over 6 months. The results are documented, verified, and—most importantly for you—repeatable.
Real results from real people: JPA Financial admin staff using MonAI's on-premises AI system to process pension transfer documents in their UK office
The Problem: Drowning in Manual Data Entry
Before MonAI, JPA Financial faced the same challenge that plagues most growing advisory firms: manual document processing was consuming massive amounts of time and threatening their ability to scale.
The Situation:
- •Admin tasks taking 1-2 hours each: Every pension transfer form, every client questionnaire, every annual review required manual data entry
- •Bottleneck in growth: The firm couldn't take on more clients without hiring additional administrative staff
- •Hiring costs looming: A full-time admin would cost £25,000+ per year, plus overheads, training, and management time
- •GDPR concerns with cloud AI: Tools like ChatGPT required uploading sensitive client documents to external servers—a compliance nightmare
Chris, the Principal at JPA Financial, knew something had to change. The firm was at a crossroads: hire more staff to handle the administrative burden, or find a way to work smarter.
The Solution: On-Premises AI Automation
After evaluating several options—including cloud-based AI tools and traditional document management systems—JPA Financial chose MonAI for three critical reasons:
GDPR Compliant
Data never leaves their office. Hardware processes everything locally. Zero cloud risk.
Quick Setup
Just a 2 hour installation of local hardware. No IT expertise required.
Built for UK Advisors
Designed specifically for pension transfers, CFRs, and FCA compliance.
The implementation was straightforward. MonAI delivered hardware to JPA's office, set everything up in 2 hours, trained the team on drag-and-drop document processing, and ensured everything worked before leaving.
The Results: 35 Hours Saved Every Week
Documented Impact
How They Use MonAI Daily
Pension Transfer Forms
Upload TVAS reports, current provider statements, and transfer forms. MonAI extracts all required data fields automatically. What used to take 1-2 hours per client now takes minutes.
Annual Client Reviews
Process multiple client documents simultaneously. Ask questions like "What's the total portfolio value?" and get instant answers with source references. No more manual searching through PDFs.
Compliance Documentation
Extract data for suitability letters and compliance reports. The AI highlights areas of uncertainty for human review—accuracy without removing human oversight.
MonAI has transformed our practice. We've saved 35 hours per week and avoided £25K in hiring costs. The on-premises setup means our client data never leaves our building—crucial for GDPR compliance. Our admin staff can now handle triple the workload they could manually.
The Business Impact: Scale Without Hiring
The most significant impact hasn't just been the time savings—it's what JPA Financial can now do with that time.
With 35 Extra Hours Per Week, JPA Can:
- Take on more clients without administrative bottlenecks
- Focus on client relationships instead of data entry
- Improve service quality with faster turnaround times
- Maintain compliance without sacrificing efficiency
The investment in MonAI is significantly less than hiring a full-time admin at £25K+ annually, freeing up capacity to take on more clients without additional headcount.
Could This Work for Your Firm?
JPA Financial is a real UK advisory firm, not a special case. They process the same types of documents you do: pension transfers, client questionnaires, annual reviews, compliance forms.
You're a Good Fit for MonAI If:
- →You process pension transfers, CFRs, or annual reviews regularly
- →Manual data entry is consuming hours of your week
- →You need GDPR-compliant document processing
- →You want to scale without hiring more admin staff
- →You're looking for proven results, not experimental technology
See It Working With Your Documents
We offer a free 15-minute demo where you can bring your actual documents and watch MonAI process them in real-time. No sales pitch. No commitment. Just a live demonstration with your files.
What You'll See in the Demo:
- 1.Upload your documents (pension forms, client questionnaires, etc.)
- 2.Watch MonAI extract data automatically from your actual files
- 3.Ask questions and see the AI find answers with source references
- 4.Calculate your ROI based on your specific document volume
Every week you wait is another 35 hours you could have saved. JPA Financial didn't hesitate—and six months later, they're wondering why they didn't do it sooner.
This isn't about replacing your team. It's about giving them superpowers. MonAI handles the tedious data extraction, and your staff focuses on what they do best: building client relationships and growing your business.
Ready to transform your practice like JPA Financial did? Book a demo and see it working with your own documents.