AI for Financial Advisors UK:
Workflow Automation That Works
MonAI is local, private workflow automation for advisory teams. Your admins upload a client record and supporting documents, click once, and get a structured prep document ready for an adviser to use.
Why Most AI Tools Don't Work
for UK Financial Advisors
You've tried ChatGPT. You've looked at generic document processing tools. None of them understand the reality of UK financial advisory.
GDPR Nightmare
Cloud AI tools require uploading sensitive client data to external servers. That's a compliance risk you can't afford.
Generic Responses
Generic tools struggle with messy real-world client documents. They're not built around your team's workflow or the way review prep actually gets done.
Hidden Costs
Pay-per-use APIs rack up costs fast. Process 100 documents and suddenly you're paying more than hiring an admin.
Built Specifically for
UK Financial Advisors
MonAI isn't generic AI. It's built around real advisory admin workflows like annual reviews, client records, and repeatable prep outputs.
100% On-Premises
Designed for in-office deployment so your team can process documents locally, without pushing client files into generic cloud AI tools.
Your client data stays exactly where it should: in your building.
Local AI Inference
Runs AI locally to turn documents into structured outputs your team can review, approve, and use across the workflow.
Keep humans in control: review first, then send.
Unlimited Processing
Designed for high-throughput teams who need predictable operations, consistent outputs, and fewer "prep scrambles".
Do more review prep with the same headcount.
2-Hour Setup
We onboard your team around your real workflow so you can start using MonAI quickly and confidently.
No IT expertise required. Drag-and-drop simple.
What UK Advisors Use MonAI For
Pension Transfers
- Turn provider statements and PDFs into structured facts
- Generate a clean internal prep doc your team can store and send
- Reduce manual hunting through long documents
- Move faster without hiring more admin
Annual Reviews
- Upload a client record and supporting documents
- Generate one clean annual review prep document
- Summary + key changes + meeting questions
- Run review prep in batches without the scramble
Compliance Docs
- Draft structured internal outputs for your process
- Make review prep consistent across admins
- AI highlights uncertain areas for review
- Keep humans in control (review before send)
Real Results from a Real Client
See how one UK firm transformed their operations in 6 months
BEFORE MonAI
- 30 minutes to 1 hour per pension transfer form
- Manual data entry errors
- Staff frustrated with repetitive work
- Considering hiring more admin staff
AFTER MonAI
- Minutes instead of half an hour per form
- 25–30 cases/day
- 35+ hours/week back
- £20–25k hire avoided
"MonAI has transformed how we process documents. What used to take us hours now takes seconds, and the accuracy is incredible."
Questions? We\'ve Got Answers
Everything you need to know about MonAI
MonAI is designed for in-office deployment so your team can process documents locally instead of uploading client files into generic cloud AI tools. In a demo, we'll walk through your workflow and data handling requirements.
See MonAI Process Your Documents
Free 15-minute demo. Bring your actual documents. See it work before you commit.
Book Your Free DemoSee what your team's output could look like with one client record.