MonAI Global

Local / private

Local AI for Financial Advisers UK:Private, In-Office Automation

If your team handles client records and sensitive documents every day, you shouldn’t have to upload them into generic cloud tools just to get structured outputs.

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Local processing • Human approval loop • Built for real operations teams

Privacy by design

Designed for in‑office deployment.

Local compute

AI runs on your hardware, under your control.

Repeatable workflow

Export → upload → click → approve.

Audit-friendly outputs

Structured docs your team can review and send.

What “local AI” actually means (for your workflow)

Your admin team exports a client record, uploads it with supporting PDFs, then clicks once to generate a meeting‑ready prep document. Your advisers still advise — they just start from a higher‑quality summary and clearer questions.

This is what you get

  • • A single structured annual review prep document
  • • Key facts summarised clearly (so nothing is missed)
  • • Meeting questions / talking points to guide the review
  • • Outputs you can store, approve, and send

This is what it replaces

  • • Manual hunting through large client PDFs
  • • Inconsistent prep docs across different admins
  • • “Prep scramble” right before the meeting
  • • Needing to hire just to keep up with volume

Local AI for Advisers: Common Questions

What does local AI mean for financial advisers?+
Local AI means the artificial intelligence runs on hardware inside your office, not on remote cloud servers. For UK financial advisers, this means client documents — pension statements, investment records, personal data — never leave your building. MonAI processes everything on the MonAI Box, a compact device installed in your office.
Is local AI GDPR compliant for financial advisers?+
Yes. Because data never leaves your office network, local AI eliminates the third-party data processing risks that make cloud AI tools problematic under GDPR. There are no external data transfers to manage or disclose.
Do we need IT expertise to run local AI?+
No. MonAI handles the entire setup — we bring the hardware to your office, install it in under 2 hours, and train your team. Your admin staff just needs to know how to drag and drop files. No IT department required.
How does local AI compare to cloud AI tools like ChatGPT?+
Cloud AI tools like ChatGPT require uploading sensitive client data to external servers — a GDPR risk. They also give generic responses not tailored to advisory workflows. Local AI processes data in your office, produces structured outputs specific to pension transfers and annual reviews, and costs a fixed monthly fee with no usage spikes.

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Proof From Real Advisory Workflows

Anonymised excerpts from operations teams and advisers

Time saved
"

"That in itself has saved us a lot of time at the back end."

Operations Lead, UK advisory firm

Throughput
"

"We got through about 30… 25–30. … usually get through… ten."

Paraplanner, UK advisory firm

Capacity
"

"It's sped up time to us, so we've got more capacity to take more on."

Operations Lead, UK advisory firm

Time saved
"

"It is slick, it's doing it all, it's saving loads of time."

Director, UK advisory firm

Cost avoidance
"

"We don't need another member of staff… we've saved costs."

Director, UK advisory firm

Annual reviews
"

"The bit where this helps is the annual review preps."

Director, UK advisory firm