A pre-configured AI pack for financial services firms. Financial report generation, portfolio summaries, regulatory document prep, and compliance assistance — all running on your own hardware. Data never leaves your building.
Pre-configured for financial services. Installed, tested, and handed over same day.
AI drafts monthly, quarterly, and annual reports from your data. Formats, tables, and narratives included — your team reviews and approves.
Automated portfolio performance summaries for client review meetings. Clear, consistent, personalised to each client's holdings.
AI prepares compliance documents, suitability reports, and regulatory filings using your templates. Reduces drafting time by up to 70%.
Private AI-powered research across your internal documents, market data, and uploaded reports. Instant analysis without cloud exposure.
AI drafts client emails, quarterly updates, and investment commentary. Your advisers review and personalise before sending.
AI summarises meeting notes from transcripts or recordings, extracts action items, and assigns owners — all without leaving your network.
Automated checklist workflows for AML, KYC, and other compliance processes. AI flags missing items and routes for human approval.
AI manages the scheduling of annual reviews, sends reminders to clients, and prepares meeting packs in advance.
Financial data is among the most sensitive information your firm holds. The Finance AI Pack runs entirely on your own hardware — no client data ever reaches a cloud server, AI provider, or third party.
End of quarter → AI generates portfolio performance reports for all clients → Adviser reviews and personalises → Sends with one click
Regulatory deadline approaching → AI prepares suitability report templates → Compliance officer reviews → Submits on time
New research report uploaded → AI summarises key points → Extracts relevant insights for your clients → Drafts personalised commentary
You own the installation. No subscriptions, no per-seat licences, no ongoing AI provider costs. All prices are inclusive of VAT.
"Our team was spending two full days each month just preparing client reports. The Finance AI Pack has reduced that to a few hours of review and personalisation. The compliance document drafting alone has paid for the installation several times over."
Free 15-minute discovery call. We'll assess your needs, confirm compatibility, and give you a clear picture of what your deployment looks like — before you spend a penny.