Interactive Demos

See FINSERAI in Action

Try our AI solutions before you buy. Each demo uses real data and real workflows — no smoke and mirrors.

AI Chatbot

A knowledge-base chatbot trained on UK protection & insurance product data from 8 major providers. Ask it anything about critical illness, income protection, or policy features.

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Live

AI Phone Answering

Talk to Sarah, an AI receptionist for a fictional financial advisory firm. She books appointments, answers FAQs, takes messages, and handles difficult callers — all with natural British conversation.

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Live

AI-Native CRM

A full CRM dashboard with AI-powered client insights, compliance checks, meeting prep, pipeline management, and proactive alerts — built for financial advisers.

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Live

Cold Outreach Generator

Enter a prospect profile and get a personalised 5-step outreach sequence across LinkedIn and email — with FCA compliance, GDPR basis, and TPS warnings.

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Live

Meeting Summariser

Drag in a sample meeting transcript and get structured file notes — key points, financial snapshot, action items, and FCA compliance notes in seconds.

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Live

Social Post Generator

Generate FCA-compliant social media posts for LinkedIn, Instagram, and X — with risk warnings, balanced language, and platform-native formatting.

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Other demos available on request

We also demo document compliance checking, file completeness audits, KYC/AML automation, and more. Get in touch and we'll build a proof-of-concept using your own data and workflows.

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