# FINSERAI

> AI automation for UK financial advisers, wealth managers, and insurance firms.

## About

FINSERAI builds bespoke AI-powered tools for financial services firms. Founded by Andrew Ward (15+ years in financial services), FINSERAI is based in the UK and specialises in purpose-built AI systems that integrate with existing back-office platforms. All solutions include FCA compliance guardrails, human-in-the-loop review, and GDPR-compliant data handling (ICO registered: ZC244000).

## Contact

- [Website](https://finser-ai.co.uk)
- Email: [hello@finser-ai.co.uk](mailto:hello@finser-ai.co.uk)
- Phone: 0207 123 6627
- Founder: Andrew Ward
- [Book a Call](https://cal.com/finser-ai/30min)

## Live Demos (9 interactive demos)

1. [Meet Max — AI Chatbot](https://finser-ai.co.uk/demo/chatbot) — RAG-powered chatbot trained on insurance product knowledge bases. Handles client enquiries about policies, products, and services 24/7.

2. [Meet Sarah — AI Call Handler](https://finser-ai.co.uk/demo/voice-agent) — AI voice receptionist that answers calls, qualifies leads, books appointments, takes messages, and escalates complex queries.

3. [Talk to Nadia — Voice Onboarding Assistant](https://finser-ai.co.uk/demo/onboarding-voice) — Voice AI assistant trained on company documents for employee onboarding.

4. [Ask Nadia — Text Onboarding Assistant](https://finser-ai.co.uk/demo/onboarding) — Text-based RAG chatbot for employee onboarding with department-aware filtering.

5. [Meeting Summariser](https://finser-ai.co.uk/demo/meeting-summariser) — Generates FCA-compliant structured file notes from client meetings in 28 seconds.

6. [Compliance Red-Liner](https://finser-ai.co.uk/demo/compliance-checker) — AI checks suitability letters against FCA rules with red/amber/green annotations.

7. [AI-Native CRM](https://finser-ai.co.uk/demo/crm) — CRM dashboard with AI-powered client insights, compliance checks, and proactive alerts.

8. [Cold Outreach Generator](https://finser-ai.co.uk/demo/outreach) — Personalised multi-step outreach sequences with FCA compliance.

9. [Social Post Generator](https://finser-ai.co.uk/demo/social-posts) — FCA-compliant social media posts for LinkedIn, Instagram, and X.

## [All Demos](https://finser-ai.co.uk/demo)

## Services

- AI chatbots trained on your firm's knowledge base (RAG pipelines)
- Voice AI agents for call handling, reception, and lead qualification
- Meeting transcription and structured FCA-compliant file notes
- Compliance checking and suitability report review (red/amber/green)
- AI-native CRM with client insights and proactive alerts
- Social media content generation (FCA-compliant)
- Cold outreach and prospecting automation
- Employee onboarding assistants (voice and text)
- KYC/AML automation
- WhatsApp automation
- Back-office integrations (Intelliflo, Xplan, CashCalc, FE fundinfo, Dynamic Planner, Voyant, Salesforce, Microsoft 365)

## Pricing

FINSERAI uses bespoke pricing — one flat price for the entire firm, not per user.

- Single Tool: From GBP 297/month (one AI capability, unlimited users, setup and training included)
- Full Suite: From GBP 697/month (3+ AI capabilities bundled, back-office integrations, priority support)
- Enterprise: Custom pricing for networks and larger firms

No per-user fees. No long-term contracts. Cancel anytime. [Book a free 20-minute audit call](https://cal.com/finser-ai/30min).

## Tech Stack

- Next.js, TypeScript, Tailwind CSS
- Anthropic Claude (LLM)
- OpenAI (embeddings)
- ElevenLabs (voice AI)
- LlamaIndex (RAG indexing)
- LangGraph (agent orchestration)
- Railway (hosting)

## Blog

- [AI for Financial Advisers: What Actually Works in 2026](https://finser-ai.co.uk/blog/ai-for-financial-advisers)
- [How to Automate Client Meeting Notes Without Losing Compliance](https://finser-ai.co.uk/blog/automate-meeting-notes)
- [AI Chatbots for Insurance Brokers: A Practical Guide](https://finser-ai.co.uk/blog/ai-chatbots-insurance-brokers)
- [FCA Compliance and AI: What Your Firm Needs to Know](https://finser-ai.co.uk/blog/fca-compliance-ai)

## Legal

- [Privacy Policy](https://finser-ai.co.uk/privacy)
- [Terms of Service](https://finser-ai.co.uk/terms)
- ICO Registration: ZC244000
- GDPR Compliant
- UK-based team, UK/EU data processing
- Client data is never used to train AI models