AI agents seamlessly integrated with existing systems, automating onboarding, compliance, and ongoing advice workflows.
Our SolutionsAI-Powered Solutions to Improve the Financial Advice Workflow
Client onboarding and meeting preparation
Transform First Meetings from Discovery Interrogations to Strategic Conversations
Transform First Meetings from Discovery Interrogations to Strategic Conversations
Streamlined annual review process through digital engagement
Automated client research, portfolio analysis, and meeting preparation
Real-time meeting support and capture
Mobile-first meeting management and client interaction platform
Comprehensive advisor portal for client management
Complete conversation capture and automated CRM extraction
Compliance and automated documentation
Automated post-meeting documentation with 57-point compliance validation
Automated post-meeting documentation with 57-point compliance validation
Automated drawdown and income planning calculations
AI-generated meeting summaries and action items
Pipeline of Agents and Future Propositions
Real-time BA1159 compliance validation with 57 regulatory checkpoints
AI-powered recommendation generation and strategy optimization
Intelligent automated letter generation and report creation
Automated client service and engagement management
Intelligent product recommendation and suitability analysis
Enhanced support and protection for vulnerable clients
Positioning for strategic alignment within SJP's Technology Strategy (Unsolicited feedback)
Significant upside potential beyond base case projections
Automated meeting transcription, CRM population, and compliance validation. Built and ready—awaiting SJP regulatory approval.
Price increase from £8 to £10-11 per client per month, justified by 4 new AI agents launching (Meeting Prep, Compliance, Documentation, Advice Guidance).
Strategic investment or acquisition by St. James's Place. Natural acquirer given embedded position in advisor workflow across 1,312 practices.
Bridge to profitability in 6-9 months with £150K capital
The Problem: 3 hours of manual calculations per client generating zero margin
Our Solution: 20-30 minutes automated (85% time savings)
Market Position:
£150K bridge capital allocation to operational profitability
Three scenarios: Base Case, Conservative, and Optimistic
Transitioning from product development to optimized operations
SJP practices currently pay 12 months upfront for subscriptions via annualization. This creates a major cash flow event when renewals occur.