IND // Industry · Financial Advisers

AI systems for IFA networks and advisory practices.

Independent financial advisers, adviser networks and appointed representative firms — suitability, review cadence and long-horizon client life.

Where firms in this vertical hurt

The specific reality of running this business.

Suitability paperwork is the bottleneck

Fact-finds, suitability reports and file reviews eat the hours you'd rather spend with clients.

Review cadence lives in advisers' heads

Annual reviews slip; life-event triggers get missed; the firm can't see it happening.

Consumer Duty needs continuous evidence

Not a once-a-year attestation. Nobody has the data trail to prove it.

Financial Intelligence — for this vertical

MiFID II, ASIC, FCA and CySEC reporting automation, communications surveillance and trade reconstruction.

Firm-trained RAG assistants for dealers, compliance, support and operations — grounded in your data.

Document AI, sanctions / PEP screening, source-of-funds analysis and adaptive onboarding by jurisdiction and product.

Portfolio drift, rebalancing, tax-loss harvesting and mandate monitoring for wealth and asset-management arms.

CFO / COO command centre — deposits, withdrawals, LTV, CAC and cohort P&L in one live view.

MT4 / MT5, cTrader, PrimeXM, Centroid, oneZero, CRM, PSP and ledger unification into a single data platform.

Customer Journey CRM — for this vertical

Visual multi-step flow canvas: triggers, splits, delays, A/B, adviser hand-off — the lifecycle journey engine finance has been missing.

30 / 60 / 90-day inactivity re-engagement, drawdown empathy flows, win-back offers and reactivation journeys.

Tiering by volume and equity, dedicated relationship-manager triggers, event and hospitality journeys for whales.

Pre-approved content library, jurisdiction-aware disclaimers and comms archiving for FCA, ASIC, CySEC and MiFID.

Email, SMS, WhatsApp, in-app, push and adviser-call task — one orchestration layer across every touchpoint.

Trustpilot orchestration, referral engines and community / Telegram automation for brokerage growth loops.

Talk to Us