Financial advisers waste 35+ hours weekly manually extracting data from lengthy documents to create suitability letters.
"We've saved ourselves 35 hours a week... we don't need another member of staff and we're still dealing with the same workloads."
Reading pension transfers, annual reviews, suitability reports
Need to hire more staff to handle document processing
10 documents/day vs 30 with AI processing
MonAI is local AI that sits in your office and extracts data from financial PDFs instantly. No cloud, no GDPR issues, 95% accuracy rate.
Pension transfers, investment reports, any financial document.
95% accuracy, handles scanned and digital PDFs.
You verify data, create suitability letters & annual reviews.
Discover the cutting-edge technology behind MonAI - the AI-powered platform that's revolutionising financial advisory services across the UK.
Revolutionising how financial advisers interact with documents through advanced AI technology.
Chat with Documents - ChatGPT-like interface for natural language queries
Hyperlinked References - Click citations to instantly view source PDFs
Advanced Processing - Fast, reliable document analysis
Multi-Document Analysis - Query across multiple files simultaneously
Streamlined workflows built specifically for UK financial advisory compliance.
Advanced OCR - Enhanced text extraction from scanned documents
Automated Suitability Letters - Generate compliance-ready reports (coming soon)
Template Management - Pre-built templates for financial tasks
Data Extraction - Pull key information from complex documents
Bank-grade security and compliance features designed for financial services.
UK Financial Focus - Built specifically for UK financial advisers
Multi-Client Management - Secure separation of different client data
Multi-Client Management - Secure separation of different client data
Secure Processing - Your data stays in your office hardware
Ask questions about documents in plain English
Click any reference to see the original document
Real-time analysis and immediate responses
We've saved ourselves 35 hours a week... we don't need another member of staff and we're still dealing with the same workloads. I'd recommend it. Definitely.
Or fill out the form below for a private demo
I'll bring the system to your office and show you exactly how it extracts data from your real pension documents. Takes 30 minutes.
TAYLOR WHEELER
01793 205 250
Based in Swindon, serving UK financial advisers
Pension transfers, annual reviews, suitability reports, CASS reports - any PDF document. Works with both digital PDFs and scanned documents.
95% accuracy rate with AI vision model. You always review and verify the data before creating suitability letters.
Yes. MonAI runs on hardware in your office. Client data never leaves your building. Complete regulatory compliance.