For financial advice and wealth firms
Do you know which of your advisers is already using their own AI on client files?
Most firms find out by accident. The fix is not a ban. It is a process that keeps client data safe and gives the hours back.
Fixed fee, written scopeOne hour of your time a weekFully remote
Two problems every advice firm owner recognises
Both have the same root: the repetitive work sits with your most expensive people.
Suitability reports eat adviser time
A report that should take an hour takes an afternoon. Templates get copied. Paraplanners chase. The client waits.
Nobody knows what AI is already in the building
Advisers paste client details into free tools because it saves an hour. That is a data problem before it is a compliance problem. It will surface in a file review, not a board meeting.
The admin never shrinks
Fact-finds, annual reviews, provider chasing. Every new client adds a fixed block of hours, so growth means hiring.
You do not need a policy that says no. You need a process that says how.
What that costs, as an illustration
Built from the same maths we use on every engagement: hours a week, times a £30 loaded cost, times 52 weeks. On the call we replace it with your numbers.
15 hours × £30 × 52 weeks = £23,400.
What this looks like in your business
Intelligent automation handles the rules. AI handles the reading, writing and routine decisions, and flags what it is unsure about. Your people handle the exceptions.
When this happens
A fact-find is completed, or an annual review date comes up.
This runs on its own
The client file is pulled together, the report skeleton is built from your template with the client data in place, and the paraplanner checklist is created.
These people are told
The adviser gets the draft to review. The paraplanner gets the checklist. Compliance sees the file only when it is ready.
Where AI sits: drafting the suitability narrative from the fact-find, inside your template, and flagging the points it is unsure about. The adviser reviews those first. Nothing is sent unread until accuracy is proven.
Process first. Automation second. AI where it earns its place.
We never start with a tool. We start with where your time is going. Then we make the routine run itself, and add AI at the steps that need judgement.
Uncover
Two weeks. We map where adviser and paraplanner time goes and what it costs.
Fix one thing
Six to ten weeks. Usually report drafting. One tool, configured to your templates and your file checks. Tested with your team. Handed over.
Keep it safe
A plain written policy for what AI may touch in your firm, and what it may not. So the shadow use stops without a ban.
Your time
One named person. One hour a week. That is the entire commitment on your side.
Scheduling
Weekday evenings and Saturday mornings. Sessions never collide with your working day.
Your cost
Fixed fee, written scope. Agreed before any work begins.
Your people
People stay. Work changes. 86% of SMEs using AI report no change to headcount (BCC and University of Essex, 2026).
Where the hours go in an advice firm
Fact-find to suitability report to review, mapped step by step. The wait points and the re-typing. Ask and we will send the current version.
Open the mapThe fastest first step
Tell us how long a suitability report takes today, start to sent. If the answer is an afternoon, fifteen minutes with us will be useful. If it is an hour, you are ahead of most.
Book 15 minutesA message from the founder
Hello there, thanks for checking us out. My name is Isaac, and I am the founder of Shift Engine AI. I launched this business to serve established businesses that like the sound of AI but do not know where to start.
Our team brings a decade of experience working with organisations at every growth stage, first on intelligent process automation, and in the last few years on AI adoption alongside it.
Working with many business leaders, we have watched the same problem repeat. Leaders like the sound of AI, so they buy whichever tool jumps out at them, without a proper diagnosis of what the business needs. Just as often, they forget that intelligent automation matters as much as generative AI. AI can read emails, draft documents, send replies, even make calls. But it needs a solid workflow, configured intelligently, for a business process to run smoothly.
When the two are paired well, we have seen the same results again and again: better client retention, healthier margins, growth without extra headcount, and, dare we say it, happier employees.
So reach out directly. What is the number one challenge in your business right now? We are confident we can help you move in the right direction, with clear guidance on your processes and the right combination of intelligent automation and AI.
Isaac and the Shift Engine AI team
Three fair questions
Is this a compliance risk?
Will it fit our templates?
What if it does not work for us?
Fifteen minutes. One process. Your numbers.
You leave knowing what a slow report costs your firm, and whether it is worth fixing.