AI-Native CRM for Financial Services
A CRM where AI isn't bolted on — it's built into every interaction. Smart client insights, automated compliance checks, meeting prep, and proactive alerts. Click any client to see AI in action.
FINSERAI DEMO
Total AUM
£1,859,000
Active Clients
42
Reviews Due
7
Pipeline
£3,330,000
AI Alerts
4
Compliance
94%
AIAI Alerts
Recent Activity
Robert Chen · 10 minutes ago
AI flagged: New prospect matches high-value client profile. Recommend priority outreach within 48 ho...
James & Sarah Mitchell · 1 hour ago
AI flagged: Annual review overdue. Portfolio drift detected — 8% above equity target allocation.
Dr. Priya Sharma · 3 hours ago
Sent quarterly portfolio summary and VCT performance update.
Margaret & David Thompson · Yesterday
AI flagged: Drawdown rate unsustainable at current level. Portfolio depletion risk within 14 years.
Aisha Patel · Yesterday
KYC verification completed. Awaiting 2 remaining documents.
William & Catherine Brooks · 3 days ago
Annual review completed. Discussed IHT planning and trust restructure.
AI Client Insights
Every client gets an AI-generated insight — portfolio drift, tax alerts, review reminders, risk flags.
Meeting Prep
One click generates a full briefing — talking points, risks, suggested agenda, and questions to ask.
Compliance Checks
AI reviews each client file against FCA rules — suitability, documentation gaps, Consumer Duty.
Smart Pipeline
AI flags stale opportunities, scores probability, and suggests next actions to move deals forward.
Want an AI-native CRM for your firm?
We build custom CRM systems with AI baked into every workflow — client management, compliance, reporting, and adviser productivity tools.
Get a Custom Quote