Built for UK Financial Advisors

AI That Actually Understands
UK Financial Documents

Stop uploading sensitive client data to ChatGPT. MonAI processes pension transfers, CFRs, and annual reviews entirely on-premises. GDPR-compliant. FCA-ready. Built specifically for UK advisors.

No credit card required • 15-minute demo • Use your actual documents
35 hours
Saved every week
£25K
Cost avoided annually
95%+
Data accuracy
2 hours
Setup time

Why Most AI Tools Don't Work
for UK Financial Advisors

You've tried ChatGPT. You've looked at generic document processing tools. None of them understand the reality of UK financial advisory.

GDPR Nightmare

Cloud AI tools require uploading sensitive client data to external servers. That's a compliance risk you can't afford.

Generic Responses

ChatGPT doesn't understand UK pension documents structure. No source verification. No way to validate AI answers.

Hidden Costs

Pay-per-use APIs rack up costs fast. Process 100 documents and suddenly you're paying more than hiring an admin.

Built Specifically for
UK Financial Advisors

MonAI isn't generic AI. It's purpose-built for UK pension transfers, annual reviews, and FCA compliance.

100% On-Premises

Hardware stays in your office. Documents never touch the cloud. Zero external servers. Complete GDPR compliance by design.

Your client data stays exactly where it should: in your building.

Local AI Inference

Leverages powerful local LLM inference entirely on your hardware. ChatGPT-like capabilities without cloud uploads. Source verification built-in.

95%+ accuracy with hyperlinked source references you can verify instantly.

Unlimited Processing

Process unlimited documents with no per-use fees. Hardware-as-a-Service model. Fixed monthly cost with everything included.

Typically saves £7,000+ annually compared to hiring additional staff.

2-Hour Setup

We bring hardware to your office. Set everything up. Train your team. You're processing documents the same day.

No IT expertise required. Drag-and-drop simple.

What UK Advisors Use MonAI For

Pension Transfers

  • Extract data from TVAS reports automatically
  • Process current provider statements instantly
  • Auto-fill transfer forms with verified data
  • What took 1-2 hours now takes minutes

Annual Reviews

  • Upload multiple client documents at once
  • Ask questions across all documents
  • Get instant answers with source references
  • Prepare review meetings 10x faster

Compliance Docs

  • Extract data for suitability letters
  • Process CFRs and fact finds efficiently
  • AI highlights uncertain areas for review
  • Maintain human oversight for FCA compliance

Real Results from a Real Client

JPA Financial has been using MonAI for 6+ months

Real client testimonial from JPA Financial

BEFORE MonAI

  • 30 minutes to 1 hour per pension transfer form
  • Manual data entry errors
  • Staff frustrated with repetitive work
  • Considering hiring more admin staff

AFTER MonAI

  • Minutes instead of half an hour per form
  • 95%+ accuracy rate
  • 35 hours saved every week
  • £25,000 annual cost avoided
C

"MonAI has transformed how we process documents. What used to take us hours now takes seconds, and the accuracy is incredible."

Chris
Principal, JPA Financial

Questions? We've Got Answers

Everything you need to know about MonAI

Yes, 100% GDPR compliant. Your data never leaves your building. The hardware processes everything locally on your premises. No cloud uploads, no external servers, no third-party access. It's the most compliant solution possible because your sensitive client data stays exactly where it should: in your office.

See MonAI Process Your Documents

Free 15-minute demo. Bring your actual documents. See it work before you commit.

Book Your Free Demo

Join UK advisors who've already saved 35 hours per week