Finance & Banking Automation
Tidy onboarding without a compliance department
Typical saving £22,000 a year
For brokers, advisers, and small finance firms. Consultants and software from £500 help with ID packs, file notes, and the checks that currently spill into the evening.
Before vs. after ConvertToAI
Standard onboarding
2–3 daysSame day
Who checks the file
Everyone, twiceExceptions only
False alarms
Most of the pileAbout 30% of before
Annual admin cost
£38,000£16,000
Key use cases
Client onboarding packs
ID documents read, checked, and lined up so a standard case can complete the same day.
Days of admin down to hours
Exception checks
The tool flags what looks odd. A person still decides. You stop rereading files that are already fine.
Far fewer false alarms
File notes and returns
Draft notes and the figures your regulator expects, ready for a human to approve.
Evenings given back
Lending or advice prep
Statements summarised so an adviser starts from the facts, not a pile of PDFs.
First software from £500
Success stories
See what AI could change in your finance & banking business
Consultancy is free. Software starts at £500. If we do not drive your costs down, you get your money back.
Consultancy is free. Money back if we do not cut your costs.