AI for financial advisers & mortgage brokers
Advice work sells time and trust — and loses hours to paperwork, fact-finds and long documents. Katalis helps financial advisers and mortgage brokers use AI to give those hours back, with a qualified person always signing off the final word.
There’s no one-size-fits-all AI
Advice runs in stages: first meeting, fact-find, research, recommendation, then ongoing reviews. Each stage produces paperwork, from gathering client documents to writing suitability reports, and every step has to be recorded for compliance. Existing clients need regular reviews, lenders and providers need chasing, and the adviser's own time is what the client is paying for.
What you probably already use
AI slots into what you’ve got — we don’t make you rip it out and start again.
Where AI helps depends on your setup
If you read and summarise a lot of documents…
…getting to the key points in minutes — with you reviewing and signing off — frees the most time.
If you draft lots of similar replies or proposals…
…first drafts in your firm's style from a short brief mean you edit instead of starting cold.
If confidentiality is critical…
…we can build private, in-house setups so nothing sensitive leaves your business — and we tell you exactly where data goes first.
Where AI actually helps
Reading and summarising long documents and cases eats time.
Get the key points and a clear summary in minutes — you review and sign off, nothing goes out unchecked.
Drafting client letters, suitability notes and follow-ups from scratch.
First drafts in your firm's style from a short brief, so you're editing instead of starting with a blank page.
Meetings and calls that never quite turn into actions.
Turn notes or a recording into a tidy list of actions and follow-ups automatically.
Common questions
Is client confidentiality protected?
Yes — where confidentiality matters we build private, self-hosted setups so nothing sensitive leaves your business, and we tell you exactly where data goes first.
Does a qualified person stay in control?
Always. AI drafts and summarises; a qualified adviser reviews and approves. It speeds you up — it doesn't give advice or sign off.
How much does it cost?
Every job is shaped and priced for the business it's for — describe yours to Katalis (she's on every page) and she'll give you an honest estimate straight away, + VAT, before any money moves.