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
You sell time and judgement, and too much of it goes to admin, drafting, and wading through long documents. Replies, letters and proposals start from a blank page, meetings never quite turn into actions, and reading takes hours before the actual thinking begins — with a qualified person always needing to own the final word.
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?
A first assistant or automation usually starts around £2,000–£5,000 plus a little each month, all + VAT. It depends on your setup, and the first chat is free.