Advice firms run on moving parts: CRM, cash flow tools, platform portals, compliance files. Too often they don’t talk to each other, and someone spends their week rekeying the difference.
Most firms automate the wrong things. We start by understanding how your business actually works, where decisions slow down, where information gets lost, and where AI can drive real, measurable performance.
Our work is to design integration that connects those systems, removes the rekeying, and leaves a clear record of how each step happened, so the people who own the process can explain it.
AI is already changing how businesses run. The firms getting value from it are the ones that fixed their processes and data first.
Most of our work is for firms under FCA supervision.
That changes what good looks like: every automated step needs a record of what it did, client data has to stay where your permissions say it stays, and a named person has to be accountable for the output.
We design with FCA regulation in mind from the start.
A partner rebuilds the same report by hand every month. An adviser rekeys client details between the CRM and the suitability tool. Nobody owns the handover between them, so nobody can say where the time goes. That is the work we map first.
You get a team that has built this before inside firms that answer to a regulator. We know which parts of an adviser’s week can be automated safely and which parts cannot.
The result is fewer manual steps, a shorter path from client information to finished document, and evidence you can show when someone asks how it was produced.
“Good integration starts with understanding the business, not the technology.”
— MoiraCorp
We begin with a full operational business review, mapping workflows, systems, and team structures to identify where automation and AI can create measurable improvements.
We create a tailored roadmap aligning systems, data, and objectives, ensuring every tool you use contributes directly to business performance.
We build and deploy automation using n8n, Make, and custom AI tooling, connecting your systems, reducing manual work, and delivering data your team can act on.
We monitor and refine your integrations as your business grows, ensuring long-term scalability and continuous improvement.
A two-week operational review: we map your workflows, systems and handovers, and give you a written roadmap of what to automate, in what order, and what it will take.
