AI for Legal & Finance
AI for Financial Advisors
Suitability reports, factfinds, MiFID II disclosures, and quarterly review prep absorb the hours that should go to clients. Klevere builds custom AI agents that automate the admin and compliance layer of financial advice so your team stays Consumer Duty-compliant and grows the book without growing the back office.
Where financial advisors & ifas
lose time and money
Suitability reports and recommendations
Each piece of advice generates a 20-40 page suitability report covering objectives, attitude to risk, capacity for loss, recommendation rationale, costs, and risks. Paraplanners do their best but the bottleneck is real. Advisers can have a great meeting on Monday and the SR does not reach the client until Friday.
Factfinding and document collection
Onboarding a new client means collecting bank statements, pension projections, ID, insurance schedules, mortgage details, and existing fund holdings. Most clients send them in dribs and drabs over weeks. Admin spends the time piecing the picture together, advisers spend the time chasing.
Quarterly review and ongoing service preparation
Annual reviews under Consumer Duty are not optional. Each one needs portfolio performance data, rebalancing analysis, attitude-to-risk refresh, and an updated suitability assessment. For a 200-client adviser that is a lot of preparation that has to happen on a schedule.
Consumer Duty record-keeping and MI
The FCA wants to see evidence of good outcomes, fair value, customer understanding, and ongoing review. Building that MI from your back-office data is a quarterly fire drill that nobody enjoys and that the compliance officer cannot do alone.
How Klevere AI
transforms your business
AI-drafted suitability reports
AI ingests the meeting notes, factfind, recommendation, and product literature, and drafts the full suitability report against your firm's template and the FCA's PROD and Consumer Duty requirements. The paraplanner reviews and signs off. SR turnaround drops from days to hours.
Automated factfind and document collection
AI runs a structured onboarding workflow that requests each document at the right time, OCRs everything that arrives, extracts the relevant data, and posts it into your CRM. Clients get a single secure portal instead of an email chain.
Quarterly review and ongoing service automation
AI prepares each client's annual review pack: portfolio performance vs benchmark, rebalancing recommendations, ATR/CFL refresh prompts, and a draft client-facing summary. The adviser walks into the meeting with the pack ready instead of building it themselves the night before.
Consumer Duty MI on tap
AI builds the Consumer Duty MI continuously from your back-office data: target market alignment, fair value assessments, vulnerable customer outcomes, and product performance. Quarterly board packs go from a panic build to a refresh-and-review.
AI assistant for adviser productivity
An adviser-facing AI assistant answers internal questions about FCA rules, your firm's processes, fund details, and past advice given to a particular client. It is the institutional memory the firm needed but could never staff.
How we get you set up.
In 4 simple steps.
What financial advisors & ifas see
after 90 days
Suitability reports used to be the bottleneck. Now the AI drafts them from the meeting notes and our paraplanners review and finalise in under an hour. We have grown the book 30% without adding paraplanning headcount.
Common questions
from financial advisors & ifas
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