Your operations team is drowning in transfer emails.
AI for financial advisors in Ireland starts with understanding where time actually goes. dploy.ai runs a structured assessment of your advisory operations and delivers a concrete plan for where AI saves hours every week. Fixed price. Seven days. Guaranteed.
Onboarding a client should not take 80 hours a month.
When a new client comes on board, your operations team contacts every provider holding their assets. Three to seven life companies and pension providers per client. Each one has different requirements. Some need a signed letter. Some accept an email from the broker. Some have their own forms. Your staff draft individual emails, chase responses that take anywhere from 5 to 60 days, and track everything manually. A firm onboarding 10 to 15 clients a month is running 50 to 75 concurrent transfer of agency workflows at any given time. That is 40 to 80 hours a month of operations capacity, consumed by repetitive correspondence.
On top of the transfer workload, your firm runs 6 to 10 systems that do not talk to each other. Salesforce, Voyant, Advisory AI, your back-office platform, DocuSign, SharePoint, and the various provider portals. The same client data gets entered into four or more of these systems during onboarding. There is no single view of where a client sits in the process. When an adviser asks operations for a status update, someone has to check an inbox, a spreadsheet, and a portal before they can answer.
Then there is compliance. CBI Consumer Protection Code documentation. GDPR obligations. AML and KYC checks. MiFID II requirements. Each of these creates manual reporting and record-keeping overhead. Your operations team handles all of it, and when they are stretched, client experience suffers. Advisers wait. Clients wait. Provider responses get missed.
The problem is not that your team is slow. The problem is that the work is structured in a way that makes speed impossible.
AI Operations Assessment for Financial Advisors
A structured assessment of your advisory operations that identifies where AI delivers measurable results. We look at your transfer workflows, system integrations, compliance routines, and team capacity. You get a prioritised roadmap with costs and timelines.
If the assessment does not identify opportunities worth at least 10× the fee, you pay nothing. For a firm running dozens of concurrent transfers and re-keying data across multiple systems, the savings are typically clear within the first discovery session.
We review processes. We do not access client records, PPS numbers, or financial data. Everything stays in your environment.
How it works
Questions from financial advisory firms
Yes. We assess your compliance workflows alongside your operational processes. The roadmap identifies where AI can reduce the manual burden of Consumer Protection Code documentation, AML/KYC checks, and regulatory reporting, while keeping human oversight where it matters. Every recommendation is designed to work within your regulatory obligations.
CRM vendors sell you more features inside their platform. We look across all your systems and processes to find where the real time savings are. Often the biggest opportunities sit in the gaps between systems, like the manual work that happens after a Salesforce entry is created or before a provider email gets sent. We are independent and vendor-neutral. Our recommendations are based on what your firm actually needs.
We review your processes and workflows. We do not extract, store, or process your client data. We do not access client records, PPS numbers, or financial information. Everything stays in your environment. Each engagement is covered by a formal service agreement.
Then you do not pay. If the assessment does not identify opportunities worth at least 10 times the fee, you pay nothing. For a financial advisory firm running 50 or more concurrent transfer workflows, the opportunities are typically obvious within the first hour of discovery.
The roadmap includes estimated costs and timelines for each recommendation. Some firms implement independently. Others ask us to build the solutions. Implementation projects are priced on the deliverable, and scoped from the assessment findings. There is no obligation either way.
Any Irish financial advisory firm, wealth management practice, or insurance brokerage with at least a few client-facing advisers and an operations team handling onboarding and transfers. If your operations staff spend significant time on transfer of agency correspondence and manual data entry across multiple systems, the assessment will find value.
Your operations team deserves better tools.
If your firm is spending serious hours on transfer of agency correspondence, re-keying client data across systems, and managing compliance documentation manually, the assessment will show you exactly where AI fits. We have sat in your operations meetings. We understand the constraints. And we build for regulated firms, not around them.
Currently booking assessments for May 2026.