What would you do with hours back every week?
For one growing UK advisory firm, this stopped being a “nice to have”. They needed a repeatable way to prepare for reviews and process client documents without burning out the admin team.
This is an anonymised example of what changes when review prep becomes a workflow: upload, click, approve, send.
Real results from real people: UK advisory firm admin staff using MonAI's on-premises AI system to process pension transfer documents in their office
The Problem: Drowning in Manual Data Entry
Before MonAI, the firm faced the same challenge that plagues most growing advisory firms: manual document processing was consuming massive amounts of time and threatening their ability to scale.
The Situation:
- •Admin tasks taking ages: Every pack required manual reading, copying, and re-formatting
- •Bottleneck in growth: The firm couldn't take on more clients without hiring additional administrative staff
- •Hiring costs looming: Adding headcount is expensive (and doesn’t fix consistency)
- •GDPR concerns with cloud AI: Tools like ChatGPT required uploading sensitive client documents to external servers—a compliance nightmare
The Managing Director, knew something had to change. The firm was at a crossroads: hire more staff to handle the administrative burden, or find a way to work smarter.
The Solution: On-Premises AI Automation
After evaluating several options—including cloud-based AI tools and traditional document management systems—the firm chose MonAI for three critical reasons:
GDPR Compliant
Data never leaves their office. Hardware processes everything locally. Zero cloud risk.
Quick Setup
Just a 2 hour installation of local hardware. No IT expertise required.
Built for UK Advisors
Designed around real advisory workflows like annual review prep and structured client document processing.
The implementation was straightforward. MonAI delivered hardware to the firm's office, set everything up in 2 hours, trained the team on drag-and-drop document processing, and ensured everything worked before leaving.
The Results: Faster Throughput and Consistency
What Changed
Less manual hunting
Admins stopped digging through long documents to rebuild the same prep pack over and over.
One clean prep output
A repeatable document structure made prep consistent across the team.
Calmer meeting prep
Less last-minute scramble right before the adviser meeting.
Human control stays
Outputs are reviewed and approved before they’re used or sent.
How They Use MonAI Daily
Pension Transfer Forms
Upload provider statements and supporting PDFs. MonAI drafts a structured internal prep output so admins aren’t rebuilding the same pack manually every time.
Annual Client Reviews
Upload a client record and supporting documents, then click once to generate a clean annual review prep document (summary, key changes, and meeting questions).
Compliance Documentation
Standardise internal outputs so they’re easier to review, store, and send — without removing human oversight.
The Business Impact: Scale Without Hiring
The most significant impact hasn't just been the time savings—it's what the firm can now do with that time.
With 35 Extra Hours Per Week, The Firm Can:
- Take on more clients without administrative bottlenecks
- Focus on client relationships instead of data entry
- Improve service quality with faster turnaround times
- Maintain compliance without sacrificing efficiency
The investment in MonAI is designed to be far less than hiring additional admin headcount, freeing up capacity to take on more clients without adding roles.
Could This Work for Your Firm?
the firm is a real UK advisory firm, not a special case. They process the same types of documents you do: pension transfers, client questionnaires, annual reviews, compliance forms.
You're a Good Fit for MonAI If:
- →You process pension transfers, client records, or annual reviews regularly
- →Manual data entry is consuming hours of your week
- →You need GDPR-compliant document processing
- →You want to scale without hiring more admin staff
- →You're looking for proven results, not experimental technology
See It Working With Your Documents
We offer a free 15-minute demo where you can bring your actual documents and watch MonAI process them in real-time. No sales pitch. No commitment. Just a live demonstration with your files.
What You'll See in the Demo:
- 1.Upload your documents (pension forms, client questionnaires, etc.)
- 2.Watch MonAI extract data automatically from your actual files
- 3.Ask questions and see the AI find answers with source references
- 4.Calculate your ROI based on your specific document volume
Every week you wait is more admin time lost to manual prep. Teams who switch often wonder why they didn’t do it sooner.
This isn't about replacing your team. It's about giving them superpowers. MonAI handles the tedious data extraction, and your staff focuses on what they do best: building client relationships and growing your business.
Ready to transform your practice like the firm did? Book a demo and see it working with your own documents.