MonAI

UK Financial Adviser/IFA/solo practitioner? Want to reclaim 35+ hours/week and avoid £25k+/

year in admin costs—without hiring more staff?

MonAI is a private (on‑premises) AI workflow system built for regulated environments. GDPR-

first: your data stays in your office. Automate document-heavy work (pension transfers,

CFRs, fact-finds, annual reviews) without uploading client data to generic cloud AI tools.

Inside you get:

• Free ROI Calculator

• Workflow‑first Automation Blueprint

• Templates + checklists (PDF → fields → outputs)

• Weekly office hours with Taylor (founder)

• Proof vault (anonymised examples + what worked)

We help with strategy, implementation/adoption, workflow optimisation, and compliance

posture (evidence you can verify).

Click JOIN, grab the ROI calculator, then post your #1 bottleneck (no PII—use redacted/dummy

docs).