Governed AI For Advisers, See It Working.
Ask in plain English. INTAI does the job, hides client names from the AI, and puts a checked draft in front of a person. Nothing reaches a client until it is approved.
See Exactly What Your Advisers Will Use.
This is the INTAI adviser platform, running on made-up clients. Open it, ask for a fact-find summary, check the draft and approve it. Switch to Firm admin or Compliance to see their side.
Ask. Do. Check. Record.
Every Request Checked, Approved And Recorded.
The adviser works in INTAI. The AI works behind INTAI. Each request goes through the same four steps, with no way round them.
Plain English, Not Forms
One box, typed or spoken. INTAI works out the job, the client and the files.
Governed, Not Guessed
Firm policy is checked and client details become tokens before an approved model sees anything.
Approved, Not Assumed
A person reads every draft. Nothing goes to a client or a business system until they approve.
Evidenced, Not Claimed
Every step is hash-chained evidence. Firms and networks see counts, never client content.
Built For UK Financial Advisers.
The demo is the real INTAI adviser platform: the same pages, buttons and checks your team would use, with made-up clients and nothing sent anywhere.
- One sentence does the job: summaries, gaps, chasers, letters, meeting packs.
- Client names are hidden from the AI before every call.
- Only approved, EU-hosted, zero-retention models are used.
- A person approves every draft; advice drafts need a second person.
- Every step is evidence, ready for compliance and the FCA.
- Firm and network views show counts only, never client content.
The Screens Your Team Will Use.
From the demo platform. Each one opens in the demo so you can click around.
One Sentence Does The Job
INTAI picks the job and the client’s files, hides names from the AI and shows each step.
Check And Approve
The draft, what INTAI checked, and what approving will do, side by side.
Approved And Recorded
The approved version is kept with a fingerprint that matches the evidence.
Every Client’s Documents
Files held against each client, ready for any job without uploading again.
Never Picks The Wrong Client
An unknown name stops before the AI. INTAI never guesses another client.
Review Queue And Evidence
Escalations, second checks and the evidence log in one place.
See Exactly What The AI Sees.
Type anything on the left. Names, NI numbers, dates of birth, addresses, phone numbers, e-mail and bank details become tokens before the AI call. INTAI puts the real values back afterwards.
Ready To Move Forward?
Book a live walkthrough with your own workflows, or ask about a pilot place.