Why INTAI

AI Can Save You Time. Can You Show It Is Under Control?

Your team may already be using AI to summarise documents, prepare meetings and draft client communications. Could you explain what information was used, who checked the result and what happened next?

INTAI brings everyday AI work into a controlled process, with human decisions and evidence your firm can review.

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Our mission

Practical AI, Inside Clear Boundaries.

Time

Give advisers more time for clients by reducing repetitive administration.

Boundaries

Keep AI within clear boundaries through permissions, approved workflows and policy checks.

Accountability

Keep people accountable for approvals, changes, rejections and escalations.

Oversight

Make oversight visible through recorded activity and decisions within INTAI.

The business benefit

Spend Less Time Preparing. More Time Advising.

Turn documents into summaries, meeting notes into actions and instructions into drafts ready for review.

Prepare work ahead of tomorrow’s meetings. Organise client information. Give your team more capacity without immediately adding headcount.

Reduce repetitive work.Measure the time released.Keep control of the result.

Savings depend on the task, source information and review required.

An adviser presenting to colleagues
The FCA message

If An AI Mistake Reached A Client, Could You Show How Your Firm Managed The Risk?

Using AI does not remove your firm’s regulatory responsibilities. The FCA applies its existing framework, including Consumer Duty and senior management accountability, to firms’ use of AI. FCA: approach to AI ↗

The FCA’s 19 October 2026 publication highlights clear ownership, meaningful oversight and auditable records. It also warns against excessive reliance on human review and checks that become a tick-box exercise. FCA: AI good practice ↗

Can your firm answer these five questions?

  1. Which AI tools and uses have we approved?
  2. What client information can they access?
  3. Who is responsible for checking their work?
  4. What happens when something goes wrong?
  5. Can we retrieve the record of the decisions made?

Don’t wait for a complaint to discover a gap in your AI controls.

What INTAI helps you do

Bring AI Into The Work Your Firm Does Every Day.

Client summariesFact finds and files turned into a clear summary to check.
Meeting preparationA short pack before each client meeting.
Notes and action listsMeeting notes turned into actions and owners.
Client communication draftsE-mails and letters drafted for you to review.
Missing-information checksWhat a file still needs, before advice starts.
Client files and documentsDocuments held against each client, ready for any job.
Scheduled agent preparationWork prepared ahead of time, waiting for your check.
Review queues and evidenceEscalations, second checks and a record of decisions.

Prepare. Review. Decide. Record.

How INTAI supports your governance

Know What AI Did. Show What Your People Decided.

ControlWhat INTAI provides
Approved useWorkflow permissions and policy checks.
Human decisionsReview, edit, approve, reject and escalate.
Controlled accessRole-based access and data-handling checks.
Clear exceptionsReasons for blocked work and routes for resolution.
Recorded oversightRun details, relevant versions and human decisions within INTAI.

Your firm still needs accountable owners, appropriate supplier checks, staff capability and ongoing monitoring of risks and client outcomes. INTAI supports those arrangements.

Put AI To Work. Put Governance Around It.

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INTAI supports responsible AI use and compliance arrangements. It does not guarantee compliance and is not required or endorsed by the FCA.