MonAI
Private
5 members
Free
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).
