INTAI Governed AI · Financial Services Platform

Accountable AI.

One front door for approved AI work. Advisers prepare meetings, summarise fact finds, turn notes into actions and draft client letters in minutes, while the firm keeps control of client data, models, human checks and evidence.

Onboarding our first pilot firms now. Wider availability from January 2027.

Register Interest
The Product

AI That Advisers Use And Firms Can Prove.

INTAI Governed AI is software, running today at app.intai.co.uk with our first pilot firms. Advisers choose a client and an approved job. INTAI gathers only the permitted information from the firm's CRM, removes client identifiers before anything reaches an AI model, and returns a draft for the adviser to check.

Nothing is written to the client file until a person approves it, and every step is recorded as tamper-evident evidence the firm, and its network, can rely on.

INTAI Governed AI adviser portal showing the approved AI tasks

The adviser portal, shown with synthetic demonstration data.

How It Works

Ask. Do. Check. Record.

01 Ask

The adviser picks a client and an approved job, such as meeting preparation or a client letter.

02 Do

INTAI applies the firm's rules, removes client identifiers and then sends the task to an approved model.

03 Check

The draft is validated, then a person must approve, edit, reject or escalate it before anything happens.

04 Record

Only approved work reaches the CRM, and every step is kept as evidence without storing client content.

Three Portals

Built For Advisers, Firms And Networks.

Adviser Get your work done

Approved AI tasks in one place, drafts back in minutes, and a clear record of the time saved.

Firm Keep control without surveillance

Choose workflows, models and permissions, see adoption and time saved, and review only the issues that need you.

Network Assurance across every firm

See governance coverage, training and material risks across all your member firms, without ever seeing routine client content.

INTAI Governed AI firm evidence log with a verified evidence chain

The firm's evidence log, shown with synthetic demonstration data.

Controls Built In

Governance That Operates On Every Task.

Privacy gate

Client identifiers are replaced by tokens before any model sees them.

Approved models only

Each task uses only a model the firm approved for it.

Human check

Nothing reaches the client file until a person approves it first.

Wrong-client guards

Runs pause before any model call if the client looks wrong.

Evidence trail

Every decision is recorded, hash-chained and exportable for audit and review.

Secure by design

Firm separation, multi-factor sign-in and encryption protect every account and record.

Pricing

£1,995 Per Adviser, Per Year.

One simple licence per adviser seat, plus VAT, with the firm administrator's seat included at no extra cost. No set-up fee and no separate charge for the governance features: they are part of every seat. Founding firm terms are available to our pilot firms.

Every adviser seat includes
  • All approved AI workflows, from meeting preparation to client letters
  • The privacy gate and a human check on every draft
  • A connection to your CRM, starting with Salesforce
  • Firm and network oversight, with a full evidence trail and exports
  • Short onboarding videos and in-app guidance for your team

We are onboarding our first pilot firms now, with wider availability from January 2027. Pilot firms start with example clients while their CRM connection and controls are set up, so advisers can try every workflow from day one. Register your interest, or ask for a call and a live walkthrough.

Request A Call
Register Interest
Register your firm's interest.

By submitting this form, you consent to INTAI using the information provided to respond to you. We do not sell your personal information.

INTAI supports firms' record-keeping, Consumer Duty, SM&CR and UK GDPR obligations. INTAI is not authorised, approved or endorsed by the FCA and makes no such claim. Every AI output is checked by a person before it is used.

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