AI Integration Cost UK: What Actually Decides the Price in 2026
What drives the cost of adding AI to a system you already run: what the target platform actually exposes, read versus write access, and where legacy software changes the number.
AI for Financial Advisers & IFAs
Handle Enquiries and Review Administration With Advice Left to Your Advisers
A financial advice firm needs prompt enquiry handling without an automated system drifting into investment recommendations. We build limited phone and website intake, review scheduling and document reminders for UK IFAs and wealth managers. The firm’s compliance team approves the information and escalation rules. Investment advice, targeted support, suitability decisions and complaints decisions remain outside this administrative scope.
The Problem
Where a advice firm loses time and customers
New enquiries and existing clients use the same reception team
A prospective client asking about the firm competes with a client trying to arrange a review. Separate routing and a concise contact record help staff prioritise without collecting a full financial history in an unauthenticated chat.
An administrative answer can drift into a recommendation
The FCA’s perimeter guidance explains personal recommendations on retail investments. Our scope stays with approved information about the firm and meeting administration; product comparisons, investment suggestions and suitability questions go to an authorised adviser.
Targeted support is a separate regulated scope
The FCA’s targeted support framework came into effect on 6 April 2026 and requires the relevant permission. It is not a reason to let an enquiry chatbot suggest investments. We exclude targeted support from this administrative setup and leave any separate proposal to the firm’s compliance process.
Consumer support needs an accountable process
The FCA’s Consumer Duty includes outcomes for products and services, price and value, consumer understanding and consumer support. Logs of intake, handover and follow-up can help a firm review its process, but deploying an assistant does not by itself establish compliance or good outcomes.
What We Build
AI solutions for financial advisers & ifas
AI Phone Answering for Enquiries and Client Calls
Captures minimal enquiry details and arranges an adviser callback or review appointment. It does not conduct a full fact-find, disclose account information to an unverified caller or answer questions about which investment someone should choose.
AI Voice Agents pricing and detailsWebsite Enquiry Chat
Explains the firm’s approved service description and meeting process. A request for a product recommendation, transfer decision or personal financial guidance is routed to a person rather than answered from general model knowledge.
AI Chatbot Development pricing and detailsReview and Valuation Chasing
Sends approved review invitations and reminders to use the firm’s secure document channel. It records whether a task needs staff attention without placing financial statements or identity documents in an open chat.
AI Automation pricing and detailsConnected to Your Back-Office System
We assess authorised interfaces and role-based permissions in the firm’s back-office platform before committing to an integration. Access to client-specific information requires an agreed authenticated workflow; unavailable interfaces use a controlled staff queue.
AI Integration pricing and detailsOutcomes
What changes for your advice firm
- New enquiries separated from existing-client service requests
- Review scheduling and reminders based on approved records
- Recommendations and targeted support excluded from the administrative assistant
- Client-specific information restricted to approved authenticated channels
- Handover and complaints captured for accountable staff follow-up
FAQ
Questions financial advisers & ifas ask us
Can the assistant recommend investments or providers?
No. This setup handles administration and approved general information about your firm. It does not recommend a product, suggest a pension transfer, assess suitability or tell a client what to buy, sell or hold. Those requests go to your authorised advisers.
Does this include the FCA’s targeted support regime?
No. Targeted support is a separate regulated activity requiring the relevant FCA permission. The framework began on 6 April 2026. Your compliance team would need to assess any separate targeted-support project; it is not switched on within an enquiry or review-scheduling assistant.
Does deploying this prove Consumer Duty compliance?
No. It can provide records of enquiries, transfers and follow-up for your team to review. Your firm remains responsible for testing the service, supporting vulnerable clients and demonstrating appropriate outcomes. We agree escalation and monitoring requirements with your compliance lead.
What happens with complaints or account-specific questions?
A complaint is captured and routed to your complaints owner without a promised resolution. Account-specific requests require your approved identity checks and secure channel. The assistant does not expose portfolio details, issue a final complaint response or decide compensation.
What does an advice firm need to provide?
An approved description of services, a compliance owner, meeting rules, secure contact routes and details of the back-office system. We begin with a limited workflow such as new-enquiry callbacks, agree acceptance tests and provide a fixed quote after a free discovery call.
Guides for financial advisers & ifas
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Before You Get In Touch
What you can hold us to
Review our own live products, check our company registrations and read the commitments that shape a project. These give you concrete work and clear terms to discuss before booking a call.
Our own product
Writford
A workspace for UK legal firms connecting cited research, matter records, time recording and billing. The research workflow keeps source checking and professional review with the solicitor.
Explore WritfordOur own product
Let AI Browse
Tools for connecting shopping assistants with storefront product, cart and checkout actions. Its WordPress and storefront integrations show the kind of connected web workflows we build.
Explore Let AI BrowseRead the LetAIBrowse case studyWhat the discovery call actually is
Thirty minutes, free, no obligation and no salesperson. You describe what is costing you time or customers, we ask about the systems involved, and you leave with an honest view of whether this is worth doing. We regularly end that call by saying the tool you already pay for covers it.
You own the result
The code, the repository and the accounts are set up in your company name rather than ours, and they are yours on completion and full payment. Nothing runs on infrastructure we control, so ending the relationship does not end the thing we built.
A fixed price, never a day rate
Every project is quoted as a fixed price with a written scope after the call, so an over-run is our problem rather than yours. If the scope changes, we say so and re-quote before doing the work, not after.
Where your data sits
In the UK or EU, under a data processing agreement, kept only as long as you specify. Any model provider we rely on is named as a sub-processor rather than left implicit, and we will tell you plainly where something you have asked for would put a commitment of yours at risk.
What happens when it goes wrong
Agreed before launch rather than negotiated during an incident: what is covered, how quickly we respond, and what counts as new work. Every build has a defined escalation to a person, because the failure that costs you is the one nobody noticed.
Two things you can check
Big Berri Limited is registered in England and Wales, company number 16562429, and registered with the Information Commissioner's Office under reference ZC119995. Both are public registers. Look us up rather than taking our word for it.
See what AI would do for your advice firm
A free 30-minute discovery call. We map where you lose time and customers today, and give you a fixed price for fixing it.
Book a Free Discovery Call