Financial services
Preparation done properly, decisions still yours.
Advice firms, brokers and finance teams run on preparation, evidence and records. That is exactly the work that gets squeezed.
A calm, daylight advisory office with paperwork organised
What gets in the way
The week disappears here.
Annual review packs assembled manually every cycle
Suitability and file notes written days after the meeting
Reporting pulled together from too many places
Client questions waiting while someone finds the file
Workflows
Jobs you can hand over.
Each one is a piece of work with a clear finish line, prepared for your review.
Review preparation
Assemble a review pack with holdings, changes and open questions.
File notes
Turn meeting notes into a clear, complete record ready for checking.
Client correspondence
Draft replies that stay within your approved language.
Reporting
Produce recurring management reports from your own numbers.
Document checks
Flag missing documents and gaps before a case goes forward.
Research summaries
Summarise product or market information into a usable brief.
Onboarding admin
Prepare packs and checklists so nothing is chased twice.
Renewals and diarising
Keep dates, reviews and follow-ups visible ahead of time.
Ask like this
Say it the way you'd say it.
“Prepare next week's review packs and list what is missing”
“Turn these meeting notes into a complete file note”
“Build this month's management report from our own figures”
Controlled action
Where IrisKey steps in.
Nothing regulated is sent without the named adviser's explicit approval
Every prepared document keeps a record of who approved it and when
IrisKey.ai™
Authority before autonomy.
Capable AI is not enough. Before anything consequential happens — money moving, a message going out, a record changing — IrisKey confirms who is asking, what they may do, and whether a human needs to approve it.
Identity
Who is actually asking for this.
Permission
Whether they are allowed to ask for it.
Authority
Whether it can be done without a person signing off.
Verification
A record of what was checked, and by whom.
Held for approval
“Send the supplier the revised terms” — drafted, verified, waiting on you.