We Build

Custom AI Tools

for Financial Services Businesses

We engineer and build practical AI solutions specific to your needs- from tailor made chatbots to complex automations that leverage the latest in AI technology.


Supercharge Your Business Operations with

Expert Insight on AI & Automation

A free consultation provides you with the invaluable opportunity to gain clarity on the complexities of your legal situation. Our experienced professionals will analyze your case, offering insights that help you understand the nuances of the legal process, potential challenges, and viable solutions.

Supercharge Your Business Operations with AI

At Demystify AI, we offer full-stack AI development and setup and manage end-to-end AI services tailored to your specific business needs. From creating scalable AI systems to automating workflows, we prioritize your business efficiency.

Custom GPT Chatbots

We utilize AI models like ChatGPT trained on your business data. Our chatbots handle basic queries and manage complex flows and tasks, such as booking appointments. Perfectly integrated with your existing systems, they reflect your brand voice and provide 24/7 AI customer support.

Internal AI Tools

Revolutionize your internal tools with our AI customization services. We integrate Large Language Models (LLMs) with your existing tech-stack, workflows, and data, creating powerful, tailor-made applications that enhance decision-making, automate complex tasks, and unlock the value hidden in your data assets.

Custom GPT Chatbots

Streamline your operations like never before with our repetitive task automation services. Eliminate the need for manual tasks, significantly increasing your operational efficiency, reducing errors, and freeing up your team to focus on strategic areas.

Need a custom solution?

Connect with us today for a complimentary consultation! Discover how our AI & Automation team

can create practical, AI solutions customized to your specific business needs.

Implementing Prebuilt AI Solution

Appointment Setter

AI models trained on your business data to leads qualification and booking appointments into your teams diary.

Meeting CoPilot

Make your meetings really powerful, let AI provide meeting summaries, key action points and save notes to clients record without you lifting a finger

Website Chatbot

Streamline your operations like never before with weebsite chatbots, trained to support any customer enquiry, gather necessary information and transfer to a live person for follow up.

Onboarding Agent

Trained on your business data to handle your onboarding process, capture the Fact Find and to understand clients requirements.

Customer Support Agent


Perfectly integrated with your existing systems, they reflect your brand voice and provide 24/7 AI customer support.

AI Sales Rep (Chat)

Supercharge your sales team with AI trained Sales Rep. Their role is to bring you sales, increase your sales pipeline and free you time to do other important task.

AI Sales Rep (Voice)


Perfectly integrated with your existing systems, they reflect your brand voice and provide 24/7 AI Sales Support. Fully trained on your products and services. Inteligently handle objections and ensure leads are nurtured into potential clients.

Appointment Reminder

Ensure the showup rates for your sales appointment is increased by AI appointment reminder process.

Check-in with leads, qualify if there is any changes to agreed time and reschedule meetings if required.

Database Reactivator

Turn your dead database leads and prospect into sales. Increase your chances to success by resurrecting forgotten leads, remind them of your solution and nurture dead leads to real customers. Mine the gold in your database with AI nurturing system.

Our End-to-End Service

Free Consultation

We begin with an exploratory discussion where we aim to understand your business, its operations, existing technology stack, and key pain points. We also delve into your strategic goals to ensure our solutions align with your long-term vision.

Opportunity Identification

Using our deep understanding of your business, we identify areas where AI and automation can bring significant value. We prioritize opportunities based on potential impact, feasibility, and alignment with your business goals.

Solution Design

Once opportunities are identified, our team of AI experts and developers get to work on designing the right solution. This involves conceptualizing the AI model or automation system, defining how it integrates with existing processes, and planning for scalability.

Development & Testing

We employ agile development practices to ensure rapid and quality solution delivery. Throughout the process, we maintain regular communication with you. Thorough testing is performed to guarantee the functionality and robustness of the solution.

Implementation & Integration

After the solution is fine-tuned and approved, we proceed with its implementation. We ensure seamless integration with your existing systems and workflows, minimizing disruption to your ongoing operations.

Review & Optimization

As your business evolves, so should our solutions. We continuously monitor the performance of our solutions, gather feedback, and optimize them to better serve your needs, in addition to implementating the latest AI technologies as they become available.

Training & Support

We provide comprehensive training to your team, equipping them to effectively use and manage the new tools. Furthermore, we offer ongoing support and maintenance services to ensure your solution continues to deliver optimal results.

Who We Serve

From small business to large organizations, we provide tailored AI consulting for businesses of all sizes.

  • Financial Adviser Business

  • Mortgage Adviser Business

  • Accountant Business

  • Wealth Management Business

  • Insurance Agent Business

  • Small Businesses and Freelancers

  • Service Businesses and Contractors

Contact Us

Customization

We understand that every business is unique, and so are its challenges. Our solutions are custom-built, considering your business model, industry, and specific pain points.

Expertise

With a strong network of full-stack developers, Robotic Process Automation engineers and AI specialists, we have the technical prowess to build sophisticated AI solutions and automations.

Consultancy

From identifying areas that can benefit from AI to implementing the solution and providing support, we are with you every step of the way.

Scalability

Our solutions are designed to grow with your business. As your needs evolve, so can our AI tools and automation systems.

Demystify AI hands-on approach, combined with a deep understanding of our business dynamics, has allowed us to automate numerous cumbersome tasks, increase operational efficiency, improve our customer interactions and increased our sales record.

Mike Baker

Business Improvement Lead

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Frequently Asked Questions

What type of businesses do you work with?

We work with businesses of all sizes and are hyper-focused on the Financial Services sector. This includes Mortgage Advisers, Financial Advisers, Accountants, Insurance Agents, Wealth Managers and other small/medium businesses. Our solutions are tailored to fit your specific business model, industry, and needs.

What type of businesses do you work with?

We work with businesses of all sizes and from various sectors. This includes small businesses, freelancers, professional practices, service businesses, contractors, educational institutions, and e-commerce businesses. Our solutions are tailored to fit your specific business model, industry, and needs.

How does the free consultation work?

Our free consultation is an exploratory discussion where we aim to understand your business, its operations, existing technology stack, and key pain points. We also delve into your strategic goals to ensure our solutions align with your long-term vision. To get started, simply get in touch with us.

What are the benefits of implementing AI in my business?

Implementing AI can streamline your processes, automate routine tasks, and unlock the potential of your data. This can lead to enhanced decision-making, increased efficiency, freeing up your team's time to focus on strategic aspects, and leveraging your data for predictive insights and personalized recommendations.

Can AI be integrated with my current tech stack?

Certainly, our AI solutions can be integrated smoothly into your existing tech stack. We work with a range of software tools and APIs, enabling us to custom-fit AI functionalities into your systems. This can lead to transformative changes, including improved decision-making, streamlined operations, and enhanced customer interactions. Our team guides you through the process, ensuring minimal disruption and helping you understand and utilize the full potential of the implemented AI solutions.

Can you build custom AI chatbots for my business?

Definitely! Our AI Chatbot Development services are tailored to your business needs. We train AI models like ChatGPT on your specific business data, knowledge base, and brand voice to create sophisticated virtual assistants. These chatbots not only interact with users around the clock but also handle complex tasks such as appointment scheduling, all while reflecting your brand identity. They integrate smoothly with your existing systems, elevating the efficiency of your customer service operations.

How much do AI solutions cost?

Our pricing is primarily based on the complexity of the project, the specific AI technologies to be implemented, and the level of customization required. As every business has unique needs, we find it best to discuss your specific requirements during a free consultation. This allows us to provide a detailed quote that accurately reflects the scope and specifications of your project. Please contact us to schedule your complimentary consultation and get a custom quote.

What kind of support do you provide after the AI tool is implemented?

We provide comprehensive training to your team, equipping them to effectively use and manage the new tools. In addition, we offer ongoing support and maintenance services to ensure your solution continues to deliver optimal results. We also continuously monitor the performance of our solutions, gather feedback, and optimize them to better serve your evolving business needs.

Ready to get started? Contact us!

Prefer to talk?

Book a free 15-minute discovery call with us!