Compliant enquiry intake for a regulated advice firm
More enquiries were captured without crossing advice boundaries.
41after-hours enquiries captured in the first month
96%enquiries logged with consent status and source
Solutions
AI automation for mortgage brokers and regulated advice firms
Blash AI is the artificial-intelligence division of Blash Advisory, a London-headquartered corporate finance and advisory firm building AI automation for mortgage brokers and regulated advice firms across the UK, EMEA and the Far East.
Regulated advice carries heavy document handling and a duty to evidence every step. We cut the re-keying and chasing while keeping a clean audit trail throughout.
Book an AI audit → Where the time goes
- Client documents read and classified by hand
- The same data re-keyed across case progression
- Chasing and internal handoff with no clean record
What we build
- Document intake and classification
- Re-keying reduction across case progression
- Adviser-grade chasing and reminders
- Internal handoff with a clean audit trail
- Controls, monitoring and audit trails on every step
Start here
Document intake and classification, less re-keying across case progression, and adviser-grade chasing and internal handoff with a clean audit trail.
Recommended build: Core Workflow Setup, with approval steps and audit trails built in. See the builds →
Questions
Can AI be used in a regulated advice firm?
Yes, with the right controls. We build approval steps, monitoring and audit trails so the system can be defended to a regulator.
How much re-keying can it remove?
Sector benchmarks put the reduction at up to 70% once document intake is automated, depending on your systems.
Do we keep an audit trail?
Yes. Every action is logged with the basis for it, so case progression is fully evidenced.
Other solutions
Trades and home services →
For a trades business the owner is usually the bottleneck on enquiries, and a missed call is a missed job. We answer every enquiry, qualify it, and book the next step.
Estate agents and lettings →
In property the first agent to respond usually wins the instruction. We acknowledge every portal enquiry instantly, triage it, and route the viewing or valuation.
Accountants and bookkeepers →
Accountancy runs on chasing, drafting and document handling. We remove the repetitive parts so fee-earners spend time on advice, not admin.
Recruitment agencies →
Recruitment loses hours to scheduling, follow-up and CRM admin. We automate the coordination so consultants spend time with candidates and clients.