Who we work with/Financial advisers
AI agents for advice firms
Agents that brief the adviser before a review, draft the file note and a first suitability report afterwards and pull provider responses into your schedule, then stop for the adviser to approve. Built in your own Microsoft 365.
FiveForward builds AI agents for UK financial advisers inside the firm's own Microsoft 365: a brief before the review meeting, the file note, fact-find updates and a first draft of the suitability report afterwards, provider responses extracted into your schedule and onboarding checks, with the adviser approving throughout.
Advice firms sit on exactly the work agents are built for: long client histories, meeting notes, review packs, provider correspondence and the constant search for the right document. The same firms carry FCA obligations, Consumer Duty expectations and some of the most sensitive personal data any business holds.
So the agents prepare rather than advise. They start when a review is in the diary, when a meeting ends or when a provider's response arrives, do the preparation and filing in your own Microsoft 365, then stop for the adviser. The agent prepares, the adviser advises.
The recommendation and the reasoning behind it never move away from the adviser. Paraplanners and administrators get the admin taken off them too, with approval points on every agent.
Run an accountancy firm? The accountancy page has the detail: six accountancy agents, what starts each one and where your team approves.
The agents
Each one does the preparation around the advice, never the advice.
Proof
Both builds are from accountancy firms. Here's where the same pattern fits yours.
Case study · Client acceptance
Letters generated from a form into controlled Word templates, so the responsible person reviews rather than drafts. The same pattern applies to client agreements and routine review correspondence in an advice firm.
Case study · Accountancy
Incoming letters read, matched to the right client and filed, with exceptions sent to a person. Provider correspondence in an advice firm is the same intake problem.
What to watch
Your data and who approves
You decide what each agent may do on its own and where a person has to approve. By default, anything that goes to a client or raises a bill waits for one of your team.
Agents are built in your own Microsoft 365, and your own Azure subscription where a job needs it, not on our servers. We don't host your data.
An agent your team talks to only sees what the person using it can already see.
Agents that run on their own use a dedicated service account. Its access is limited to the mailboxes, folders and systems the job needs, agreed with you in advance.
Every run is logged: what came in, what the agent did and who approved it.
Microsoft's own usage charges, such as Copilot Credits, are billed by Microsoft to your firm, separately from our fees. All prices exclude VAT.
Rather your own team learned to do more of this themselves? Training is hands-on and built around your firm's own processes, from using Copilot in day-to-day work through to building their own agents, with no Discover needed first.
Further reading
Other sectors
Six accountancy agents for the admin every practice shares: WIP and billing, client checks, meeting notes, records chasing, onboarding and VAT review. Each one waits for one of your team to approve.
Agents that start on their own when a new matter opens, a meeting ends or post arrives, do the checking, drafting and filing, then stop for the fee earner to approve. Built in your own Microsoft 365.
Agents that start on their own ahead of a renewal date, when a risk is ready for market or a claim goes quiet, do the preparation and chasing, then stop for the broker to approve. Built in your own Microsoft 365.
Agents that start on their own when an email arrives, a meeting ends or a report is exported, do the checking, drafting and filing, then stop for one of your team to approve.
Next step
A free 30-minute call with James. No pitch and no obligation.
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