AI agents for financial services with the governance the FCA expects
The FCA's January 2026 review made it clear: firms using AI need governance, audit trails, and oversight. TaylinAI delivers all three.
The compliance gap
Your advisers and analysts are already using AI tools to draft client communications, research products, and summarise regulatory guidance. They're doing it through consumer tools with no audit trail and no data controls.
The FCA expects firms to demonstrate they understand how AI is being used, what data it's processing, and how decisions informed by AI are being supervised. Consumer Duty means you can't hide behind "we didn't know" — you need to show you're governing AI usage actively.
Blocking AI tools puts your firm at a competitive disadvantage. IFAs and brokers who use AI effectively process more cases, respond faster, and deliver better outcomes. The answer is governed adoption, not prohibition.
How TaylinAI solves it
TaylinAI gives your firm a governed AI workspace where every interaction is logged, every sensitive query is routed through approval, and every model output is traceable back to the user and the input that generated it.
Build agents that search your product databases, summarise regulatory changes, and draft compliant client communications — all within a platform your compliance officer can audit from a single dashboard.
What you can build
Client portfolio research
Search across product databases, fund factsheets, and regulatory guidance. Get answers grounded in your firm's approved data sources, not the open internet.
Compliance document search
Instantly find relevant regulatory guidance, internal policies, and compliance procedures. No more digging through SharePoint folders or outdated intranets.
Claims triage
Route incoming claims to the right team based on type, complexity, and urgency. Reduce first-response times and ensure nothing falls through the cracks.
Governance built in
Full audit trail — every prompt, every response, every user
Approval workflows for sensitive financial data queries
PII detection before client data reaches the model
Cost control with token budgets and alert thresholds
UK data residency — Azure UK South
Microsoft Entra ID SSO — integrates with your existing identity provider
From £75/month
Governance included on every plan. No per-user fees that scale out of control. 30-day free trial, no credit card required.
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