Client intelligence you can prove.
FinPrint is a glass-box AI system for UK advisers to business-owning high-net-worth clients. Every figure is auditable. Every calculation is transparent. The adviser owns every choice before a client sees it.
Most advisers use it to win new clients. It earns that trust because nothing in it is a black box.
Built for one client, in depth
FinPrint is built for a single niche: UK business owners with high net worth. The frameworks, report sections, formulas and knowledge base are specific to that world, not a general model asked to guess at it. That focus is why the intelligence holds up.
It turns the little you know about a prospect into a complete, verified picture, ready before you sit down.
The system proposes. The adviser disposes.
FinPrint drafts a blueprint for each client. It selects the niche frameworks, report sections and formulas that fit, and writes them into a payload you can open. You inspect it, you edit it, and you own every choice in it.
The AI never has the last word. It assembles a draft from a library we built and you can inspect, and the licensed professional decides what stays. The reasons for what a client sees sit with you, not the machine.
Every figure verified. No silent failures.
Every figure is number-checked, so a figure is confirmed, not assumed. Every source is attributed. Every step sits in a full audit trail. FinPrint is built for a supervised industry, and it shows its working.
That is the compliance footing an FCA-regulated firm needs, produced within two hours of the meeting.
See the full architecture on the Client Intelligence Engine page.
What each engagement produces
A governed pack, built for the meeting:
- A client-facing report, written for the client to read and hold
- A numbers audit, so every figure traces back
- An information sources review
- An external sources review
- The blueprint, your record of what went in and why
- A warnings file, raising what the numbers say you cannot miss
The warnings file is a validation engine's output, not a checklist. It checks the figures against the client's real position and flags what will not reconcile: tax under-declared, lifestyle spending the numbers cannot support, an exposure nobody has priced. An adviser is seldom sued for being wrong. They are sued for missing what they should have seen.
It does quiet double duty, since it also gives you a reason to re-engage a lead that has gone quiet.
Most advisers use it to win clients
Winning clients is the common use, and the report works at every stage of the conversation:
Before.
Prospects have heard the same pitch from everyone and hold back until they feel seen. FinPrint hands them insight before the first meeting, so you walk in trusted, before you have made your case.
During.
The report frees you to listen. It anchors the real motivator, the ambition to protect and grow, at the centre of the conversation.
After.
Warm leads cool when nothing gives them a reason to re-engage. A follow-on report, run with real numbers and fresh market data, gives you one in a single email.
The offer
The two-report pack.
The two-report pack is £12,000, with additional reports at £500 each. Verified, governed and produced within two hours of the meeting.
Work a different niche?
FinPrint is built for UK business-owning high-net-worth clients. If your firm works a different niche, we can build one to order. Ask, and we will scope it with you.
See what a prospect would receive
The quickest way to understand FinPrint is to see a sample report for a profile that matches your work, then talk it through.
Request a sample report