AI automation for financial and professional firms
AI automation agency for UK regulated firms
Most automation agencies will connect anything to anything. We focus on one question: where does your firm lose clients and hours between the first enquiry and the signed engagement?
Book a CallNewGenTech is a UK AI automation agency, registered in London and working with firms across the country. An AI automation agency designs and builds systems that take repetitive work off your team: answering and qualifying new enquiries, booking meetings, chasing documents, sending reminders and moving information between the tools you already use. The difference between a useful agency and an expensive experiment is knowing which of those jobs actually constrains your firm, and building only what fixes it.
We work exclusively with firms where the work is regulated and the relationship is personal: accountancy practices, financial advisers, wealth managers and law firms. That narrow focus matters. The questions a prospect is asked, the point at which a qualified person must take over, the record that has to exist afterwards and the language a website is allowed to use all differ from a typical small business, and generic automation built without that knowledge tends to create risk faster than it saves time.
Problems we are usually brought in to solve
Enquiries go cold before anyone replies
The firm generates interest through referrals, search and reputation, then loses a share of it in the gap between the enquiry arriving and someone having time to respond. This is usually the highest-value fix available and the first thing we look at.
Senior people do administrative work
Partners and advisers book their own meetings, chase their own paperwork and re-key the same client details into several systems. The work is necessary, but nobody qualified should be doing it, and it scales badly as the firm grows.
Tools do not talk to each other
Website, calendar, CRM, practice software and email each hold part of the picture. Staff copy information between them by hand, mistakes creep in, and nobody can see at a glance where a prospect or client stands.
Previous automation attempts stalled
Many firms have tried a chatbot plugin or a workflow tool that was set up once and quietly abandoned. The issue is rarely the software. It is that nobody mapped the process first or owned the system after launch.
What we build
Websites that qualify and book
A site that states clearly who you help, answers the questions prospects actually have, asks the right qualifying questions and lets a ready client book directly. It is the front of every system we build, because it sets the quality of everything that follows.
AI receptionist and instant response
Calls and web enquiries answered at any hour by an assistant scripted with your triage questions, which books qualified prospects and passes your team a summary. Nothing an enquirer says goes unrecorded or unanswered.
Follow-up, chasing and reminders
Automated sequences for the routine communication that fills a working week: nudging prospects who went quiet, requesting outstanding documents, confirming meetings and prompting annual reviews, each stopping the moment the client responds.
Onboarding to the compliance gate
Engagement letters, identity documents and the information your checks require, collected in order and stored properly. The process stops at the point where a qualified person must make a judgement, and hands them a complete file.
How an engagement runs
We start with a call to map your enquiry-to-client journey and find where it leaks. We then design your homepage first, and you only commit to the full build if you are happy with it. Build and integration follow in stages, connected to the software you already run, and after launch we monitor the system and report on what it is doing so it does not become another abandoned tool. You can see examples of our own builds, including Bloom Finance Terminal and BusinessOS, on our projects page.
Automation that respects the regulator
Everything we build follows one rule: automation handles the administration around professional work, never the judgement itself. Systems do not give tax, legal or financial advice, do not decide suitability and do not complete regulatory checks on their own. They gather information, sequence steps and evidence what happened, which is exactly what a supervisor wants to see.
Data protection is designed in from the start, with lawful bases documented, retention periods set, and consent handled properly for analytics and marketing. Website copy is written with your regulator's rules on financial promotions and professional descriptions in mind, rather than borrowed from firms in other industries.
Common questions
How is an AI automation agency different from using Zapier ourselves?
Tools like Zapier are excellent plumbing, and we often use similar platforms underneath. What a firm usually lacks is not the tool but the time to map the process, decide where a person must stay involved, build it reliably and maintain it. We take responsibility for that whole job, including what happens when something changes later.
Do we have to change our software?
Almost never. We connect to the practice management, CRM, calendar and bookkeeping systems you already use. Replacing core systems is disruptive and rarely necessary, and if we ever believe a change genuinely is worthwhile we will explain why and leave the decision with you rather than building it into our proposal.
How long does a typical project take?
It depends on scope. A website with booking and an AI receptionist is a much smaller project than full onboarding automation across several systems. We stage the work so the highest-value piece, usually enquiry response, goes live first and starts paying back while later stages are built, and we agree the timeline after the initial mapping call.
We are FCA regulated. Is automation appropriate for us?
Yes, provided it stays on the right side of the line. Automation suits scheduling, reminders, information gathering and record keeping, all of which support Consumer Duty evidence rather than undermining it. It is not appropriate for anything resembling advice or suitability decisions, and we design every system so those always remain with a qualified person.
Are you an AI agency in London, and do you work with firms elsewhere in the UK?
NewGenTech is registered in London and works with firms across the UK, whether they are in London, Manchester or anywhere else. Projects run remotely through video calls, shared drafts and staged releases, so location rarely matters. Where it helps, we can meet in person, and we set up local search properly for the areas each firm genuinely serves.
Why only regulated firms?
Because the details matter. Knowing which questions a prospective client of an accountant or adviser should be asked, where the compliance boundary sits and what a firm is allowed to say about itself online is specialist knowledge. Focusing on this group lets us build faster and more safely than an agency that serves every type of business.
The NewGenTech guarantee
We design your homepage first.
You only pay if you love it.
Tell us about your firm and we will show you what your new site could look like, before a single invoice.
- No cost to start
- No obligation
- Live in seven days