Agency
Agentryx
Manchester-founded builder of custom software, automation and AI that connects acquisition, sales and operations.
- Workflow automation
- AI agents
- AI chatbots
- +3 more
Listed
AI automation for financial services
Advice and broking firms carry heavy admin around onboarding, documents and follow-ups. Here is what UK financial services firms commonly automate, published starting prices, and the agencies in our directory that mention financial services.
What financial services businesses commonly automate
Based on the services the agencies below describe on their own websites. Start with the one job that costs you the most time.
1
Client onboarding
Fact-find forms, document requests and reminders are sent and tracked automatically, so files are complete sooner.
Workflow automation agencies →2
Document processing
Details are pulled from statements, payslips and ID documents into your systems, with a person checking the results.
Document processing agencies →3
Lead handling and call answering
New enquiries are answered, qualified and booked in, by phone or chat.
Guide: AI receptionists →4
CRM and pipeline
Cases, renewals and review dates stay up to date in the CRM, with reminders to the team.
CRM automation agencies →5
Meeting notes and reports
Meetings are summarised and draft reports produced for an adviser to check and sign off.
AI agent agencies →Worth knowing: The FCA says it does not plan extra AI-specific rules and relies on its existing rules, so those still apply when your firm uses AI tools with clients. Check how any tool fits your record keeping, client communications and data protection duties. Source: FCA: AI and the FCA, our approach (updated 2 October 2026). See our UK GDPR checklist for AI tools.
What it costs: published starting prices
Starting prices that 11 agencies in this list publish on their own websites, as shown when we last checked (11 October 2026, 17 October 2026, 27 October 2026). They are starting points, not quotes, and scopes differ: ask for the full cost including setup, monthly fees and usage. For the wider picture see our guide to AI automation costs in the UK.
These are each agency's general published starting prices, not quotes for financial services work. The same agency can appear on several industry pages.
| Agency | What it offers | Published price |
|---|---|---|
| Crownbot | Bespoke automation for growing businesses, including voice agents, chatbots and back-office workflows built on tools such as n8n and Trigger.dev in the client's own accounts. | Foundation package from £800 |
| Digital Eight | UK-focused, founder-led agency deploying AI sales agents, AI receptionists and other AI agents for businesses on monthly plans. | AI receptionist from £297/month + £1,497 setup |
| Exora Leads | West London SEO and Google Ads agency that also offers AI automation, CRM automation and AI agent services. | Pilot packages from £299 |
| Fifty One Degrees | UK and US AI consultancy that embeds senior engineers to build production AI, aiming for a working proof of concept in two to four weeks. | Proof of concept typically under £15,000; Claude implementation packages from £25,000 |
| flowio | Glasgow-headquartered AI automation agency with an Edinburgh presence, building n8n workflows, custom AI agents and voice agents for UK SMEs. | From £750 per workflow |
| Helmstone AI | Ilkley-based AI and automation consultancy for UK SMEs, using tools such as Make and self-hosted n8n. | Workflow audit from £750 |
| HeyBRB | AI automation consulting for UK small businesses that starts with a paid assessment and moves on to targeted automation builds. | AI assessment £499; automation £1,500 to £3,000; AI agents £5,000 to £10,000+ |
| Northern Digital | Founder-led Sunderland digital marketing agency whose services include AI automation, chatbots and CRM tooling. | Northern AI Suite (CRM, email, booking and automation) from £65/mo to £350/mo |
| Softomate Solutions | Stanmore-based agency building AI chatbots, voice agents and receptionists, GoHighLevel CRM setups and custom software for UK businesses. | GHL receptionist setup from £2,000 |
| The Voice AI Agents | Voice AI agency for UK businesses covering inbound call handling, outbound calls, appointment booking and lead qualification. | From £1,000 |
| Westcountry AI | Exeter-based builder of AI admin tools, outreach agents and bespoke CRMs for independent businesses in the South West. | From £750 |
Source: each agency's own website, linked from its profile. Prices may have changed; confirm directly.
22 agencies that mention financial services
Every agency in our directory whose own website or public profile mentions financial services, A to Z. A mention is not proof of experience in your sector, so ask for examples. Listing is not an endorsement.
Agency
AI Automation Studio
AI operations automation for UK companies with 100 to 1,000 staff, with a focus on manufacturing, food, packaging and chemicals.
- Workflow automation
- AI agents
- AI chatbots
- +4 more
- Make
- Zapier
- HubSpot
- Salesforce
- +3
Listed
Consultancy
AI for Business Northern Ireland
Reviews onGoogle
Belfast agency offering AI consulting, automation, training and governance for businesses across Northern Ireland and the UK.
- Workflow automation
- AI agents
- AI strategy & audits
- +1 more
- Microsoft Copilot
- OpenAI
Listed
Agency
Crownbot
Bespoke automation for growing businesses, including voice agents, chatbots and back-office workflows built on tools such as n8n and Trigger.dev in the client's own accounts.
- Workflow automation
- AI chatbots
- Voice agents & AI receptionists
- +3 more
- n8n
- Zapier
- HubSpot
- Salesforce
- +6
Listed
Agency
Digital Eight
UK-focused, founder-led agency deploying AI sales agents, AI receptionists and other AI agents for businesses on monthly plans.
- AI agents
- AI chatbots
- Voice agents & AI receptionists
- +2 more
- OpenAI
Listed
Consultancy
EB Data & AI Solutions
Provides AI-driven automation, data integration and custom application development for growing businesses.
- Workflow automation
- CRM automation
- Marketing automation
- Zapier
- OpenAI
- Shopify
Listed
Marketing agency
Exora Leads
Reviews onGoogle
West London SEO and Google Ads agency that also offers AI automation, CRM automation and AI agent services.
- Workflow automation
- AI agents
- AI chatbots
- +4 more
- n8n
- HubSpot
- Salesforce
- GoHighLevel
- +2
Listed
Consultancy
Faculty
Reviews onGoogle
London AI company working with large organisations and the public sector on AI strategy, decision-support software and applied AI deployments.
- AI agents
- AI strategy & audits
- Custom AI software
- OpenAI
Listed
Consultancy
Fifty One Degrees
Reviews onGoogle
UK and US AI consultancy that embeds senior engineers to build production AI, aiming for a working proof of concept in two to four weeks.
- AI agents
- AI chatbots
- Voice agents & AI receptionists
- +3 more
- OpenAI
- Claude
Listed
Agency
flowio
Glasgow-headquartered AI automation agency with an Edinburgh presence, building n8n workflows, custom AI agents and voice agents for UK SMEs.
- Workflow automation
- AI agents
- AI chatbots
- +5 more
- n8n
- Make
- Zapier
- HubSpot
- +6
Listed
Consultancy
Formulaic
Builds production AI systems for professional services firms in the UK and US, working through audit, build and embedding phases.
- Workflow automation
- Voice agents & AI receptionists
- AI strategy & audits
- n8n
- Xero
- OpenAI
- Claude
Listed
Consultancy
Helmstone AI
Ilkley-based AI and automation consultancy for UK SMEs, using tools such as Make and self-hosted n8n.
- Workflow automation
- AI chatbots
- CRM automation
- +3 more
- n8n
- Make
- Zapier
- HubSpot
- +6
Listed
Consultancy
HeyBRB
AI automation consulting for UK small businesses that starts with a paid assessment and moves on to targeted automation builds.
- Workflow automation
- AI agents
- Document processing
- +2 more
- n8n
- Zapier
- OpenAI
- Claude
Listed
Consultancy
Liverpool AI
Liverpool consultancy that designs and builds AI agents, automations and supporting infrastructure for North West businesses.
- AI agents
- AI chatbots
- Document processing
- +2 more
Listed
Marketing agency
Northern Digital
Reviews onGoogle
Founder-led Sunderland digital marketing agency whose services include AI automation, chatbots and CRM tooling.
- Workflow automation
- AI chatbots
- CRM automation
- +4 more
- Make
Listed
Consultancy
Panoramica
Builds AI-enabled revenue operations systems inside the tools a team already uses, for financial services, tech and learning organisations, with documented handover.
- Workflow automation
- CRM automation
- Zapier
- HubSpot
- Salesforce
- OpenAI
Listed
Consultancy
Softblues
AI implementation partner that helps companies assess, implement and review AI tools and process automation. Lists a London registered office.
- Workflow automation
- AI agents
- Voice agents & AI receptionists
- +1 more
- Microsoft Copilot
- OpenAI
- Claude
Listed
Agency
Softomate Solutions
Stanmore-based agency building AI chatbots, voice agents and receptionists, GoHighLevel CRM setups and custom software for UK businesses.
- Workflow automation
- AI agents
- AI chatbots
- +5 more
- HubSpot
- Salesforce
- GoHighLevel
- Microsoft Power Platform
- +2
Listed
Consultancy
Summone
Glasgow AI consultancy covering AI strategy, automation with n8n and Power Automate, Microsoft Copilot deployment and AI search visibility.
- Workflow automation
- AI agents
- CRM automation
- +4 more
- n8n
- Microsoft Power Platform
- Microsoft Copilot
- OpenAI
- +1
Listed
Voice AI specialist
The Voice AI Agents
Voice AI agency for UK businesses covering inbound call handling, outbound calls, appointment booking and lead qualification.
- Workflow automation
- AI agents
- AI chatbots
- +2 more
- HubSpot
- Salesforce
- Pipedrive
- OpenAI
- +1
Listed
IT services provider
Virtually Pro
Edinburgh IT consultancy covering security, cloud and managed IT, with an AI automation service for Scottish businesses.
- Workflow automation
- AI agents
- AI chatbots
- +4 more
- n8n
- Microsoft Power Platform
- Microsoft Copilot
- OpenAI
- +1
Listed
Agency
Westcountry AI
Exeter-based builder of AI admin tools, outreach agents and bespoke CRMs for independent businesses in the South West.
- AI agents
- CRM automation
- AI strategy & audits
- OpenAI
- Claude
Listed
Other industries
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