22 April 2026 · 3 min read · John
Financial advisers spend an average of 22 hours a week on administration — 41% of a working week, or roughly three full business days. Only about 20% of an adviser's time is spent actually in front of clients. AI tools don't change the advice you give. They give you back the time to give it.
For most IFA principals we speak to, it's not one big task. It's dozens of small ones. Reading and responding to client emails. Drafting follow-up messages after meetings. Chasing outstanding documents. Writing up notes before you forget what was said.
Microsoft research found the average professional spends 15% of their working day on email alone. In a small advisory practice with no PA filtering the inbox, that lands entirely on you or your advisers.
AI tools focused on email can cut that time by up to 50%. Not by ignoring messages or sending robotic replies — by handling routine ones automatically and drafting the rest for you to approve in seconds.
Zurich Insurance UK has already built this into their workflows, routing emails to the right people and flagging missing information before it causes delays. NatWest's digital assistant handled over 11 million customer interactions in 2024. Large firms are moving fast. Small practices are moving slower, and the gap is growing.
Think about the emails that come in after every client meeting. One client wants confirmation of what was discussed. Another needs a summary to share with their accountant. Someone else is chasing action points you haven't written up yet.
Right now, you're writing each of those from scratch, from memory, probably later in the day when your focus has gone elsewhere. An AI tool configured around your practice can draft those emails immediately after a meeting — using your words, your tone, your firm's approach — and have them ready for you to review and send.
For a firm with four advisers, the time saved on post-meeting correspondence alone adds up to the equivalent of a full-time member of staff each year. That's before you count suitability reports, letters of authority packs, or client review preparation.
We build tools configured specifically around your practice — your client communication style, your compliance requirements, your workflows. Not a generic product you have to adapt yourself.
When we set up an email or post-meeting drafting tool for an IFA firm, it learns how you write to clients and what your review summaries typically cover. The drafts sound like you wrote them, because they're built around the way you actually work.
Setup is a one-off process. After that, the tool runs in the background and you review what it produces. You stay in control. The inbox just stops being the thing that eats your afternoon.
If you'd like to see what this could look like for your practice, we'd be glad to talk it through. Book a free 20-minute call or get in touch at hello@aigura.co.uk.
Want to see how this applies to your business?
Book a free 20-minute call →Yes. AI tools built for advisory practices draft and triage emails for adviser review before anything is sent. The adviser stays in control and approves all client-facing communications. The tool handles the drafting — you handle the judgement.
Research suggests AI email tools can reduce time spent on correspondence by up to 50%. For post-meeting notes and follow-up drafts, some adviser tools report cutting a 90-minute task to under 15 minutes.
No. Tools built by Aigura are configured and set up for you. You use them like any other piece of software in your practice — there's no technical setup on your end.