Hundreds of capabilities. One teammate.
01 / FAYBL Agent
More capacity for every role. A more connected way to work.
Fay brings AI agents together to help each person prepare, solve problems and carry work through. From advisers to operations and compliance, your people work across the systems and processes your firm already uses, with the context and permissions their role requires.
Your people set the direction and approve the actions that need their permission. The goal is more rewarding work, stronger collaboration and better service for clients and colleagues.
Tell Fay what you need to achieve. Your agent brings the right context together, plans the work and helps carry it through, asking for your input and approval when needed.
Product design previews. Features, integrations and supported actions depend on your setup.
02 / Beyond the meeting note
What the client tells you should shape the work that follows. Fay connects the conversation to client context, your firm's playbook and the next steps your team approves.
One shared experience, from the person in the meeting to the people who carry the work forward.
Before a meeting, Fay helps bring together client records, emails, previous notes and open tasks your team can access. Understand the client's circumstances, priorities and unanswered questions with less searching across systems. Prepare a useful conversation while checking the information that informs your advice.
Fay can draw on your approved templates, standard operating procedures and compliance policies to prepare work your team recognises. Your library provides the firm's instructions and review requirements, rather than a generic checklist. Your people review the output and remain responsible for professional judgment and compliance.
After the meeting, Fay helps draft client follow-ups, prepare the necessary documents and organise shared tasks for colleagues. Where integrations support it, approved actions continue across your connected systems. Your team decides what proceeds and reviews the work, keeping the conversation connected to the ongoing advice process.
“Overall, FAYBL is becoming an integral part of the way I work.”
Media coverage, not an endorsement.
04 / Better workflows. A better whole.
AI can deliver remarkable results in individual workflows. The bigger opportunity is how those gains connect across your people, your systems and the experience your clients receive.
FAYBL pairs deep technical capability with a people-led path to an agentic future. Start where value is clear. Extend the agent's role with each staff member's permission, within your organisation's controls, and at a pace both can trust.
Begin with one workflow. Agree a baseline for time, cost and quality, then measure what improves.
Staff decide where Fay can help, within the permissions and guardrails your organisation sets. Expand as confidence grows.
Build towards better client service, more rewarding work and a stronger business, with FAYBL as your long-term partner.
