One simple experience
Hundreds of capabilities.
01 / FAYBL Agent
The Agentic Backbone of the Modern AI Team.
Your team's expertise. A new superpower.
Imagine a working day with more room for the work you love. Less chasing information, repeating administration and moving between tools. More time to think, collaborate and make a difference for your clients.
Fay brings AI agents, your firm's knowledge and your existing systems into one connected experience. From a client conversation to research, advice preparation and follow-through, Fay helps your team turn intent into action.
Your people bring the judgement. Fay helps carry the work. Start where you feel comfortable, review what matters and expand at your team's pace.
Agentic AI that works with you.
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 / Why Fay
The whole experience.
Not just one part of the job.
Great AI tools can help with a meeting, a task or a question. Fay connects that help to the way your team actually works.
| What matters | Fay | Meeting note-taker | Functional AI platform | General AI platform |
|---|---|---|---|---|
| Starting point | Your team's whole working day | The conversation | A specific business function | A broad range of tasks |
| Context | Client records, firm knowledge and ongoing work | Meeting recordings and transcripts | Data for the target process | Context you supply or connect |
| Follow-through | Prepare, draft and carry approved actions across workflows | Notes, summaries and action items | Steps within a defined workflow | Flexible tools and agents you configure |
| Your systems | Supported advice, CRM and work tools, including Xplan | Meeting, calendar and CRM connections | Connections for the business function | General connectors and extensions |
| Your way of working | Your templates, permissions and people-led review | Meeting capture and sharing preferences | Rules for the supported process | Instructions and controls you set up |
Typical starting points, not exclusive capabilities. Products and plans vary; Fay's features and supported connections depend on your setup. Your people review the work and remain accountable.
“FAYBL has made these processes faster, more efficient, and less prone to errors.”
“Overall, FAYBL is becoming an integral part of the way I work.”
As seen in
- Money Management
- ifa
Media coverage, not an endorsement.
04 / Your next step
Real results.
Your team could be next.
FAYBL is already helping professionals get work done faster and with less friction. Bring us a workflow and see what that could mean for your team.
Trying Fay is free, and getting started is simple. Book a demo, meet our team and take the first step towards a better working day.