average time saving across participating practices and sampled client journeys
Faybl Enterprise
AI transformation can be scary. It does not have to go wrong.
In financial services, success means stronger markets and industries, greater consumer value, and employment growth.
Faybl Enterprise brings the right domain, technology, operating, and change people into your organization to understand the work and make progress consistently and safely.
Observed in practice
Experience replaces guesswork.
Our enterprise approach grows from observed work. A draft EY-Parthenon pilot report found material change while advisers used Faybl across meetings, data collection, administration, strategy, modelling, and compliance.
average time saving across new-client advice journeys
time saving across the sampled administrative tasks
maximum efficiency reported among early adopters with deeper use
“A trusted thinking partner across the entire process.”
“It has completely transformed my advice business.”
Evidence note. Figures are drawn from the draft Faybl - Australian Financial Advisor Pilot Findings, dated 10 November 2025. Results varied by workflow and adoption; they are not guaranteed outcomes.
Across the profession
One platform pattern. Different regulated workflows.
The same architecture can connect information, decisions, documents, communication, and review across financial services and adjacent professions.
Measured pilotFinancial planning
Meeting preparation, fact finds, modelling, strategy, SOA production, compliance review, and CRM updates.
Less re-keying and administration; more adviser capacity for client understanding, judgment, and advice.
Discovery-led applicationWealth management
Client onboarding, portfolio reviews, investment proposals, relationship intelligence, service requests, and compliance workflows.
A connected experience across relationship managers, advisers, investment teams, operations, and the clients they serve.
Discovery-led applicationBanking
Customer onboarding, KYC, credit assessment, relationship servicing, complaints, document flows, and operational review.
Clearer customer journeys and safer handoffs across frontline teams, operations, risk, compliance, and systems of record.
Proposed adjacent rolloutLife insurance
New business, underwriting, product comparison, insurer correspondence, claims, renewals, and reviews.
A proposed connected policy and servicing loop across advisers, insurers, clients, documents, email, and the systems of record.
Discovery-led applicationMortgage broking
Client discovery, document collection, serviceability, lender comparison, application packaging, conditions, and settlement.
A clearer path from client intent to complete, reviewable lender submission and timely client communication.
Discovery-led applicationFinance broking
Business discovery, financial document intake, lender and facility comparison, credit packaging, approval, and servicing.
Structured deal context and coordinated follow-through without losing broker judgment or client nuance.
A safer way to change
Help people see today clearly—and find a better path forward.
We enter as consultants and partners: listening to the people who do the work, documenting the enterprise as it really operates, and carrying the organization through change and follow-up.
Listen, shadow teams, and establish a shared picture of work, value, risk, and aspiration.
Find better pathways with the people who know the clients, systems, controls, and culture.
Pilot, train, run in shadow mode, resolve exceptions, and move only with informed sign-off.
Measure what changes, support people after cutover, and improve the pathway over time.
The right people for the change
Bring the capability into the organization—and leave it stronger.
Faybl combines domain expertise, technology, controls, operating change, and human enablement so progress becomes part of the organization rather than something done to it.
People who understand financial services, client work, operations, and the realities of regulated change.
Architecture, integrations, role-based access, source trails, human review, exceptions, and auditable action.
Process documentation, training, communication, adoption support, measured outcomes, and feedback loops.
Enterprise pricingAvailable on request
Scope and pricing reflect the workflows, systems, controls, delivery model, and rollout footprint confirmed during discovery.
Talk to Faybl