01 / FAYBL Agent

Fay, your teammate.

Your people. Your systems. One connected experience.

Research, meetings, documents and follow-through, brought together for advisers, operations and compliance. Your firm's methods. Your team's permission.

Book a demo Explore the features

Fay's workspace displaying recent client work and priorities — A place to begin, with your firm's work in context.

02 / Fay + Xplan / First enquiry

From first enquiry to a second meeting.

A new enquiry should start a relationship, not a chain of administration. Fay connects the conversation, your diary and Xplan so your team can welcome the prospect and prepare the next step.

One connected start to the client journey.

Capture and qualify: Check Xplan for an existing record, prepare the lead and opportunity, link the referrer and propose a discovery call.
Listen and understand: With consent, capture the call, track fact-find topics and record goals in the prospect's own words.
Prepare the next meeting: Draft the household and fact find, prepare an XTOOLS+ current-position projection, then a summary, FSG attachment and invitation. Approve the records, email and follow-up task before they proceed.

The result: A qualified prospect and a clear next step, with no advice given at this stage.

Fay workspace showing client work and priorities — Fay coordinates the work; Xplan holds the lead, opportunity, diary and client record.

Illustrative workflow and product design preview, not a live Xplan screen. Skills, field mappings and supported actions are confirmed for your deployment. Your people approve writes and sends and remain responsible for advice and compliance. Recording requires client consent and your licensee's recording policy.

02 / Fay + Xplan / Discovery

One conversation. A connected Xplan household.

Keep your attention on the client. After discovery, Fay helps turn what was said into structured records in the system your practice already trusts, with sources and unanswered questions kept visible.

From spoken detail to a fact find you can review.

Create the household: Check for duplicates, draft client and partner records, and link dependants. Leave unstated details blank and clearly flagged.
Build the fact find: Map income, expenses, assets, debts, super and insurance to your practice's Xplan fields, including custom fields. Keep the recording reference behind each proposed value.
Close the gaps: Check coverage against your practice's required topics. Prepare the discovery note, missing-information tasks and client email; after approval, write and read back the records.

The result: A household, fact find and discovery note ready for analysis, without re-keying the conversation.

Meeting capture alongside the ongoing client conversation in Fay — The meeting becomes the starting point for Client Focus records, notes and tasks.

02 / Fay + Xplan / Meeting follow-through

The meeting ends. The work carries through.

Notes are only useful when they lead somewhere. Fay combines the meeting with the client's Xplan record and open tasks, then prepares the follow-through for your team to approve.

A file note, assigned actions and an informed client.

Read in context: Bring the transcript or adviser notes together with Client Focus and outstanding Xplan tasks.
Prepare the whole follow-up: Draft the file note in your practice's structure, tasks with owners and due dates, changed client details, the next diary entry and a client summary.
Approve and confirm: Review related changes together. Fay writes the approved updates, reads them back to confirm, and sends only the email you have approved.

The result: The same account of the meeting for the adviser, the team and the client, with clear ownership of what happens next.

Fay meeting companion within a client workspace — Fay prepares the note and follow-ups; Xplan keeps the record, responsibilities and diary together.

02 / Fay + Xplan / Preliminary analysis

See the client's position. Prepare the right questions.

Bring the fact find, discovery notes and supporting documents together before the strategy conversation. Fay helps assemble the evidence while Xplan remains the source of its financial calculations.

Xplan calculates. Fay brings the picture together.

Gather the evidence: Read Client Focus, discovery notes, the transcript and documents such as client statements. Surface gaps or conflicting information for the adviser to resolve.
Understand the current position: Use an XTOOLS+ current-position projection and the cashflow and net-position figures Xplan calculates. Keep assumptions and missing information visible.
Prepare for professional judgement: Set out potential retirement shortfalls, insurance gaps, debt pressure or estate questions as issues to consider, not recommendations. File the preliminary analysis in Xplan after approval.

The result: An evidence-led starting point for strategy, with the adviser making the decisions.

Client documents and supporting files in Fay's library — Client documents in Fay connect with Client Focus, Notes and XTOOLS+ outputs in Xplan.

02 / More possibilities

Hundreds of use cases.
A world of possibilities.

Meetings, research, advice preparation, client service, operations, marketing and education. These are starting points, not the limits. Agentic AI and connected systems open up a near-endless range of ways to support your team's work.

The right combination for your team.

Fay can plan a sequence of steps, bring the right information together and carry approved actions across supported systems. Connect that capability with Xplan, your documents, email and the tools you already use, and the possibilities extend well beyond any single task.

Your people, processes and priorities make your practice different. Our team will help you explore the use cases and integrations that fit, agree the controls, and start with work that can make a meaningful difference.

Get in touch. Let's find the right set of applications for you, then build from there at your team's pace.

Talk to our team

Fay integration settings showing Xplan and connected work tools — Examples to explore in your demo. Available skills and actions are confirmed for your Xplan setup.

03 / Your firm's way of working

Every firm is different.
Fay should know yours.

Your templates, policies and ways of working are part of the service you provide. Bring them into a shared library so Fay can work with the material your firm makes available, not just a generic prompt.

Keep firm-distributed standards consistent, make the right versions available, and decide what Fay can use. Professional review remains part of the process.

Show us how your firm works

Standard operating procedures

Your onboarding, review and follow-through methods, including the people responsible at each step.

Templates and brand

Your file notes, advice documents and client communications, with the formats and language that fit your firm.

Policies and compliance

Firm-distributed policies and review requirements to guide the work, without treating AI output as a compliance sign-off.

Reference material and skills

Reusable knowledge and instructions, connected to the client task and controlled through visibility and versions.

04 / Connected work

One teammate. Across your stack.

Keep the systems your practice already knows. Fay connects supported advice, CRM, email, calendar and document tools, bringing context and approved actions into one experience.

Understand the controls

Colleagues moving between connected work areas, with a shared library, calendar and existing tools

XplanAdvice and CRM
intellifloAdvice and CRM
SalesforceCRM
Microsoft OutlookEmail and calendar
GmailEmail
Google CalendarCalendar
Microsoft TeamsMeetings
Google DriveDocuments
SharePointDocuments
DocuSignSignatures

Availability, permissions and supported actions depend on your deployment. We confirm the connections and meeting note-taker that fit your practice before setup.

Hundreds more in the pipeline.

Our integration roadmap extends well beyond this selection. These are planned connections, not a claim that every integration is available today. Ask us about the systems your practice needs.

05 / The bottom line

Six capabilities
and one bottom line.

An agent, meetings, documents, storage, integrations and privacy belong in one working experience. Fay brings them together around your people and your firm's methods, rather than asking you to assemble the experience task by task.

Different starting points for AI at work
Feature area	FayA firm-connected teammate	Meeting note-takerA conversation-first tool	Functional AI platformA task or function-first tool	Global AI platformFor example, Claude or Codex
Agent	Plan and carry through work with firm context and approval points.	Typically starts with capturing and summarising conversations.	Typically starts with a defined task or departmental workflow.	Broad agent capabilities; configure the context and workflow for your firm.
Meetings	Calendar, preparation, notes and follow-through in one experience.	Notes, summaries and action items are the core experience.	Meeting inputs may feed a specific process.	Meeting support varies by product, tools and connections.
Documents	Prepare work using client files, approved templates and your library.	Typically centred on transcripts, notes and exported summaries.	Documents tailored to the supported business function.	Broad document or file capabilities, depending on the product.
Storage	Client files and firm knowledge in the context of ongoing work.	Typically a library of recordings and meeting records.	Files held in, or connected to, the functional workspace.	Project files, local files or connected storage, depending on the product.
Integrations	Supported advice, CRM, email, calendar and document connections.	Often meeting, calendar and CRM connections.	Connections selected for the target workflow.	Connectors, tools and extensibility; coverage varies by product.
Privacy / sovereign AI	Agree access, hosting, model use and data-location requirements for your deployment.	Assess recording consent, retention and provider terms.	Assess the platform and any underlying model providers.	Enterprise controls and deployment options vary by provider and plan.
Bottom line: ROI	Measure the whole workflow: staff time, rework and turnaround, against total deployment and running costs.	Measure time returned from meeting capture and follow-up against subscription and review costs.	Measure improvements in the target process against setup and ongoing operating costs.	Measure gains across selected tasks, including configuration, integration, usage and review costs.

A comparison of typical starting points, not a claim that other products lack these capabilities. Products and plans vary. FAYBL features and connections depend on your deployment. Sovereign AI requires agreed hosting, processing, model-provider and access arrangements; it is not implied by a privacy setting.

06 / Your next step

One teammate. A better way to work.

Bring a workflow from your firm. We will show how Fay connects the people, information and systems involved, and help you assess the return in time, service and cost.

Book a demo Explore the business case