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Automation belongs in your firm. So does control over where the data goes.
AI and workflow automation introduced deliberately, governed, and built inside the environment you already control.
AI and automation can take real, repetitive work off a wealth management or accountancy practice. The question for leadership is rarely whether the tools work. It is whether they are introduced in a way you could account for to the FCA and the ICO. A workflow that moves client data is a governance matter before it is a productivity one, and that is the order we treat it in.
The risk most firms carry is not that they have ignored AI. It is that AI has already arrived without anyone deciding so. Staff paste client information into public chat tools, sign up for automation apps that route data through systems no one has reviewed, and the firm quietly inherits an obligation it never agreed to. Our position is to bring AI and automation in deliberately rather than let them drift in by accident. As a Microsoft Solutions Partner we work first within Microsoft 365 and Azure, where your data stays in your tenant under your retention and access rules, so this sits in the same conversation as identity, access and security rather than alongside it. We refuse to inherit chaos and maintain it.
- We map where repetitive work actually sits before recommending any tool, so automation removes a real cost rather than a hypothetical one
- We build workflow automation on Microsoft Power Automate and Azure, inside your tenant, so client data stays within the environment you already govern
- We set the policy and the guardrails for AI use, including Microsoft 365 Copilot, so staff know what is permitted and client confidentiality is not left to chance
- We keep every automation documented and owned, so a process can be explained, audited and handed over rather than living in one person's head
For a regulated firm, an automation that touches client data is a compliance matter as much as an efficiency one. We document what each workflow touches, who can trigger it, and where the data goes, so questions from auditors, the FCA or the ICO are answered with evidence rather than assurances. Where automation has already grown up ad hoc across the firm, we bring it under one standard rather than leaving it scattered.
AI and automation work sits inside our managed service plans rather than being sold as a bolt-on, and it is covered by the 90-day money-back guarantee on Novix services. We are Cyber Essentials Plus certified, with ISO 27001 certification in progress for 2026, so the controls around anything we automate are held to the same standard as the rest of your environment.
faq
Questions leadership teams ask about AI and automation
Most firms we speak to are not behind on AI. They are exposed to it. The useful first step is not adopting a tool, it is understanding where automation would remove genuine cost and where staff may already be using AI without oversight. We start there, with the work your firm actually does, not with a product.
That depends entirely on where the automation runs. Public consumer tools route data through systems you do not control. As a Microsoft Solutions Partner we build inside Microsoft 365 and Azure, so client data stays in your tenant under your retention, access and security rules. We document what each workflow touches, so you can evidence where the data goes to an auditor, the FCA or the ICO.
No. Your support is delivered by people. AI and automation are capabilities we help you introduce into your own business operations. They have no part in how we run your service or handle your requests.
The repetitive, rules-based work that quietly consumes fee-earner time: client onboarding steps, document routing and approvals, data moving between systems that do not talk to each other, and report preparation. We map where that work sits in your firm before recommending anything, so the first automation pays for itself rather than adding another tool to manage.