The AI assistant that truly understands financial planning.
From meeting transcription to document generation, compliance checks to fact extraction — Ningi AI seamlessly integrates with your back office to amplify your productivity.
Ningi AI Assistant10x
Faster Admin
Automate repetitive back-office tasks in seconds
85%
Time Reduction
AI-powered document and report generation
100%
Coverage
FCA-aligned compliance tools built in
24/7
Always Available
AI assistant ready when you are
Native Mobile App
Your AI assistant in your pocket
Record meetings, chat with AI, and manage your practice from anywhere with our native iOS and Android app.
Meeting Recording
Record client meetings on the go with automatic transcription and AI-powered summaries
AI Chat Assistant
Chat with your AI assistant to get instant answers about clients, compliance, and more
Meeting History
Access past meeting notes, summaries, and action items from anywhere
Seamless Sync
All recordings and notes automatically sync to your back office in real-time
Download the Ningi AI App
Download for iOS
Download for AndroidAI Agentic Dashboard
Your complete AI command center
Everything you need to run a modern, efficient, and compliant advice business — powered by AI.
Meeting Intelligence
Transform every client interaction into actionable insights with AI-powered meeting tools.
- ✓Invite AI bot to Teams, Zoom, or Google Meet calls
- ✓Automatic transcription with 99% accuracy
- ✓AI-generated summaries and action items
- ✓Chat with meeting transcripts for instant recall
- ✓Compliance checks and risk assessment
- ✓Generate follow-up emails and documents
Meet your AI team
Specialized agents for every aspect of your practice.
Paraplanner
Technical expertise and planning strategies
Administrator
Document management and processes
Compliance Manager
Regulatory guidance and checks
Marketeer
Content creation and campaigns
Operations Manager
MI, reporting, and analytics
UK's first native integration
AI and back office built as one
Unlike competitors who bolt on third-party AI, Ningi is the UK's first and only platform with native AI embedded directly into the back office. This means no integration headaches, no data sync issues, and no duplicate licenses to manage.
Seamless Integration
AI and back office work as one unified system, no separate logins or data silos
Real-time Sync
Every meeting, document, and interaction automatically syncs to your back office
Single Source of Truth
All client data, compliance records, and documents in one integrated platform
Instant Access
AI has full context of your back office data for intelligent, accurate responses
I have now been in financial services for 20 years and using Ningi is a breath of fresh air compared to other technology solutions which have either been too expensive or not geared around the small to medium sized business.
Ningi has undoubtedly allowed us to gain efficiency not only through their back office, but their AI solution. It is staggering how quickly the mega brains at Ningi have developed the AI and they are not finished yet!!
In terms of price, the package Ningi offer is extremely good value and I have no doubt they will continue to enable us to improve efficiency, service existing clients to a higher standard and take on more business.
Barnaby Bamford
Director, Bamford Financial Planning
Ready to transform your practice?
Join forward-thinking advisers already using Ningi AI to save time, improve compliance, and deliver exceptional client service.
Modular — you don't have to have the back office to get started. Cancel anytime. Full support included.
Looking for a complete back office solution? Discover how Ningi combines AI with powerful practice management tools.
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