AI consulting in London

London financial firms run on documents. Lloyd's market participants handle submissions, slips and claims correspondence. Asset managers produce due diligence questionnaires, fund documents and investor letters. Wealth managers prepare suitability reports and annual reviews. Claude is good at the first pass on all of these: summarizing a submission, drafting a DDQ answer from approved material, or preparing an adviser's meeting brief from CRM notes and recent correspondence. The professional still owns the judgment and signs off on the output.

The regulatory frame is specific. The Consumer Duty asks firms to put customers' needs first, so any AI that touches client communication needs review steps and records that show the outcome was considered. SM&CR means a named senior manager is accountable for how AI is used in their area. UK GDPR governs the personal data AI reads, including purpose limits and retention. So we start by mapping data and permissions, keep personal data inside approved systems, and design human review into every customer-facing use. Agentforce can then answer routine client service questions from approved content. AI only works on clean data and tight permissions.

We start with an AI readiness assessment covering data sources, lawful basis, permissions and the accountable senior manager for each use case. Pilots begin with internal drafting and summaries, with human review of all customer-facing output. Delivery runs from Dallas and our Sofia practice, which overlaps the UK day.