Financial services AI & automation · Dubai & Abu Dhabi
Faster client onboarding and better-prepared advisors for financial firms.
Finance AI automation for wealth managers, brokerages and advisory firms: agents that qualify prospects, collect KYC documents, book advisor meetings and summarize calls for review, from the team behind digital work for ADNOC and Royal Jet.
✓ Built with CBUAE, SCA, DFSA & FSRA context in mind
✓ Arabic & English onboarding for UAE investors
✓ No investment advice, ever, from any agent
Specialists in sectors where trust is the product
Get your free Financial Automation Audit
We record a 15-minute walkthrough of how prospect inquiries, onboarding documents and advisor scheduling run at your firm, followed by three written automation wins within 48 hours.
AI and automation built by our team for
Pure Health · MATH Financial Group · Balqis Capital · Dubai Buyers Club · Al Kabban & Associates·
Pure Health · MATH Financial Group · Balqis Capital · Dubai Buyers Club · Al Kabban & Associates·
Pure Health · MATH Financial Group · Balqis Capital · Dubai Buyers Club · Al Kabban & Associates·
The problem
Why financial firms lose prospects during onboarding.
01
KYC by email attachment
Prospects send passports, proof of address and source of funds documents in pieces, relationship managers chase each file by hand and interested investors lose patience before the account opens.
02
Advisors doing diary admin
Senior advisors spend hours arranging meetings, sending reminders and writing up call notes, time that should go into client conversations and portfolio reviews.
03
Policies no one can find fast
Staff dig through shared drives for product sheets, fee schedules and compliance procedures, so answers to clients are slow and occasionally inconsistent.
Our solution
The Compliant Client Onboarding System: with a full audit trail.
Each workflow feeds a single client record, so a first inquiry becomes a qualified prospect, a complete KYC file and a well-prepared advisor meeting.
i.
Onboarding process map
We map inquiry, KYC, scheduling and review steps with your compliance team.
Process mapping
ii.
Prospect & KYC agent
Qualifies inquiries, requests documents and books advisor meetings, without giving advice.
AI agents
iii.
CRM & onboarding links
Connects chat, forms and document uploads to your CRM and onboarding tools.
Secure integrations
iv.
Advisor assistants
Call summaries and policy search drafted for advisors to review.
Internal AI
v.
Compliance-ready reporting
Conversation logs, handover rates and hours saved reviewed with you.
Governance
AI & automation for financial firms
Onboarding, advisory and compliance working in step.
Your website chat, WhatsApp line, CRM and onboarding portal are designed by one team with compliance involved, so every investor inquiry is recorded, qualified and routed correctly.
Selected work
AI agents that deliver results.
Pure Health
Pure Health
Keys to Invest Real Estate
Keys to Invest Real Estate
MATH Financial Group
MATH Financial Group
CSP Partners
CSP Partners
Financial services compliance
Automation your compliance officer can sign off.
Financial firms answer to regulators and clients alike. We design every agent with the relevant regulator, whether CBUAE, SCA, DFSA or FSRA, in mind, restrict it to approved information and handle client data in line with the UAE Personal Data Protection Law.
No investment or product adviceIncluded
Scripts approved by your compliance teamIncluded
Full, exportable conversation logsIncluded
KYC files under strict access controlsIncluded
Suitability decisions left to advisorsIncluded
Engagements
Clear pricing. Serious results.
Starter
AI Starter
10 hours for simple automations and AI agents.
AED 3,500
per project
— Discovery, setup and development
— Simple automations and AI agents
Most popular · Pro
AI Pro
20 hours for advanced automations and integrations.
AED 7,000
per project
— Discovery, build and integration
— Advanced automations
Advanced
AI Advanced
30 hours for complex workflows and multi-agent systems.
AED 10,500
per project
— Discovery and development
— Complex, multi-agent workflows
Dazzle
AI Dazzle
40 hours for enterprise-level automation.
AED 14,000
per project
— End-to-end build and optimisation
— Enterprise-level automations
Why financial firms trust Bdazzil
Four reasons financial firms automate with us.
Financial services sit at the heart of our specialist work, and automation here must be careful, auditable and discreet. These are the principles we build to.
20
+
Years leading brand, web and search work in the UAE
75
+
Clients across healthcare, law, finance and real estate
300
+
Projects delivered for Abu Dhabi’s Department of Energy
99
%
Positive feedback from our cliients
AI agents & automation by industry
AI agents for every industry.
We know the workflows, regulations and customers in each sector, so every agent we build fits how your business actually runs. Choose your industry to see how we automate for it.
35 industries · select yours to learn more
In their words
FAQ
Questions finance leaders ask before approving.
Will the agent ever give investment or financial advice?
No. It answers only from approved information, collects details and books meetings. Any question about suitability, products or returns goes to a licensed advisor.
Where do regulators such as CBUAE, SCA, DFSA and FSRA fit in?
We plan agents with the relevant regulator in mind in general terms and involve your compliance team in every script and escalation rule. They approve each workflow before it goes live.
Can KYC document collection be automated securely?
Yes. Finance AI automation can request documents, check that each item is present and remind prospects, while your onboarding team makes every verification decision.
Will it connect to our CRM and onboarding platform?
Most CRM and onboarding tools can be connected through secure APIs or platforms such as Make, Zapier or n8n, or with a custom integration. We confirm options in the audit.
How is client data protected?
Access is limited by role, conversations are logged and data is handled in line with the UAE Personal Data Protection Law, in accounts your firm controls where possible.
What does automation cost for a financial firm?
Cost depends on the workflows, channels and integrations involved, and we recommend a scope after the free audit. Messaging and AI model fees are billed by those providers.
What commitment is required?
Scope, rollout plan and terms are agreed in writing before work starts. Your firm owns every account and workflow, so there is no lock-in.
Can you support our offices outside the UAE?
Yes, within the GCC. We support firms onshore and in the financial free zones of the UAE, and in other Gulf markets, with Arabic and English agents.
AI & automation insights
Thinking for decision-makers.
Now onboarding for Q4 2026
Give your advisors back the hours admin takes.
Book a free Financial Automation Audit, or message Louis on WhatsApp to discuss one onboarding workflow in confidence.
Get my free auditWhatsApp +971 50 384 7594