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Financial advisory AI & automation · Dubai & Abu Dhabi

More advisory meetings booked and less admin between them.

We build financial advisor automation that qualifies prospects, books discovery meetings, collects fact-find documents and drafts meeting summaries for review, from the senior team behind digital work for ADNOC and Royal Jet.

✓ Compliance-reviewed scope for SCA, DFSA & FSRA firms
✓ Prospects welcomed in Arabic or English
✓ Evening inquiries booked straight into advisor diaries

Senior, discreet team for UAE advisory firms

Get your free Advisory Firm Automation Audit
We run a recorded 15-minute review of how prospect inquiries, fact-finds, meeting notes and client reviews are handled, then send three automation wins in writing within 48 hours.

    Monthly marketing budget

    No obligation · Your details stay confidential

    AI and automation built by our team for

    Pure Health · MATH Financial Group · Balqis Capital · Dubai Buyers Club · Al Kabban & Associates·

    The problem

    Why advisors spend more time on admin than with clients.

    01

    Prospects cooling in the inbox

    Professionals and families reach out after hours, the reply comes days later from a busy advisor, and by then another firm has already booked them in.

    02

    Fact-finds chased for weeks

    Income details, statements and identity documents arrive in fragments over email and WhatsApp, so recommendations wait and paraplanners spend hours assembling files.

    03

    Meeting notes typed at midnight

    Advisors write up every call, update the CRM and send follow-up actions by hand, so annual reviews slip and client service becomes uneven.

    Our solution

    The Advisory Client Pipeline: prepared, booked, documented.

    Each part passes a complete record to the next, so financial advisor automation turns an inquiry into a qualified meeting, a finished fact-find and a documented review.

    i.

    Client journey mapping

    We map prospecting, onboarding and review cycles with your advisors.

    Process mapping

    ii.

    Prospect booking agent

    Answers approved service questions and books discovery meetings.

    AI agent

    iii.

    Fact-find collection

    Secure checklists and reminders until every document is in.

    Workflows

    iv.

    Meeting summary assistant

    Drafts call notes and CRM updates for advisors to approve.

    Internal assistant

    v.

    Practice reporting

    Meetings booked, files completed and hours saved, reviewed monthly.

    Accountability

    AI & automation for financial advisory firms

    Prospecting, onboarding and reviews planned as one.

    Advisory firms are one of our specialist areas, so chat agents, CRM, document collection and meeting notes are built together, giving every prospect and client a careful, consistent experience.

    i.

    Brand & Web Experience

    Positioning, identity and conversion-led websites that make a premium price feel obvious.

    Web design →

    ii.

    Search & Visibility

    Be the answer on Google, Maps and AI assistants — then accelerate with precise paid search.

    SEO & Ads →

    iii.

    Growth Systems

    AI concierges, WhatsApp booking and CRM automation that answer every enquiry in seconds.

    AI automation →

    Advisory compliance

    Automation that never crosses into giving advice.

    Depending on licensing, advisory firms answer to SCA, DFSA or FSRA. Our agents stick to approved service information, never recommend products or give financial advice, and handle client data in line with the UAE Personal Data Protection Law.

    No product recommendations from the agentIncluded

    Advisor approval on every summaryIncluded

    Fact-find documents stored securelyIncluded

    Conversation records kept for complianceIncluded

    Access limited to assigned 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

    Discuss automation
    Most popular · Pro

    AI Pro

    20 hours for advanced automations and integrations.

    AED 7,000

    per project

    —  Discovery, build and integration
    —  Advanced automations

    Discuss automation
    Advanced

    AI Advanced

    30 hours for complex workflows and multi-agent systems.

    AED 10,500

    per project

    —  Discovery and development
    —  Complex, multi-agent workflows

    Discuss automation
    Dazzle

    AI Dazzle

    40 hours for enterprise-level automation.

    AED 14,000

    per project

    —  End-to-end build and optimisation
    —  Enterprise-level automations

    Discuss automation

    See all packages and add-ons →

    Why advisory firms work with Bdazzil

    What advisory practices gain with our team.

    Advice is personal and regulated. Our role is removing the admin around it, never replacing the advisor’s judgment.

    01

    Specialists in finance

    We specialize in finance and advisory firms, so suitability, approvals and record-keeping shape every workflow we design.

    Our specialism →

    02

    Advisors sign off

    Summaries, follow-ups and client messages are reviewed by the advisor before they go out, keeping responsibility clear.

    Approval flow →

    03

    Start with one bottleneck

    We automate the most painful step first, usually booking or fact-finds, test it with real prospects, then expand.

    First bottleneck →

    04

    Client files stay yours

    CRM records, workflows and accounts belong to your firm and are documented for your operations team.

    Your data →

    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
    In their words

    “Until I met Louis, I was sure SEO was a scam. Signing with Bdazzil was one of the best decisions we made in 2025.”

    Majid Al KabbanGeneral Manager, Al Kabban & Associates

    “Exceptional service and value! Louis is highly responsive, the process is seamless, and the quality is outstanding. I wholeheartedly recommend their services without hesitation.”

    AurelienCEO & Founder, The Cadre Noir

    “Happy to share that ADOC has approved the design report. Thank you for all the good work.”

    Hema PonnathEnvironmental Consultant, RSK

    “I’ve now worked with Louis for many months. He’s fueling my niche sites with lots and lots of great content! I send him an order and the projects are all delivered within a week, and are exceptional!”

    Jon DykstraSEO Influencer

    FAQ

    Advisory firm principals commonly ask.

    What can financial advisor automation do without giving advice?

    It books meetings, answers approved questions about your process, collects fact-find documents, drafts notes and schedules reviews. Financial advisor automation removes admin, while every recommendation stays with a licensed advisor.

    How do you keep the agent within regulatory expectations?

    We agree scope and wording with your compliance lead, restrict the agent to approved information and log every conversation. Product, investment and suitability questions always go to an advisor.

    Can a prospect speak with an advisor rather than the agent?

    Yes, at any time. Complex or sensitive topics also hand over automatically, and the advisor receives the conversation and details already gathered.

    Will it integrate with the CRM our advisory firm already uses?

    Usually. We connect WhatsApp Business API, web chat, calendars, CRM, document portals and email through Make, Zapier, n8n or custom integrations, confirming options during the audit.

    Is Arabic supported for our clients?

    Yes. The agent and reminders work in Arabic and English with approved wording in each language.

    How much does automation cost for a financial advisory firm?

    It depends on the workflows, channels and integrations involved, and we recommend a scope after the free automation audit. WhatsApp Business API and AI model usage are billed by those providers.

    Who owns the workflows and client records?

    Your firm does. We set everything up in your own accounts where possible, with access you control and documentation for each workflow.

    How do contracts work for advisory firms, and where do you operate?

    Scope shapes both the rollout plan and support terms, confirmed with you ahead of any build. Firms anywhere in the UAE are supported, and GCC practices coordinating from here as well.

    AI & automation insights

    Thinking for decision-makers.

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    Now onboarding for Q4 2026

    Spend more of your week advising clients.

    Request your free Advisory Firm Automation Audit, or message Louis directly if onboarding is your main bottleneck.

    Get my free auditWhatsApp +971 50 384 7594