From meetings to metrics: How Nexus AI embeds intelligence into the adviser toolkit

For financial advisers, the most valuable moments happen while speaking with their clients. Nevertheless, most advisers spend nearly as much time managing notes, updating fact-finds and producing documentation after those conversations as they do giving advice. 

That’s the inefficiency Nexus AI was designed to solve. 

Turning conversations into connected workflows 

Nexus AI, embedded within Nexus for IFAs brings artificial intelligence directly into the existing adviser toolkit. It transforms meeting insights into data-driven actions – automatically, securely and in context. 

Here’s how: 

• Meeting Agent automatically joins and transcribes client sessions, capturing every key detail while you stay present. 

• AI-Powered Templates turn those transcripts into flexible outputs saved by you such as recaps, next steps or formal summaries. 

• Smart Data Capture extracts client details and maps them directly into FE CashCalc fact-finds, eliminating double entry. 

• Integrated Workflow Layer connects meeting records, research, planning and reporting into one seamless process. 

In sum, these features deliver up to 50 percent less admin, fewer compliance headaches and a more consistent client experience, all without leaving the platforms that advisers already know. 

Purpose-built, not plug-in 

Many generic AI tools can feel disconnected from the regulated world of financial advice. Nexus AI is different. It’s purpose-built for IFAs, drawing on FE fundinfo’s trusted datasets and industry expertise to deliver automation that’s explainable and compliant by design. 

Where many AI products add complexity, Nexus AI removes it. There’s no new system to learn, no third-party integrations to configure and no risk of client data leaving your secure Nexus environment. Every function, from note-taking to reporting, sits inside the same connected ecosystem that advisers depend on for analytics, cash-flow modelling and portfolio research. 

Empowering advisers, not replacing them 

When deployed effectively, AI doesn’t remove the human touch; it amplifies it. With administrative tasks handled automatically, advisers are free to dedicate more energy to understanding clients’ goals and delivering personalised guidance. 

As FE fundinfo CEO Liam Healy told Fintech Global at launch: “The investment industry is at a pivotal moment. For too long, professionals have been constrained by fragmented systems and manual processes. Nexus AI is our answer — a bold step forward that reimagines how investment decisions are made.” 

Efficiency today, intelligence for tomorrow 

Behind the scenes, FE fundinfo continues to enhance Nexus AI’s capabilities, building towards a future of truly intelligent, connected advice. The roadmap includes deeper automation in reporting, benchmarking and data-driven insights. Everything is built with the same guiding principle: AI should serve the adviser, not replace them. 

Nexus AI is more than a time-saver. It’s the connective tissue that turns everyday client interactions into a source of growth and consistency. 

If you’re ready to see how connected intelligence can simplify your business, schedule a personalised demo.