Advantages of an AI powered chatbot

Understand Model Office capabilities, features and benefits.


The MO compliance chatbot, powered by generative AI with a Small Language Model, provides 24/7 high-level technical support for compliance officers and firms. It helps users navigate Model Office features, address compliance challenges, and access key resources, including FCA rules, regulatory papers, and effective compliance management.
Understand Model Office capabilities, features and benefits.
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MonitorAIAutomates client files reviews, compliance policies and reports audits |
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AI compliance chatbotMO a generative AI chat bot compliance assistant provides 24/7 support |
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Training and competence (T&C)Aggregating all relevant T&C KPI data for all regulated staff on one integrated platform |
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Action trackerAutomates gap analysis and audit reports, providing alerts to focus on the key challenges and improve audit trails |
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IntegrationsMO integrates with third party tech via APIs to streamline data flows |
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Dynamic steersMO's algorithm provides guidance and resources to improve GRC scores |
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Consumer Duty Board ReportAutomates the annual board report by pulling data across Model Office into one aggregated PDF strategic report |
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Comprehensive diagnostic auditMO allows forms to instantly audit their regulatory permissions and business model(s) |
Alan Smith | Capital Asset Management
Andrew Elson | Berry and Oak
Lesley O'Brien | Affinity Wealth
Christopher Lloyd | Continuum Financial Planning
Sharo Anderson | The Insurance Agency Sesame Bankhall Group