Firmpoint helps FCA-regulated businesses replace manual processes with systems that actually work. Across compliance, operations, and everything in between.
You already know the routine. Policy reviews tracked in Excel. Training logs in a shared folder someone set up in 2019. Consumer Duty evidence spread across inboxes and hope.
It works until it doesn't. Until the FCA asks for evidence and your team spends three days pulling it together. Or someone leaves and takes half the process knowledge with them.
The big consultancies will sell you a six-month transformation programme. Freelancers will build a dashboard and move on. Neither gives you what you actually need: processes that run reliably and produce audit-ready records without anyone having to remember.
Type your FCA firm reference number. We pull your permissions, activities, and appointed representatives straight from the FCA Register and map the regulatory obligations that actually apply to your firm.
Answer a few questions about your firm's structure. Get a 12-month obligation calendar showing exactly what's due and when, including the September 2026 non-financial misconduct deadline.
The same problems that make compliance painful run through your whole business. Manual handoffs, disconnected systems, work that lives in someone's head. We fix those too.
Renewal processing, claims notifications, client onboarding, reporting. If your team is rekeying data or chasing emails, there's probably a better way.
Some tasks need judgement. Most don't. We build agents that handle the structured, repetitive stuff: KYC checks, claims triage, document extraction.
Most regulated firms run on a patchwork of platforms that don't connect. We integrate what you already have so data flows once.
We sit down with you, understand your firm, and find where the manual processes are creating the most risk.
We map your operations end to end. Workflows, tools, roles, gaps. The output is a prioritised roadmap.
We pick one workflow and automate it in your environment. Live data, real users, measurable results.
We keep things running, extend what's working, and adapt when regulations change. Monthly. No lock-in.
You don't need a 40-person programme team. You need people who understand regulated environments and ship working systems.
Every workflow we build is shaped around the rules your firm actually follows. Consumer Duty evidence, SM&CR obligations, training records.
Everything we build creates a record. Not because you asked for it, but because that's how it should work when the regulator could ask.
You talk to the people doing the work. We explain our reasoning. And if something isn't worth automating, we'll tell you that too.
Type your FCA number and get a personalised regulatory risk report in minutes. No forms. No sales call.