About SOFI
Since its rollout in 2024, SOFI now processes over 10,000 meetings per month, with adoption growing 20% month-on-month. The addition of self-service functionality is expected to accelerate adoption tenfold over the next year as firms seek ways to improve efficiency, compliance and profitability.

SOFI is mallowstreet’s proprietary AI platform was built specifically for regulated financial professionals. It analyses meetings, captures key points, identifies actions, and generates FCA-aligned documentation, transforming how advisers, asset managers and institutional investors manage and evidence their conversations.

About SOFI

• Purpose-built for financial services: SOFI has been trained on thousands of hours of regulated advice data, enabling context-aware understanding of financial language, compliance requirements and client tone.
• Designed for compliance: Automatically generates FCA-aligned meeting records, summaries and suitability reports.
• Human-centred AI: Prioritises empathy, clarity and trust — enabling advisers to focus on meaningful dialogue while maintaining consistency and accuracy.
• Data security: Hosted within mallowstreet’s ISO-27001-certified cloud infrastructure, ensuring enterprise-grade privacy and protection.
• Proven adoption: Used by leading asset managers, adviser networks and pension funds across the UK, Europe and the US.