
Jack Sleator
Co-founder & CEO of Templi, the Belfast-based AI platform that automates suitability report writing for UK financial advice firms.
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Sep 17, 2026
Suitability Reports Take 3 Hours. Jack Sleator Says Templi AI Can Do It in 20 Minutes.
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Jack SleatorGUEST
So the whole your data must be clean and must be perfect, I don't actually think it needs to be perfect, right? So your data doesn't need to be ready, it needs to be reachable.

Jack SleatorGUEST
So when we talk about data in a firm, it can mean different things, right? It can be MI, it can be revenue and fee data, and then there's the data that's needed to give advice to someone to, to write a suitability report, for example.

Jack SleatorGUEST
So that's the data I want to look at, right? And what is that data? So it's the context from your meetings, your conversations.

Jack SleatorGUEST
It's maybe details of policies, uh, on, on other things that the client may have in your file storage.

Jack SleatorGUEST
It's the assets and investments they hold on the platform, and then any other context, maybe on a back office platform.
16 MINS LATER