Automate the busywork.
Grow the outcomes.
We build intelligent automation systems for financial services firms across Ireland, the UK and North America. Eliminating repetitive admin, streamlining workflows and giving your team hours back every week.
Built for financial services
The problems we solve
Less busywork. Better outcomes.
Every system is custom-built around one goal: Removing work your team shouldn't have to do manually.
No Enquiry Waits More Than 60 Seconds
Every new enquiry gets an instant, human-like response and qualification — so interested clients never go cold waiting on a callback.
Paperwork Stops Eating Your Week
Applications, statements, policy and client documents get read and processed automatically — no more manual entry across five different systems.
Your Client Pipeline Runs Itself
Follow-ups, reminders, and CRM updates happen automatically across HubSpot, Salesforce, Intelliflo, or whatever your firm already uses.
Clients Get Answers, Day or Night
A 24/7 assistant trained on your products and services handles FAQs, scheduling, and routing — so nothing waits on office hours.
Compliance Runs in the Background
Audit trails, KYC and onboarding checks, renewals, and reporting happen automatically — no spreadsheet chaos, no scrambling before a review.
Whatever's Costing You Time, We Fix It
If it's repetitive, manual, or eating hours every week, we build a custom system around it — engineered for how your team actually works.
How it works
From first call to measurable outcomes in weeks.
Find the bottlenecks
On a short call we pinpoint where your firm is losing hours and client outcomes. You leave with a clear picture of what fixing it is worth.
Custom blueprint
You get a plain-English plan: what changes, what it saves, and when it ships. No jargon, no vague scopes.
Build and launch
We build inside the tools you already use and go live in 2 to 4 weeks. Your team starts seeing results almost immediately.
Compound the results
We keep tuning and adding fixes as your firm grows, so the time and results you get back keep stacking up.
About Kactus Automation
We sell outcomes. Automation is just how we get there.
Kactus Automation is an AI consulting agency built for financial services firms including insurance, mortgage and lending, wealth and advisory, accounting, and real estate finance. We work with firms across Ireland, the UK, North America and beyond.
We don't pitch AI or workflows. We pitch outcomes: faster client response, cleaner compliance, fewer hours lost to data entry, and more capacity without more headcount. The tech is our problem, not yours.
If it's costing you time or costing your clients a worse outcome, we'll fix it. That's the whole job.
"I started Kactus Automation to turn the repetitive work businesses hate into systems that just work."
— Kevin O'Brien, Founder
What you get
Priced on outcomes, not on hours or hype.
No vague scopes, no mystery invoices. Here's exactly what changes in your firm when you work with Kactus Automation.
We map your client intake, follow-up, documents, and CRM flow and show you exactly where hours and outcomes are leaking out.
A scoped blueprint with timeline and expected impact. You see what ships, when it ships, and what it's worth.
No off-the-shelf templates. Every workflow is engineered around how your firm actually serves clients and meets its obligations.
We train your people so they own the system day to day. You keep the results, we stay on call.
After launch we tune against real usage so the outcomes hold up in the wild, not just in a demo.
As your firm grows we add new fixes on a simple monthly retainer, so the time and results you get back keep growing.
At a glance
Every project starts with a free strategy call. We will tell you honestly if we are the right fit — and if we are not, we will point you to someone who is.
Beyond Financial Services
We also host and consult on AI tools for any business.
Outside financial services? We still help teams pick, set up, and run AI tools — without the guesswork.
AI & Automation Infrastructure
We host and maintain your AI tools and integrations, so nothing breaks and nothing's on you to manage.
AI Strategy & Consulting
Not sure where AI fits in your business? We audit your workflows and tell you exactly where it'll save time and money — no fluff, no upsell.
Implementation & Training
We set up the tools, connect them to your existing systems, and train your team to actually use them day to day.
FAQ
Questions? Answers.
Most first systems go live in 2–4 weeks. Complexity varies, but we scope everything upfront so you know the exact timeline before we start.
Most teams get back 15–20+ hours a week once their first system is live — time that goes straight back into client work and advice.
Yes. We integrate with most major financial services tools and platforms. If it has an API, we can connect it.
Both. We build the initial system as a fixed-scope project. After that, most clients stay on a monthly retainer for optimization, new automations, and support.
No. We design every system for non-technical users and provide full training. If your team can use email and a CRM, they can use what we build.
We build with GDPR, UK and Irish data protection rules, and North American privacy requirements in mind, alongside your own regulatory obligations. All data stays in your systems. We do not store client data on our end.
That is exactly what the free strategy call is for. We audit your workflows, identify the biggest time-wasters, and recommend the highest-ROI starting point.
Let's fix what's
costing you time.
Free 30-minute strategy call. We'll identify where your team is losing time, what can be automated and what the potential payoff looks like. No pitch. No pressure.
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