Leith fintechs need AI for client reporting but compliance blocks every off-the-shelf tool
· AI Automation Services
AI Automation for Edinburgh Businesses
n8n and Claude automations for Edinburgh fintechs, legal firms and tourism operators — delivered async, with Scottish-morning overlap.
Industries I automate in
- Fintech & asset management
- Tourism & hospitality
- Legal & professional services
- Universities & research
Where teams lose time
Old Town tourism operators answer the same festival and accommodation questions thousands of times a summer
New Town legal practices lose partner hours to routine drafting and document tidy-up
Client snapshot
What this looks like in practice
Worked with an Edinburgh-based wealth management firm to automate quarterly client reports. Portfolio data feeds into n8n, Claude drafts plain-English commentary per client mandate, the partner edits and signs off in a single session. What used to be a full week of report writing dropped to roughly a day and a half, and clients got their packs before the end of month one.
Who builds it: Waseem Nasir — AI automation engineer, digital nomad from Pakistan, based in Bali/ASEAN, serving global clients.
Frequently asked questions for clients
Is it safe to use Claude for client-facing financial commentary?
Yes, with two rules: the partner always signs off before send, and no client identifiers leave your environment. I set Claude up to work from anonymised portfolio data and produce commentary a human then reviews. The AI writes the draft, the regulated professional owns the output.
Can you build an AI concierge for an Edinburgh tourism business?
Yes. Festival accommodation, distillery tours and guided-walks operators all fit the pattern — pull your FAQs, availability and policies into a knowledge base, put Claude on the front with WhatsApp or web chat, and route the edge cases to a human. Summer capacity goes up without adding headcount.
Do you work with academic and research teams in Edinburgh?
Yes, mostly for grant admin, literature screening and internal research ops rather than the science itself. The same n8n and Claude stack that runs an SME workflow handles a research group's intake, scheduling and reporting reliably, at a fraction of enterprise tooling cost.
Can I start small and scale if it works?
Yes, and I actively prefer that for Edinburgh clients. First engagement is usually one workflow, fixed scope, two to three weeks. If the numbers prove out, we extend into a retainer. If they do not, you have still removed one real bottleneck.
Book an Edinburgh automation audit
30-minute discovery call. No pitch deck. I map your current workflow, identify the highest-leverage automation targets, and tell you whether it makes sense to work together.