At Verve, we've been cutting through the noise to showcase the different AI tools that are available to advisers and financial planning firms. Our SPOTLIGHT: The AI series will help you to navigate the current landscape of financial advice, as well as giving you the practical knowledge of AI tools available today - and those that will shape the future of the industry.
EP04
Featuring PlannerPal
Your AI assistant with fast meeting documentation, instant document generation and effortless CRM management.
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EP05
Featuring Avenir
AI to streamline advisory workflows, cutting the time advisers and paraplanners spend on admin-heavy tasks by over 90%.
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EP06
Featuring Templi
Templi is an AI powered documentation creation platform, that's designed specifically for financial advisers.
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EP07
Featuring AutoAdvise
More than just note generation - it's designed for financial advice, making compliance effortless while improving client relations.
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EP08
Featuring Aveni
An AI-driven platform transforming how advice firms manage compliance, conduct, and customer experience.
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EP09
Featuring Saturn
Saturn is designed to augment your current processes and empower your team to deliver excellence at scale.
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EP10
Featuring Marloo
An AI assistant that empowers advisers to focus on what matters: building client relationships and growing revenue.
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EP11
Featuring Aventur
London-based financial services firm on a mission to democratize investing through technology and expert planning.
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EP12
Featuring Otto
An AI automation platform designed to support advisers by handling the manual, time-consuming parts of the advice process.
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Launching an outsourced paraplanning service in 2009, Cathi unwittingly embarked on the journey that would result in Verve as we know and love today. With a passion for financial services and for breaking the mould, she uses her extensive experience, knowledge and qualifications to keep pushing new boundaries in a quest to help the industry evolve. No matter the subject area, Cathi's trying to change it for the better.
Grant has over 10 years with Verve, and is our resident technical expert. He supports advisers with technical queries, investment and platform propositions, compliance checks, creating templates and helping them to build a blueprint for their business. He also creates innovative new templates, processes and solutions internally to enhance the adviser experience.
A guide on agents and reasoning in the world of finance; exploring what financial services leaders need to know with the rise of artificial intelligence.
READ MOREUnlock the opportunities of the AI era by equipping yourself with the knowledge and skills to harness artificial intelligence effectively.
LEARN MOREJohn Netting, Chief Operating Officer at BareRock, explores how AI is reshaping financial advice, and what it means for your PII cover.
READ MOREThere are many questions when considering the adoption of AI in your business: Is this the best one for my processes? How do I ensure data security? What’s the best way to get my team to adopt it? Do I need to tell clients what I am using?
The list is endless. But fear not, we’re here to help. Without support from our technical experts and paraplanners to choose the right tool for you, and consultancy from our compliance team to ensure you have kept within the latest regulation and are dotting all i’s and crossing all t’s, we have your back.
Simply book in to chat to one of our friendly team and we’ll help you get your AI journey underway.
