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.
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Model Office
An award-winning AI RegTech and digital audit platform that enables firms to self-audit and automate compliance activity across audit reports.
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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.
An expert in all things operational, processes and financial services itself, Chez helps to scope, design and manage new features and improvements in our systems. She works closely with the development team to impart her experience and knowledge to make sure the final result is exactly what our clients need.
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.
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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.
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