Compliance Switching Service

Seamless switching at your service.

Time to move on? We’ve got your back. Just like switching banks or moving utility providers, our compliance switching service is a robust and efficient way for financial advice firms to choose Verve over a provider that doesn’t perform. And it won’t cost you anything during an overlap.

WHAT WE DO

Beat the too-long tie-ins.

Our battle against compliance frustrations wages on – now with the industry-first switching service.  As you wind down the inevitably long notice period on your existing compliance contract, we do all the heavy lifting for you to use Verve compliance instead, where the focus is on giving you simple answers and clear guidance.  

We’re making it really easy to leave behind a ‘meh’ provider and make compliance a positive experience. Expect personalised service, fair charging, transparent communication and no lengthy tie-ins.  

HOW IT WORKS

Set up and switch on.

  • Getting set up

    We use our in-house tech platform Dextera™ to create your firm’s easy-to-use dashboard, where you have full control over your compliance framework.

  • Onboarding

    Once you’re ready to switch, we work in the background to onboard your firm and staff into our system, set up the framework the way you want it, import your team’s CPD and training – and charge nothing for the whole period.

  • Switching on

    When your current contract runs out, we hit the button and your new, embedded compliance service is already populated and ready to use.

  • Going Premium

    If you have opted for our Compliance Premium service, this means that everything is all set up and ready to go for your first meeting with your dedicated consultant, meaning no time is lost and they can dive straight in to helping you sleep better at night.

WHY CHOOSE US

No support gap, no overlapping costs. No regrets!

01

Our in-house tech streamlines and automates compliance management.

02

We do all the heavy lifting to get you switched and make it simple.

03

There’s no gap in support, because everything’s set up before you move.

04

We charge nothing for the switching period.

The idea for the new service came about after speaking to so many firms who were just a bit meh about their compliance support. They didn't actively hate them. But nor did they feel they were getting huge value from them.  However, the thought of shopping around, finding an alternative, and going through the switching process felt way too much effort just to offset apathy. And so there is huge amount of inertia. And inertia is the enemy of progress. And anything that is the enemy of progress (in finance) is also an enemy of mine.

Cathi Harrison

Founder & CEO

GET STARTED

Not impressed by your current compliance support and looking to switch? Just get in touch today to book in a chat and get started.

Introducing an industry first: the compliance switching service!

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