AI for financial advice firms.
Weave is coming soon from Glimzer. It is being shaped to work across the systems an advice firm already uses and help teams spend more time on client work.
Where AI could make a difference.
Advice firms hold valuable context across their CRM, inboxes, documents and specialist tools. Connected AI could help teams use that context while keeping people at the centre of the work.
Give time back
Reduce the effort spent finding information, preparing routine work and keeping systems up to date.
Bring context together
Help teams use the information already held across the firm without searching through every system separately.
Make work easier to follow
Keep actions, decisions and outstanding work visible so people can see what has happened and what comes next.
Designed around the realities of advice work.
Connected
AI should work with the systems and information the firm already relies on.
Useful
It should help with real work rather than adding another place for the team to check.
Reviewable
People should remain responsible and be able to understand the work the AI has supported.
Help shape what comes next.
We are speaking with UK financial advice firms about the work that takes too long, the information that is difficult to reach and where AI could provide practical help.
Common questions.
What could AI help with in a financial advice firm?
The clearest opportunities are around the work that surrounds advice: finding information, preparing routine work, keeping records current and helping teams see what needs attention. Advisers remain responsible for the advice they give.
Will Weave replace financial advisers or support teams?
No. Weave is being shaped to support people by reducing repetitive work and making useful context easier to reach. Judgement, relationships and responsibility remain with the firm.
Will firms need to replace their existing systems?
No. We are designing Weave to work across the systems a firm already uses. Glimzer Workspace will remain available for firms that want to bring more of their operations into one place.
When will Weave be available?
Weave is coming soon. We are working with UK financial advice firms now to understand where connected AI could make the biggest difference. Join the private preview to help shape it.
Meet Weave.
See the direction for Weave and join the financial advice firms helping us shape it.