Glimzer joins the Consumer Duty Alliance as an Affiliate

We're happy to share that Glimzer has become an Affiliate of the Consumer Duty Alliance.

The Alliance is an independent, not-for-profit professional body that supports the retail finance sector in putting Consumer Duty into practice. Its Affiliate scheme gives technology providers and other organisations a way to contribute to that work and share experience with the profession.

We joined because the way advice firms organise their work has a bearing on the service clients receive. Software providers have a part to play in making that work easier, and we want to be involved in the conversations about how to do it well.

Much of the effort in an advice firm happens between client meetings. An email arrives with new information, a provider asks for a document, or a colleague needs an update before they can progress a case. Each task may be straightforward on its own. Handling it can take longer when the relevant information sits in different systems or the next step depends on someone remembering to follow up.

Our founder, Tom Matthieson, has worked in administration, paraplanning and financial advice. He knows the work involved in keeping client matters moving, including the chasing and repeated updates that rarely feature in a software demonstration.

That experience has shaped Glimzer.

Workspace gives advisers and support staff a shared place to manage client work. It brings client information and workflows together, so colleagues can see the context of a case and what needs to happen next.

We're also developing Weave, our AI assistant for financial advice teams. It uses information from emails, documents and connected systems to prepare work for the team to review. The aim is to reduce repetitive administration while keeping decisions and approval with the people responsible for the client.

Consumer Duty is relevant to how we approach both products. Clear records and reliable follow-up can support client service, while firms still need to assess the outcomes their clients actually experience.

Joining the Alliance gives us an opportunity to discuss these practical questions with people across the sector. We hope to contribute what we learn from building technology for advice teams and hear where firms need more support, particularly as they consider how to use AI in their day-to-day work.