We’re opening Weave to our next batch of design partners

Weave is the AI assistant built specially for UK financial advice firms. We’re inviting more customers to experience the benefits and help shape it to fit their way of working.

Why we built Weave

Before moving into tech, our founder Tom Matthieson worked in financial services for 10 years. One of the things he remembers most is just how much manual admin and battling with clunky systems it took to deliver financial advice.

Most firms we work with have at least five separate systems, with duplicate data entry happening across them. This unnecessary work takes time away from clients, limits capacity and increases the cost to serve clients.

That’s why we built Weave. It supports financial advisers, paraplanners and administrators to get more done with less effort.

Weave prepares client documents using your firm’s templates and carries out approved actions across the supported systems you use.

It works within strict guardrails set by your firm. Your team reviews and approves proposed actions before Weave carries them out, with a clear audit trail.

One example of what Weave can help with

Take Alex Morgan, the fictional client in our introduction video. You ask Weave to prepare Alex’s annual review pack. It uses the client information you’ve given it permission to access and drafts a suitability report in your firm’s template. Weave proactively suggests next actions and, once you approve them, carries them out on your behalf.

Your team can review the report, ask for revisions and approve the system updates before Weave applies them.

What to expect as a design partner

We’ll agree on a workflow to start with, check which tools and connections it needs, and help you set it up. You can keep your current CRM and tech stack with no need to migrate. As you use Weave, tell us where it saves effort and where your team still has to step in. That feedback will help us decide what to improve next.

The programme costs £129 per user per month, with setup and ongoing support included. If there’s a recurring task you’d like help with, bring it to the demo and we’ll talk through what Weave can do for your firm.

Book a Weave demo