Delegate the Work. Own the Judgment.
Weave turns client context into prepared updates, documents and follow-up across the systems your firm already uses, with your team reviewing the work before it proceeds.
Glimzer
Outlook
SharePointTurn Client Context into Reviewed Work.
Use information from your CRM, Microsoft 365 and supported business tools to prepare updates, documents and follow-up. Your team checks the work and decides what happens next.
Work moving. You in control.
- Chase outstanding LOADraft ready
- Prepare investment applicationReady for review
- Draft client follow-upReady for review
- Organise next actionsReview tasks
Review and approve before work leaves your firm.
Keep Your Tech Stack. Put Weave to Work Across It.
Use Weave across your existing CRM, Microsoft 365 and supported business tools to carry out tasks and reduce repeated data entry. There is no CRM migration required. If you choose to move later, the Workspace + Weave package brings your CRM and AI together.
Use Your Processes, Templates and Review Points.
Shape Weave around the way your firm works, including the information it uses, the outputs it prepares and the points where your team checks and approves the work.
Know What Weave Can Access and Change.
Agree the systems, information and actions available to each workflow during early access. Keep permissions and review points clear, with your firm responsible for approval.
Frequently asked questions
Do we need to change our CRM?
No. Use standalone Weave across your existing CRM, Microsoft 365 and supported business tools. Choose Workspace + Weave when your firm wants to move its CRM and use AI together.
What does early access mean?
Weave is being developed with advice firms. We demonstrate the available workflows and connections before agreeing your setup.
Who approves external actions?
Your team reviews and approves prepared work before it is sent or submitted. Your firm retains responsibility for its advice and client communications.
Your client data.
Protected at every step.
Glimzer is built on enterprise-grade security to protect your firm’s work and your clients’ data. UK hosting, encryption at rest and in transit, role-based access controls and daily backups keep protection built into every step.
Your data stays yours. Customer inputs, outputs and documents are not used to train underlying AI models.
- Cyber EssentialsCertified
- UK GDPRData protection
- UK hostingCustomer data
- No model trainingYour data stays yours