Woven Advice is transforming the tech landscape for IFAs and Wealth Managers using data and AI. Our platform is built to improve business valuations, increase profitability and manage acquisition transition. We want to: 💻 Improve your data quality ⌚ Save time in collecting valuations 🕴️ Increase your adviser capacity and see more clients 📈 Maximise the value of your firm
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London, GB
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Do you sometimes feel like you need a computer science degree to get a simple list of clients or plans our of your back-office / CRM system? Welcome to the future with Woven Advice...🚀 Our "Ask Me Anything" feature utilises AI (Natural language processing) that doesn't touch your data, but tries to understand what you're asking for to translate it into a search. What would you ask it? #NLP #dataqueries #dataanalysis #advicetech #wealthtech
Woven helps you uncover new business opportunities as well as organise your data. With our helpful data insights, we help you visualise and quantify the problem and present you with an action list of clients to act. Get in touch for a trial on your data today.
"We need to fix our data before we can do that" "Cleansing our data will help reduce business costs" "Cleansing our data will help us adopt tech" Is only half the message. It's also a hard message to sell when you don't have the data to back it up. Last week I presented to a forward thinking group of ops and practice managers from the RIE Solutions Limited group hosted by Dominika Sieradzka-MacCuirc on presenting and visualising data. If you're having trouble getting the right buy-in and funding for your data projects, here are some ideas: 📊 Everyone responds to data/stats and insights in different ways: Know your audience. Some want charts, some want 1 liners and some want 3 page reports. Present in the right stakeholder language. 💥 Present your insights with an impact. You might need to make assumptions and estimates, but even conservative numbers will give a huge impact. (See example) 🎯 Bring in data goals or "rocks" into your planning process. Identify data work as a project and present it with its ROI. If you need help getting started, a free trial of a Woven Dashboard can help you create a plan. At Woven Advice we've put a lot of thought and time into presenting your data as insights that means something to everyone in the team. "Let your data work for you" #datainsights #datanalytics #advicetech #dashboards
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I may not have been the winner at the #wifa24 but I am definitely still a winner having the privilege of working with Helen Clark the fintech women of the year ❤️ What a star- a well deserved and hard earned title ⭐. Not to forget the dozens of other women that either won or were nominated for awards last night. Such calibre, I'm proud to be amongst you all. Thanks to our table last night for such a great time, some clients, some partners, but ultimately all great friends. Chirine Harb Ruth Lippiatt Claire Thompson Lauren Alderton Natalie Beer Roxanne Corrieri Chris Baigent-Reed - Fintech consultancy and outsourcing company Anja Turvey Kate Holland-Smith #womeninfintech #advicetech #womeninfinancialservices
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Today is an exciting day. It's Halloween 🎃 It's the day after the budget - hangovers anyone? No but really, what could get more exciting than Woven Advice Market Map day 📌 the day of every month where LinkedIn makes me feel more popular than I probably really am. 🤗 Well anyway, its been a slow few weeks in advice-tech while our clients (you) are busy adding value doing what you do best with nervous clients. We hope your tech has been supporting you through this busy period. For where it hasn't, check out the market map for ideas to explore in future. We welcome to the map this month: Addepar - A well known well adopted data, portfolio management and client management solution Paradino - An exciting new AI tech from down under from Alex G. On the Services map, we welcome: Business and Operations Management Network from Michelle Hoskin and team B-Compliant | Making quality compliance affordable compliance for financial advice firms from Victoria Pearce APFS and Data Cubed for data, AI and consultancy services Happy exploring 🌍 #marketmap #advicetech #ai #saas #weathtech
Nothing we love more than new tech with free webinars to get everyone a chance to learn and get inspired. Check this out from Redmill Advance for your adviser's CPD management needs 👇🏽
🗓️ SAVE THE DATE - We will be hosting another series of LIVE AdvanceCPD Experience Events over the next few months, where you can learn how we are redefining professional development... Join us at our next event at 1:00 PM on Monday, 4th November and discover how to streamline your CPD process with our all-in-one learning and reporting platform. You’ll discover: - How to simplify and automate your CPD process - One-click compliance reports - How to track completed CPD all in one place - Capture activities across all required categories, CORE, IDD, PTS and Mortgage - How to access 350+ modules to meet your CPD needs - Firm-level management reporting solution - How to easily identify knowledge gaps Register now to secure your place: https://bit.ly/3TDd8fx #cpd #cpdreporting #professionaldevelopment #compliance #advisers #fintech David Tait Stuart Douglas Phil Newton Commercial Director Redmill Advance Ltd Gayle Conway Jack Morris DipPFS Jon Dodson FPFS CIPD John Smith FPFS
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We all know change isn't about the tech - its about the people. So we're looking for someone exceptional to help make the Woven dream a reality. 🚀 Come join our exciting and game-changing journey. We're #hiring a new Customer Success Manager in United Kingdom. Apply today or share this post with your network.
Woven Advice reposted this
On Wednesday this week, Woven Advice had its Woven collaboration event with Jigsaw Tree Ltd, Octopus Money and Content Streams. 🤝 The theme of the night, was working together to get faster and better outcome to clients. We're at an age where technology changes are coming into the industry at lightning pace, but without partnerships, APIs, integrations to keep up with this innovation, the industry will be split into silos where lack of data portability will block any promised efficiency gains. So in true vein of the Woven Market Map - We're better together - Work with people and companies you enjoy working with and get more done. 🚀 I can certainly say I do what I love and love what I do, which includes working with great people and companies to bring down the cost of financial advice to make it more affordable and accessible to the masses. Thanks to Hugh J., Oli Brown, Julie Greenwood, Chris Baigent-Reed - Fintech consultancy and outsourcing company, Christina Henderson - Fintech consultancy and outsourcing, J-P Wilkins, Mike J. and Jo Trueman for supporting the event and for being such forward thinking partners in the space. We look forward to seeing you all at the next one 🍻
Setup your Woven Advice dashboard for instant answers to your business questions. 💰 Check your average fees per client and households with a click 🪄 Keep an eye on areas of your business that are slowing you down 🏎️ Track and measure adviser KPIs 🔺 Woven Advice - for better business and client outcomes
Our founder Nicky Sevel had a fabulous time chatting to financial advisers and operations managers about all things tech, data and AI at the The Verve Group conference #verveevolution24 Given there wasn't enough time in the day, she's offering a limited number of tech stack reviews and suggestions for IFA firms and Wealth Managers to go through any pressing technology decisions that might be on your plate at the moment. Message us here to book in! #advicetech #wovenadvice #wovenmarketmap #datanalytics #wealthtech
Setup your Woven Advice dashboard for instant answers to your business questions. 🐾 Track changes in your clients base ✅ Check your OAC across your clients 🌱 Watch the growth in your AUM 🔺 Woven Advice - for better business and client outcomes #boardreporting #customeroutcomes #consumerduty