THE SERVICE

Our expertise across The Verve Group, and the range of services we’re able to offer advisers, has led us to develop a core offering, to help you build the blueprint for your business.

Product Governance (PROD) guidelines introduced by MiFID II mean that a full review and segmentation of your client bank is now a regulatory requirement; but is still rarely done and documented as it should be.

Leading on from this, is an understanding of the best investment proposition for your client segments (Centralised Investment Proposition) and then, a review of the platforms or providers that can best facilitate your client needs (Platform Due Diligence).

Pulling all of these together, in a cohesive and structured way, will mean:

Simplification by segmentation.

Know your clients, understand their needs and build appropriate client segmentation rules. This will simplify, and thus de-risk your business, as well as enabling you to ensure you are working in a profitable manner.

Streamline and save time.

Provide consistency across your business, for both existing advisers and future ones. Centralise your advice proposals saving you time in the future, eliminating the need for research and analysis on a case by case basis.

Cement and implement.

Build a robust centralised file which covers all aspects of PROD, CIP & PDD, ensuring you are set for the future. Speaking of future, we’ve also got the future proofing underway in the form of annual reviews.

Let’s talk

Want to know more about our DNA service and how it can work for you?

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Latest News

Take a look at the latest news from across the group.

Reflections

The Importance of File Checks
25/05/2022

Whilst It’s tempting to grunt at the idea of combing through countless reports, illustrations, and phonebook-sized provider KFDs, what if you were missing something on your client file? For [...]

Industry Insight

Checks and Balance
23/05/2022

File checking in a business is generally completed because it has to be done. It’s a chore. One that may not necessarily fall to the same person in the [...]

Ctrl. Alt. Meet.

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An evening of Ctrl. Alt. Meet. 
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Despite the name, there were no Zoom links.  For the first time in nearly two years, together with our friends at Haystack and Pardoe Wray, we hosted an in-person [...]

Support

Industry Insight Press Reflections

The backbone of advice firms
11/05/2022

Financial administrators provide invaluable support for financial advice firms and financial administration should be considered a career in its own right, says Sophie Wilkin, financial administrator for Para-Sols. ‘Administration’ is [...]

Pros and Cons

Industry Insight Reflections

Report Templates: the pros and cons
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When it comes to documenting advice, we know that time and resource can be an issue. As advisers and planners, as much of your time as possible should be [...]

Industry Insight Press

Compliance, data migrations, and lessons learned from online wine investing
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Good financial advice compliance is rarely front-page news, but It doesn’t have to be boring. In this episode of The WealthTech Show, Cathi Harrison explains how tech can give [...]

Industry Insight

Tip top templates
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Reports within financial services can often have a reputation for being dry, using IA (incomprehensible acronyms) and being generally unexciting. They also take up a lot of time and [...]

Industry Insight Reflections

Which is the right route for you? 
29/04/2022

When it comes to documenting advice to clients, we know that time and resource can be issues. An adviser should be able to concentrate on their clients, but thanks [...]