Welcome to the future of financial advice. The AI-Optimised Adviser Network combines human expertise with powerful automation, giving forward-thinking advisers the tools they need to grow, stay compliant, and deliver exceptional client outcomes faster than ever.
If you’re ready to ditch the paperwork and scale your advice firm with intelligent systems, you’re in the right place.
AI That Thinks Ahead So You Don’t Fall Behind
The financial services landscape is evolving fast. Consumer Duty regulations, increasing scrutiny, and client expectations demand a smarter way to work. That’s where our AI-enhanced adviser network steps in.
We equip you with AI-driven compliance tools, smart onboarding, and predictive analytics that don’t just tick regulatory boxes; they anticipate your next move.
Did you know? AI platforms can reduce your compliance file check time by up to 70%, freeing you to focus on clients, not admin.
Liz Syms: Leading the AI Evolution in Financial Advice
At the helm of Connect is Liz Syms, CEO and founder and one of the UK’s most forward-thinking voices in adviser support. As CEO, Liz has long championed the integration of AI technology as a tool to empower, not replace, human advisers.
Her belief is simple yet powerful:
“AI is here to enhance the adviser’s role, not diminish it. By automating the admin and compliance friction, we free advisers to do what they do best build relationships and give great advice.”
Under Liz’s leadership, Connect has invested in cutting-edge AI systems that streamline compliance, personalise client journeys, and offer real-time insights into adviser performance.
Her approach to innovation is grounded in practical support. That’s why Connect’s AI-Optimised Adviser Network isn’t just about tech, it’s about putting AI to work in ways that genuinely improve daily workflows and client outcomes.
Liz continues to lead industry discussions on how AI can future-proof advice firms and raise professional standards without losing the human touch.
From Tick-Box Compliance to Smart Oversight
Traditional compliance processes are slow, manual, and error-prone. Our AI tools offer a new standard:
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🧠 Real-time file checks that flag issues before they escalate
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🔍 Suitability report automation to ensure consistent, FCA-aligned advice
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📊 Smart dashboards that track trends and identify training needs
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🔄 Ongoing CPD nudges to keep you ahead of regulatory change
All wrapped into an adviser platform that feels intuitive, fast, and designed for the way you actually work.
Tailored for Forward-Thinking Advisers
This isn’t about replacing you. It’s about augmenting your advice process so you can grow your business with confidence.
Whether you’re a solo adviser building momentum or part of a growing team, our AI-powered network offers:
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Seamless FCA compliance
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Access to specialist mortgage lenders and tools, see our Specialist Mortgage Network
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Scalable systems and support to future-proof your model
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Better oversight without micromanagement
Support for Newly Qualified Advisers
Just starting? AI tools can level the playing field. From guided suitability templates to automatic client file reviews, our network helps you avoid rookie compliance errors and build trust from day one.
Check out our dedicated Adviser Mortgage Network for the Newly Qualified for more.
Tech-First, People-Focused
Behind every AI insight is real human support. Our team includes experienced compliance specialists, tech coaches, and mortgage mentors, all dedicated to helping you win.
You’ll get:
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Onboarding support and training
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Access to our AI-enhanced mortgage CRM
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Ongoing help from people who understand your business goals
Looking for a broader growth strategy? See how AI fits into a wider Mortgage Network for Advisers approach.
Why AI and Advice Go Hand-in-Hand
Your clients expect speed, clarity, and precision. With an AI-Optimised Adviser Network, you can:
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Give faster responses
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Document advice more clearly
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Spot emerging client risks early
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Reduce the risk of regulatory fines
You’re not just reacting, you’re leading.
Ready to Grow Smarter?
This isn’t just a network. It’s a launchpad for mortgage advisers who want to work intelligently, scale confidently, and meet 2025’s demands head-on.
Thank you for reading our publication, “AI-Optimised Adviser Network | Join Connect Network.” Stay “Connect“-ed for more updates soon!