The Client Engagement Platform for Financial Advice
The intelligent experience platform transforming how Financial Advice is delivered — enabling data-informed advice across Protection, Mortgage, and Wealth journeys, with seamless automation and embedded compliance.
Every client. Every moment. Covered.
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Our Clients
Advisors grow faster with YAVIA because our platform makes protection easy, personal, and always on.
How Customers Achieve Success with YAVIA
“It’s made our protection process seamless and auditable — our clients love the simplicity, and we love the results.”
— Marcus Speirs
“iPipeline have a close relationship with YAVIA and share their enthusiasm for improving customer engagement across the industry. YAVIA’s technology puts the customer at the heart of the advice process and in time will significantly enhance behavioural data to inform decision making across the value chain.
Customer engagement will become the new battleground for competing for and retaining clients in our market – YAVIA is front and centre in this space.”
— Paul Yates
Broker IQ is an essential piece of our kit to keep our customers up to date and informed and in making us more efficient and productive. I can’t remember life before it. It really is just what we do.”
— Marney Magee
The Future-Ready Customer Journey with YAVIA
“From first contact to lifelong cover — YAVIA powers every step of the protection journey.”
Key Features That Make It Work
Intelligent Onboarding
Start strong — in minutes, not days.
Save up to 4 hours per client onboarding and fact find with:
Digital client onboarding via mobile app
Pre populated Client details, expense tracker monitoring, protection calculator, and financial goal capture
Video welcome messages and secure document uploads
Automated document templates
Result: Less admin. Better first impressions.
Adaptive Protection Triggers
The right message, at the right time.
AI-powered triggers based on life events, mortgage stages, or review cycles
Nudges to start or revisit protection conversations
Built-in reminders for annual reviews, re-mortgages, family updates, and income changes
Result: Conversations happen naturally, when they matter most.
Always-On Engagement & Compliance
No more drop-offs or gaps in cover.
Review workflows built around 6-week, quarterly, and annual timelines
Client responses, documents, and advisor actions all auto-logged
Real-time compliance trail aligned to Consumer Duty
Intelligent document analyser suggests next steps, summaries, and policy follow-ups
Result: Higher retention. More protection. Total peace of mind.
The Impact
+343% client engagement growth within 30 days
99% app adoption at leading firms
0% reliance on manual follow-ups
Advisors free to focus on advice — not admin
“Every client. Every moment. Covered.”
Who We Serve
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Helping mortgage brokers introduce protection early and naturally — turning first-time buyers into long-term clients through automated follow-ups and life-stage engagement.
Cut admin time by 50% through seamless onboarding and fact-finding, including a built-in budget planner, protection calculator, and automated document upload.
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Built for protection-first businesses, YAVIA supports proactive cover reviews, cross-sell opportunities, and full audit trails that keep advice compliant and consistent. Add a digital channel to communicate with clients, convert leads, review protection plans, identify gaps in cover, provide intelligent cover reviews, suggest missed protection opportunities — and make protection transparent for your clients.
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Streamline renewals, improve engagement, and automate reminders for home, car, and personal insurance through a modern, mobile-first client experience.
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Support long-term planning with intelligent review triggers, client goal tracking, and personalised check-ins that blend financial milestones with protection insights.
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Protection tech is the missing link in your tech stack. YAVIA offers a ready-to-deploy engagement layer that embeds protection journeys into your advisors’ workflows within minutes. Clients can be easily onboarded, and a full customer journey is automatically triggered — boosting both advisor and network-wide protection sales. All communication is documented and evidenced to fulfil Consumer Duty obligations and drive long-term compliance at scale.
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Is protection an afterthought in your software solution? YAVIA integrates seamlessly via restful APIs to deliver a front-end engagement layer that goes straight into the customer’s hand. It guides users through an intelligent, automated protection journey, using real-time customer data to improve outcomes, surface opportunities, and increase cover. Start with the customer. End with the customer.
Improve Your Customer Journey with automation and intelligent journeys
Adaptive Journeys That Trigger Action, Not Admin
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Our platform doesn’t just capture data — it uses it operationally to adapt each client’s journey in real time. Whether it's a mortgage, pension, or protection product, intelligent prompts and automated actions keep both advisor and client moving forward with clarity and purpose.
What it includes:
Dynamic, goal-based journeys for mortgage, wealth, and protection
Auto-triggered events based on life stage, document analysis, or engagement
Embedded protection discovery through smart profiling, not hard selling
YAVIA actively drives outcomes.
Trust by Design: Real-Time, Verifiable Compliance
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YAVIA doesn’t just log activity. It operationalises compliance across your firm or network — creating a real-time, auditable trail of all interactions, advice, and outcomes.
What it includes:
Activity logs and time-stamped reviews
Auto-capture of advisor and client communication
Monitoring of Consumer Duty outcomes at every level: client, firm, network
AI-Powered Insight Engine: From Data Held to Value Delivered
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Our system turns every data point into an insight — not just for advisers, but for compliance, and client outcomes. From detecting missing cover to identifying drop-offs post-sale, YAVIA keeps your firm ahead of the curve.
What it includes:
AI-powered document analysis: find gaps, spot lapsed policies
Post-sale engagement tracking by firm, advisor, or network
Behaviour-driven alerts to prevent complaints and missed opportunities
Choose the Right Plan for You
A brief overview of the plans available.
YAVIA Protection
Protection advisors & Insurance Company's
2-Way Client Messaging
Document Upload
Protection Review Reminders
Smart Client Onboarding
Intelligent Triggers
Journey Automation
Compliant by Design
YAVIA Pro
Mortgage, Protection & Wealth Advisors
White-Labeled App
AI-Driven Protection Journeys
Client Segmentation & Campaigns
Expense tracker
Protection calculator
Education hub
YAVIA Enterprise
Networks, Software Providers, CRM systems
Full Feature Suite
Custom Compliance Reporting
API Integrations & White-Label Control
Why YAVIA?
Plug-and-Play Engagement
Fast to Deploy
Ready in days with pre-built protection journeys.
No Integration Headaches
Simple bolt-on. No disruption.
FCA-Compliant
Consumer Duty -ready with full audit trails.
Instant Impact
Engage instantly. Gain insights, track interactions, and identify upsell triggers from day one.
Built to Scale
Designed to grow with your network - effortlessly.
“YAVIA makes protection part of life — not just a product.”
Want to See It in Action?
Let us show you how YAVIA can transform your business.