YAVIA

Name: YAVIA
Address: Belfast, GB
Telephone: +447851237192

YAVIA - The Client Engagement Platform for Financial Advice

16/08/2026

What kind of an advisor are you?

◼️ The Organiser
Has every client, document and task exactly where they need to be.

◼️ The Automation Fan
If it can be automated, it will be automated.

◼️ The Opportunity Spotter
Always looking for the next conversation hiding in the client data.

◼️ The “I Just Want Everything In One Place” Advisor
Mortgage here. Protection there. Pensions somewhere else.

Why choose just one?

With YAVIA, you can be all four.

Book a call: https://eu1.hubs.ly/H0xFcsg0

13/08/2026

If you have ever tried to keep a client journey moving through emails, phone calls and different systems, you will know the feeling.

A document is sitting in an inbox. A client needs to send something over. An update gets missed. And before you know it, there is another email to chase.

The YAVIA app gives your clients one simple place to manage their journey with you.

They can complete their profile, upload documents, chat with you, work through their budget and view their products, all from one place.

For advisors, it means less back-and-forth and a clearer view of what is happening throughout the client journey.

That's YAVIA. One place for your client journey.

Book a call: https://eu1.hubs.ly/H0xCyVl0

12/08/2026

This month, we are releasing a new way to gather client information.

We know that collecting the right information at the start of the advice journey is crucial and can take time. There is the back-and-forth, the forms, the chasing, and making sure everything you need has been provided.

So, we have been working on a simpler way to do it.

Something designed around how advisors work, while making the experience feel much easier and more straightforward for clients.

It's been shaped by conversations with advisors, feedback from client journeys, and a lot of thinking about what advisors actually need.

If improving your client journey is on your list, you’ll want to watch this space.

Coming this month.

11/08/2026

Four years with Hugh Hessing at YAVIA! 🙌

Today we are celebrating four years since Hugh joined YAVIA as our Chairperson.

Over that time, Hugh has helped us navigate change, challenge our thinking and stay focused on where we want to go. His experience and perspective have been invaluable as we have continued to grow and evolve.

We are incredibly grateful for the support and guidance you continue to give us, Hugh.

Thank you for being such an important part of the YAVIA journey.

Here is to everything still to come! 💜

09/08/2026

Here's an uncomfortable question: how many of your past clients would call you first tomorrow?

Not the recent ones. The ones whose fixed rates are ending right now.

For most advisors, the honest answer is "not enough." And it's rarely because the advice wasn't good, it's because the relationship went quiet after completion.

That silence is expensive. Missed remortgages. Protection conversations that never happened. Referrals that went somewhere else.

The fix isn't working harder. It's staying connected - automatically.

If you would like to see how YAVIA helps advisors stay connected throughout the entire client journey, we would love to show you.

Book a call: https://eu1.hubs.ly/H0xwmdb0

06/08/2026

What if your client could go from downloading your app to receiving a Decision in Principle in just one hour?

That sounds ambitious.

But that's exactly what happened for Justin Moy at EHF Mortgages.

Justin recently shared this with us:

"The client downloaded the app, registered and uploaded everything we needed. Within an hour, we had completed a Decision in Principle, and within 24 hours, we had moved to a full application. That is very impressive."

When clients know exactly what they need to do, can upload documents in one place, and advisors have everything they need from the outset, the process becomes simpler, faster, and smoother for everyone involved.

An hour for a DIP.
24 hours to a full application.

That's what a great client journey looks like.

Brilliant work, Justin. 👏

05/08/2026

That's a wrap on another Modern Advisor Webinar.

A big thank you to everyone who joined us today and helped make it a great session.

A special thanks to Marney Magee from Magee Mortgage Solutions for sharing how YAVIA supports her advisory practice. Hearing first-hand how technology can simplify processes, enhance the client journey, and create more natural opportunities for protection conversations is exactly what these webinars are all about.

Thank you again to everyone who attended; we are already looking forward to the next Modern Advisor Webinar.

04/08/2026

One day to go.

If you have been meaning to register for the Modern Advisor Webinar with Marney Magee, now is the time.

Marney runs Magee Mortgage Solutions and has been using YAVIA to build a client journey that works, and she is walking us through exactly how.

Come away with a clear, working example you can apply to your own practice.

📅 Wednesday, 5th August
🕛 12 Noon
🎟️ Register here: https://eu1.hubs.ly/H0xqtQy0

31/07/2026

1000 clients.

Today, we want to celebrate Marney Magee and everyone at Magee Mortgage Solutions on reaching an incredible milestone.

Behind that number are thousands of conversations, thousands of journeys, thousands of documents managed, thousands of messages, and, most importantly, 1000 people who have trusted Marney and her team to help them through some of life's biggest financial decisions.

We have had the pleasure of seeing the work that goes into building something like this firsthand, and we are incredibly proud to play a small part in Marney's journey.

Congratulations on everything you have achieved so far.

30/07/2026

Every good advice conversation starts with understanding the full picture.

Not just what a client earns.
Not just what they spend.
But what their finances actually look like day to day.

The YAVIA Budget Planner helps advisors bring income, expenditure and disposable income together in one place, making it easier to understand affordability and have more meaningful conversations with clients.

Because it's built into YAVIA, the Budget Planner isn't just used once and forgotten. It becomes part of the client's ongoing journey, with everything stored securely in one place for future conversations.

Sometimes, the simplest tools make the biggest difference.

Visit: https://eu1.hubs.ly/H0xk2CQ0
Book a call: https://eu1.hubs.ly/H0xk1SV0

Address

Belfast

Telephone

+447851237192

Website

http://yavia.co.uk/

Alerts

Be the first to know and let us send you an email when YAVIA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to YAVIA: