YAVIA YAVIA - The Client Engagement Platform for Financial Advice

17/06/2026

📱 YAVIA Mobile is live.

The broker platform is now on your phone.

Client notifications, client records, invites, outbound tracking and video uploads - all available wherever you are working from.

No more waiting until you’re back at your desk to see what’s happening with a client. When a new message comes in, you can see it. When a client updates their goals, you know straight away. You can send an invite between meetings, check who’s been sent what, or upload a video without needing to open your laptop.

The broker platform you already know, now available wherever your work takes you, whether you are between meetings, on the road or away from your desk.

YAVIA Mobile is live.

Book a call: https://eu1.hubs.ly/H0wcPFP0
Visit: https://eu1.hubs.ly/H0wcP2F0

We recently ran our first Modern Advisor Workshop at Catalyst Belfast, and a couple of things from the feedback stuck wi...
16/06/2026

We recently ran our first Modern Advisor Workshop at Catalyst Belfast, and a couple of things from the feedback stuck with us.

Every advisor who came named compliance and admin workload as one of the biggest challenges they’re facing right now.

Most of them put AI and automation at the top of their lists of technologies that actually interest them.

Some are spending up to 10 hours a week on admin that they believe could be automated.

We asked what they would do with that time back if they had it.

The answers were a good reminder of why any of this matters.

Growing the business.
Speaking to more clients.
Honestly, just relaxing.
Having a hobby again.

Then there was this, from one of the advisors in the room:

“Seeing the system live made all the difference. On-screen demos just don’t do it justice. Watching an advisor use it in real time puts it into perspective: how much time you save, and how the file stays compliant under Consumer Duty rules.”

That's pretty much why we run these live instead of just talking about it on a slide.

The response to the workshop has been incredibly positive.

A huge thank you to everyone who joined us, contributed to the discussions, and took the time to share their feedback.

We are looking forward to doing it again soon.

Book a call: https://eu1.hubs.ly/H0wbwyf0
Visit: https://eu1.hubs.ly/H0wbvQ30

We have something new releasing this week.We are bringing the YAVIA broker platform to mobile.We know brokers are often ...
15/06/2026

We have something new releasing this week.

We are bringing the YAVIA broker platform to mobile.

We know brokers are often on the move, so we have created a mobile version of the broker platform to help you stay connected wherever you are. You’ll be able to check notifications, client overview, client updates, and manage communications straight from your phone.

YAVIA Mobile makes it easier to stay organised, respond quickly and keep up with client activity when you are away from your desk.

We can't wait to share more with you soon.

Book a call: https://eu1.hubs.ly/H0w8G350
Visit: https://eu1.hubs.ly/H0w8FKG0

We are in London today for ProtectZ by Protection Review.A brilliant event bringing together the next generation of voic...
11/06/2026

We are in London today for ProtectZ by Protection Review.

A brilliant event bringing together the next generation of voices in protection.

We have our co-founder and CTO, Desmond, in the room representing YAVIA.

It is great to see conversations focused on how the industry connects with younger customers, how they think about protection, and what needs to change if we want protection to feel more relevant, accessible and easier to understand.

These conversations really matter.

Proud to be supporting and sponsoring the event today.

10/06/2026

LIVE NOW: AI Auto-Fill Phase 2

This time, it starts with the client.

Clients can now upload a mortgage or insurance document directly through the YAVIA mobile app.

AI Auto-Fill extracts the key details and populates the right fields.

Simple.
But it makes a real difference.

This is exactly how we want technology to work.

Quietly in the background.
Making the process easier for everyone.

Now live.

Visit: https://eu1.hubs.ly/H0w2wdh0
Book a call: https://eu1.hubs.ly/H0w2ww00

We are off to Dublin this week for the InsTech Transformation Summit 2026.It’s set to be a great day with insurers, rein...
09/06/2026

We are off to Dublin this week for the InsTech Transformation Summit 2026.

It’s set to be a great day with insurers, reinsurers, brokers and insurtechs coming together to talk about AI, operational excellence and the future of insurance.

Joanne and Alina from the YAVIA team will be there, and we’ll have a stand on the day too.

If you are attending, come and say hello. We would love to connect.

See you there.😊

AI Auto-Fill was built to solve a problem every adviser knows.Spending hours pulling information from documents.Double-c...
08/06/2026

AI Auto-Fill was built to solve a problem every adviser knows.

Spending hours pulling information from documents.
Double-checking details that have already been provided.
Getting stuck in admin when you'd rather be helping clients.

The fix was simple.

Upload a mortgage or insurance document. The AI pulls through the key details and fills in the information for you.

Advisors using it have already seen the difference.

Less admin.
Less paperwork.
Fewer missed details.

That was just the beginning.
We have been working on the next step in the journey.

And this time, it starts with the client.

Stay tuned.

Today, we held our first Modern Advisor Workshop at Catalyst, Belfast.This workshop was created to bring advisors togeth...
03/06/2026

Today, we held our first Modern Advisor Workshop at Catalyst, Belfast.

This workshop was created to bring advisors together to share experiences, discuss challenges and explore what the future of advice looks like in practice.

The conversations today showed just how valuable it is when advisors have the opportunity to step back from the day-to-day and learn from one another.

A room full of advisors talking about the reality of running an advice business today.

The pressure on time.
The expectations from clients.
The challenge of staying connected.
The need to be more efficient without losing the relationship.
The opportunities that can slip through the cracks without the right tools.

The future of advice is not about replacing advisors.

It is about helping advisors spend more time doing what they do best — building trusted relationships, delivering better customer outcomes and creating stronger businesses.

A huge thank you to Marney Magee for being an absolute rockstar today and sharing her experience, and to everyone who came along, contributed and helped shape the conversation.

Today was about listening, learning, sharing, challenging and improving.

And it feels like a really positive start.

A FEW FINAL SPACES ARE NOW AVAILABLEAfter a brilliant response to The Modern Advisor Workshop, we have been able to open...
02/06/2026

A FEW FINAL SPACES ARE NOW AVAILABLE

After a brilliant response to The Modern Advisor Workshop, we have been able to open up a few final spaces for advisors who would still like to join us in Belfast tomorrow.

The workshop is bringing together mortgage and protection advisors for conversations around what is changing in advice, how client expectations are evolving, and where digital engagement can make a real difference.

We will be talking about:

How advisors can stay better connected with clients.
How technology can support the advice journey.
How firms can create a more joined-up client experience.
And what the modern advice business looks like in practice.

There are only a few spaces available, and the workshop takes place tomorrow. Register now if you would like to join us.

🎟️ Register here: https://eu1.hubs.ly/H0vRJPl0
📍 Catalyst, Belfast
📅 Wednesday, 3 June 2026
⏰ 9:30 AM – 2:00 PM

THE MODERN ADVISOR WORKSHOP - PANEL SPOTLIGHT We are delighted to have Aaron McElhinney from Smart Mortgages joining the...
01/06/2026

THE MODERN ADVISOR WORKSHOP - PANEL SPOTLIGHT

We are delighted to have Aaron McElhinney from Smart Mortgages joining the panel discussion at The Modern Advisor Workshop on 3 June.

Aaron is one of the earliest members of the YAVIA community and someone who has been part of the journey from the beginning.

He has always been open to new ideas, new ways of working, and building a better experience for clients.

Recently, Aaron was recognised at the Bankhall PMS Conference, where he received the Unsung Hero Award.

A brilliant achievement, and very well deserved.

At the workshop, Aaron will bring his real-world perspective on what it means to build a modern advice business, stay connected with clients, and keep improving the journey.

Real insight from someone who has been doing the work every day.

A small number of additional spaces have now become available. If you would like to join us in Belfast, now is the time to register.

🎟️ Register here: https://eu1.hubs.ly/H0vNq-w0
📍 Catalyst, Belfast
📅 Wednesday, 3 June 2026
⏰ 9:30 AM – 2:00 PM

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