YAVIA

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.

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

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

29/05/2026

A FANTASTIC RESPONSE TO THE MODERN ADVISOR WORKSHOP

We have had an incredible response to The Modern Advisor Workshop in Belfast.

With places now at capacity, we are currently reviewing whether we can open up a few additional spaces for advisors who would still like to join us on the day.

On Wednesday, 3 June 2026, we will be bringing together mortgage and protection advisors for real conversations around digital engagement, connected customer journeys, protection journeys and smarter operational efficiency.

A huge thank you to everyone who has registered so far. We are looking forward to welcoming you to our first Workshop and exploring what the future of modern advice looks like in practice.

Interested in attending? Keep an eye on this page for updates, or drop a comment below.

📍 Catalyst, Belfast
📅 Wednesday, 3 June 2026
⏰ 9:30 AM – 2:00 PM

28/05/2026

THE MODERN ADVISOR WORKSHOP - PANEL SPOTLIGHT

We are delighted to have Karen Scullion from Point 2 Mortgages joining us for the panel discussion at The Modern Advisor Workshop on 3 June.

Karen is one of the newest members of the YAVIA community.

And that makes her perspective incredibly valuable.

The modern advice journey is not just about firms that have already been using technology for years. It is also about those taking the next step now. Looking at how digital engagement, better communication and more connected client journeys can support the way they work.

New ideas.
Fresh perspective.
Real conversations.

📍 Catalyst, Belfast
📅 Wednesday, 3 June 2026
⏰ 9:30 AM – 2:00 PM
🎟️ Register here: https://eu1.hubs.ly/H0vJ8DM0

27/05/2026

Happy Eid al-Adha to everyone celebrating! 🌙

Hope your day is full of good food, good company, and a few lovely moments with the people you care about.

Sending warm wishes from all of us at YAVIA.

26/05/2026

THE MODERN ADVISOR WORKSHOP - SPOTLIGHT

What does “modern advice” actually look like in practice?

One of the key parts of The Modern Advisor Workshop will be hearing real-life insight from Marney Magee of Magee Mortgage Solutions.

Marney has not just adopted new technology.

She has built a customer journey around it.

A journey that supports clients earlier.
Keeps them engaged for longer.
And helps her team deliver a more connected experience across mortgage and protection.

At the workshop, we will look at what that means in practice.

The decisions.
The processes.
The technology.

Real insight from someone doing it every day.

📍 Catalyst, Belfast
📅 Wednesday, 3 June 2026
⏰ 9:30 AM – 2:00 PM
🎟️ Register here: https://eu1.hubs.ly/H0vD87b0

21/05/2026

One of the things we are most proud of at YAVIA is when clients tell us the platform is solving real operational challenges they face every day.

We recently received this feedback from a client:

“The app’s ability to centralise communication and document management will help the team move away from manual spreadsheets and reduce the risk of information slipping through the cracks.”

This is exactly why we build the way we do.

For many advice firms, the challenge is not that teams do not care or do not want to deliver a better customer experience.

It is that too much information still sits across spreadsheets, emails, documents and separate systems.

That creates risk.

Messages can be missed.
Documents can be hard to track.
Teams spend time verifying information rather than advancing the client journey.

At YAVIA, we believe technology should make that easier.

By bringing communication, documents, and engagement into a single structured client journey, advisors and their teams gain better visibility, stronger oversight, and a more consistent way to support clients.

A clearer way to keep clients, teams and information connected.

Book a call: https://eu1.hubs.ly/H0vxb260
Visit: https://eu1.hubs.ly/H0vx9HW0

20/05/2026

We are delighted to host our first Modern Advisor Workshop at the YAVIA base in Catalyst, Belfast.

The advice journey is changing.

Clients want better communication and a smoother experience. At the same time, firms are trying to balance growth, efficiency, and increasing expectations across the entire customer journey.

This workshop is for mortgage and protection advisors looking to respond to that shift in a practical way.

Real examples and clear strategies you can take back and apply inside your firm.

We will be exploring:
• Digital engagement
• Protection journeys
• Operational efficiency
• Customer journey improvement
• Practical strategies for modern advice firms

Including real-life insights from Marney Magee of Magee Mortgage Solutions and conversations around how leading firms are moving beyond the transaction to create more connected customer experiences.

At YAVIA, we believe the future of advice belongs to those who stay connected to clients for life. This workshop is a step in that direction.

We would love to see you there.

📍 Catalyst, Belfast
📅 Wednesday, 3 June 2026
⏰ 9:30 AM – 2:00 PM
🎟️ Register here: https://eu1.hubs.ly/H0vvfWC0

Digital engagement, protection journeys and operational efficiency strategies for modern mortgage and protection firms.

19/05/2026

Consumers now expect financial journeys to feel as simple as Amazon, Monzo, or Uber.

Instant updates.
Self-service access.
Clear next steps.
Frictionless communication.

The market is already shifting.

Monzo acquiring Habito and ClearScore acquiring ACRE are clear signs that digital engagement is becoming central to financial advice.

The opportunity is not just digitising the mortgage journey.

It is introducing protection earlier, educating clients throughout the process, and staying connected long after the sale.

That is where YAVIA fits.

YAVIA helps advisors create a connected engagement layer around their existing systems, making it easier to educate clients, surface protection opportunities, collect information, prompt action, and deliver a modern customer experience without replacing core technology.

One advisor using YAVIA reported 129% increase in protection revenue through more structured engagement, early education and automated review journeys.

Give clients the experience that feels as good as the advice behind it.



Book a call: https://eu1.hubs.ly/H0vpCVg0