What Hive sees
Approved client records, previous actions, meeting notes, service tasks, contribution records and missing operational evidence.
Hive for wealth advisers
Walk into every review prepared. Leave every follow-up accounted for.
Hive assembles the operational context around a client review, drafts the follow-up trail and flags gaps for the adviser. It does not recommend investments or make regulated advice decisions.
Reads. Reconciles. Drafts. Flags. Consequential actions wait for human approval.
One operational thread
From scattered signals to reviewable work.
What Hive does
Prepares review packs, reconciles records, drafts meeting summaries and follows up agreed actions within defined controls.
What Hive returns
A source-linked adviser pack, a prioritised exception list and drafts ready for an authorised person to review.
Workflow library
Start where the work repeats.
Each workflow follows the same boundary: read the approved context, prepare the work, flag the exception and wait for a person where judgement or consequence begins.
Client review preparation
- Pain
- Review context sits across the CRM, platform records, notes and open service tasks until an adviser or administrator gathers it manually.
- Hive prepares
- Hive assembles the approved records into a review pack and highlights missing information or unresolved actions.
- Receipt
- Illustrative receipt: review pack prepared · 7 source records linked · 2 open actions flagged for the adviser.
Meeting summary and follow-up
- Pain
- Actions agreed in the meeting can take days to reach the CRM, service queue and client recap.
- Hive prepares
- Hive drafts the structured note, proposed CRM updates, owner-tagged tasks and client recap for adviser approval.
- Receipt
- Illustrative receipt: summary drafted · 4 follow-ups assigned · client email held for authorised send.
Service-request coordination
- Pain
- Routine requests cross inboxes and operations queues, leaving the adviser to chase status.
- Hive prepares
- Hive tracks the request against the approved process, drafts updates and flags any dependency or decision that needs a person.
- Receipt
- Illustrative receipt: 12 requests checked · 8 progressing · 3 dependencies chased · 1 adviser decision required.
Operational evidence check
- Pain
- A review file can look complete while a note, acknowledgement or source document is still missing.
- Hive prepares
- Hive checks the presence of required operational records and flags gaps; it does not determine suitability or regulatory compliance.
- Receipt
- Illustrative receipt: 24 files checked · 5 evidence gaps flagged · no compliance judgement made.
Confirmed integration categories
Connect the systems that already hold the work.
Hive supports integrations across these categories. Exact products, permissions and write actions are confirmed during pilot design; no connector is implied until that scope is agreed.
- Client relationship and advice-workflow systems
- Portfolio, platform and operational records
- Email, calendar and meeting records
- Document management and secure file storage
Pilot qualification
A strong fit for advice teams with a defined review process and a busy service queue.
Start with one operational workflow where the inputs, reviewer and approval point are already clear. Hive will prepare the work, not make the advice decision.
- Repeatable annual or periodic review preparation
- Named adviser and operations approval owners
- Documented boundaries between administration and advice
FAQ
Clear boundaries before the first workflow.
Does Hive provide investment advice?
No. Hive does not recommend products, determine suitability or make regulated advice decisions. It prepares operational context and drafts work for an authorised adviser.
Can Hive prepare a client review pack?
Yes. With approved access, Hive can assemble source records, previous actions and service context, then flag missing information for the adviser.
Can Hive send client follow-ups automatically?
Only within the approval policy your firm sets. Consequential or advice-related communication should remain subject to authorised human review.
Does Hive decide whether a file is compliant?
No. Hive can check whether specified operational evidence is present and flag a gap, but compliance conclusions remain with your authorised team.