Cathi Harrison on Verve's next phase and building a sustainable Foundation

Group eyes AI, recruitment and fundraising

Isabel Baxter
clock • 6 min read

Verve founder Cathi Harrison says the business is focused on using artificial intelligence to reduce costs for advisers, while a new long-term funding commitment is allowing the Verve Foundation to build a more permanent infrastructure.

Harrison tells Professional Adviser the next phase of Verve is not simply about growing the business. It is about making financial advice more efficient – and ensuring that efficiency ultimately benefits clients. The Verve founder and CEO says the business is increasingly looking at how AI can be used across its services, from web design through to paraplanning and compliance. But rather than using the productivity gains simply to increase margins, Harrison says Verve intends to pass some of those savings on to advisers. "Our view has always been we'll use AI to make ourselves more...

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