Platform Switching Made Simple (And Free)
A no brainer exercise
Switch providers and you could save your clients £100s per year
Find better offers and functionality providing better outcomes to clients
Save your team hundreds of days per year in ongoing admin
Consolidating clients onto the platforms with the best integrations and service
Save your business thousands in switching costs
Efficient, reliable and where required, bespoke service to help on your journey
Making a painful process, delightful
Bulk cleanse and analyse your data
Using our Woven proprietary technology, get your data ready for analysis using AI led data insights.
Once your data is clean, analysis on switching savings for you and your clients is instant.
Woven provides you with a dynamic cohorted shortlist of clients by segment with an analysis of their cost savings
Communicate with your clients at a click
Communicate with your clients using Woven templates to notify and advise on provider switches.
Tailor and configure your reports to meet the brand and tone of your firm.
Use Woven’s integrations to communicate through the appropriate method for each client.
Automated account opening
Open your accounts with ease using Woven’s individual, batch or bulk account opening feature avoiding manual re-keying of data.
Save from hours to days as our integrations transfer clean and accurate to your new platform.
Our integrated partners
Woven picks up your data from your back-office, ensures its in a clean and tidy shape, and sends it to your selected partner platforms in bulk or one by one.
Pricing options
Get started with Switch and a free trial of Analytics today