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
With Woven’s proprietary technology, your back-office data is cleansed and prepared using AI-driven insights.
Once clean, switching analysis is instant, giving you and your clients a clear view of potential savings.
Woven then delivers a dynamic, segmented shortlist of clients, complete with cost-saving analysis.
Communicate with your clients at a click
Use Woven templates to notify and advise clients on provider switches.
Tailor and configure reports to match your firm’s brand and tone.
Leverage Woven’s world-class integrations to deliver messages through each client’s preferred channel.
Automated account opening
Open accounts with ease using Woven’s individual, batch or bulk account opening - eliminating manual re-keying.
Save hours, even days, as Woven's integrations transfer clean, accurate data to your new platform.
Our integrated platform partners
Woven picks up your data from your back-office system, cleans and tidies it, then 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
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Platform Switching Eats Strategy For Breakfast
