Blevins Franks has selected agentic AI specialist Palindrome to power its European Client Solutions offering, the wealth manager’s new initiative for UK advisers with clients in Europe.
Palindrome’s technology will provide workflows to support advisers, with solutions including automating record updates, writing core suitability letters and conducting compliance checks across multiple European regulatory environments.
Through the partnership the businesses are aiming to reduce advisers’ administrative burden and drive efficiencies, particularly in situations where a single case can have several tax regimes and sets of suitability rules in play at once.
Ed Beckett, co-founder of Palindrome, said: “Blevins Franks was looking for a core AI partner that could put the data layer front and centre and connect into its existing back-office system at the deepest API level. Those core requirements are what brought them to Palindrome.
“The two firms are taking core end-to-end life cycles, such as client reviews and client onboarding, and working through how these should be rebuilt to accommodate AI agents. We are working towards end-to-end automation, starting with a set of core use cases that deliver measurable benefit early.”
Alex Miller, head of projects at Blevins Franks, added: “We are interested in helping turn the potential of AI into something that can actually improve personal interactions and make us an even better place to work and do business with.
“If AI solutions can take repetitive administration, information gathering and processing away from advisers and support teams, those advisers can spend more time applying judgement and talking directly to clients.”
