EVDigital - scalable hybrid advice

Bridge the advice gap with a solution that seamlessly blends digital efficiency and human expertise. 

Hybrid Advice

Unlock the potential of your advice business with EVDigital, our next-generation hybrid advice solution. Built on scalable API and cloud architecture, it allows you to craft consistent, high-quality financial journeys that seamlessly blend digital innovation with the human touch. 

Whether your customers prefer a fully digital experience or require the reassurance of a human adviser, EVDigital provides the infrastructure to serve them all. We empower you to bridge the advice gap, serving the mass market efficiently while enhancing the service you provide to high-net-worth individuals. 

Comprehensive advice modules

EVDigital is designed to support the full financial lifecycle. You can deploy individual modules or a fully integrated suite to cover every stage of your customer’s journey. 

  • Dynamic Client Fact Find - start every journey with clarity. Our intelligent triage and dynamic fact-find captures a complete financial picture, covering assets, debts, and incomes. It uses smart session management and contextual memory to ensure data is captured once and used seamlessly across all channels. 
  • Investment Advice - automate and streamline the investment process for ISAs and General Investment Accounts (GIAs). From risk profiling to suitability reports, our algorithms support consistent recommendations for both growth and income goals. 
  • Retirement Planning - deliver robust advice for life’s most complex financial transition. EVDigital covers the full spectrum of pre-retirement, at-retirement, and in-retirement planning. It handles complex cashflow modelling and sustainability assessments to help clients secure their future. 
  • Protection - ensure your clients are covered for the unexpected. Our protection module handles both life protection and mortgage protection, integrating risk assessments to provide holistic security for individuals and families. 
The solution for a changing landscape

The solution for a changing landscape

The financial industry is evolving. EVDigital was created to solve the dual challenge of building systems that grow efficiently while maintaining the essential personal connection customers value. 

Our solution transforms manual, time-consuming processes into streamlined digital workflows. It allows you to offer precision-engineered consistency in advice delivery, reducing costs and ensuring transparency throughout the customer lifecycle. By integrating EVDigital into your ecosystem, you can broaden access to your offering and support customers through every step of their financial lives. 

Core capabilities

Beyond specific advice journeys, EVDigital provides the technical engine required to run a modern advice business. 

  • Sophisticated engines - utilise advanced recommendation algorithms and stochastic cash flow modelling to project realistic future outcomes. 
  • Risk intelligence - provide deep insights with comprehensive assessments covering volatility, sequencing risk, and market lurches. 
  • ESG integration - incorporate ESG and sustainability frameworks directly into the advice journey. 
  • Joint life advice - support individual and joint life advice scenarios with ease. 
  • Global ready - scale your business with multicurrency internationalisation support. 
Core capabilities

Proven impact

EVDigital is not just a concept, it is a proven engine for growth and efficiency. By automating data entry and processing, we help you focus your valuable adviser time on what matters most, the client relationship. 

Operational efficiency 

  • Achieve up to 90% time savings in savings advice delivery. 
  • Realise 63% time savings in investment advice provision. 
  • Significantly reduce manual processing time through automated processes. 

Customer engagement 

  • Drive higher engagement with a 193% increase in savings journey completion rates. 
  • See a 109% increase in investment journey completion. 
  • Serve thousands of customers monthly with consistent, personalised guidance. 

AIB life - a success story

AIB life emerged as the first greenfield retail life company built in Ireland in a generation, the result of a strategic joint venture between AIB and Great-West Lifeco. To bring this vision to life, they required a differentiated customer proposition capable of handling high volumes from day one. 

We were selected as a key technology partner to deliver the financial planning layer of their new digital ecosystem. By integrating EVDigital into their wider infrastructure, we enabled AIB life to go from contracting discussions to live in under 18 months with a fully cloud-based solution. 

The result was a multi-award-winning platform that allows customers to choose between digital-first or adviser-led offerings. Since launch, they have served over 2,000 customers monthly, with high adoption rates across protection, investment, and pre-retirement advice. 

"Our solution provides us with a modern platform that enables us to offer cost-effective, personalised consistent advice to consumers, no matter how or when they engage with us. The integration of EV into our wider technology ecosystem has broadened access and the appeal of our offering, ensuring we can support customers through each step of their financial lives."  

Tom Matthews, Head of Commercial Strategy, Advice & Distribution at AIB life. 
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Our approach

We believe in a partnership model that ensures our technology aligns perfectly with your vision. 

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1. Consultation - we start with an initial consultation and needs assessment to understand your specific challenges. 
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2. Design - we work with you to create a customised solution design that aligns with your branding and customer proposition. 
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3. Implementation - our phased implementation approach ensures a smooth deployment, supported by staff training and capability building. 
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4. Optimisation - we provide continuous optimisation and support, helping you fine-tune the experience as your business grows. 

Ready to build the future?

Let us help you deliver cost-effective, accessible financial planning that consistently delivers the best customer outcomes. 

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