A revealing new report has just confirmed what many in the UK wealth and asset management industry have been feeling: our client communication methods are due for a serious upgrade.
The 2025 Adviser Communications Report by Legado found that a staggering 85% of professionals are concerned about the security of their client communications. Furthermore, while 93% believe auditability is essential, only 27% are confident they are achieving it.
If you're juggling disjointed email chains, spreadsheets, and various siloed tools, you're not just facing inefficiency, you're exposed to risk. The report highlights that with rising client expectations and regulatory pressure, the old ways of working are no longer fit for purpose.
The good news? There is a clear path forward. The report also found that 89% of firms believe they would benefit from a single, integrated communication platform.
This is where INSTINCT comes in.
We built our engagement platform to directly tackle the core challenges advisers are facing today.
Security and Auditability by Design: Forget communication worries. We provide bank-grade encryption and immutable (unchangeable) logs for every single client interaction. This gives compliance teams instant confidence and answers that critical need for a reliable audit trail.
One Centralised Platform for Everything: Instinct centralises all your data sources—CRMs, custodians, market data feeds—into one unified hub. Whether you're creating a PDF factsheet, updating a secure client portal, or powering another system, everyone works from the same trusted dataset. No more fragmentation.
Stay Agile with AI: In a world of emerging products and regulations, you need to be nimble. Our lightweight AI tools can cut the time it takes to onboard new data feeds from weeks to a matter of days, ensuring you can adapt and evolve without delay.
Ready for Tomorrow's Demands: Our platform is modular, meaning it scales with your firm. You can add new channels, integrate new data, or expand your analytics capabilities in days, not months. We help you deliver the smarter, safer, and more efficient engagement that modern clients expect.
Take the Next Step
The demand for secure, auditable, and streamlined client communication has never been clearer. If you are one of the 89% looking for an integrated solution, let's have a conversation.
Discover how Instinct can help you and book a demo with our team to see it in action
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