SPF Private Clients has signed a multi-year agreement with LendWell to introduce AI across its mortgage and protection operations. The platform is expected to support document preparation, follow-ups and case coordination through to submission, showing how established advisory businesses are moving AI from experimentation into core operational workflows.
Connect has also partnered with Curvestone AI, saying automated compliance checks can be reduced to minutes. For advisers, the opportunity is to remove repetitive administration while improving file consistency and turnaround times. The control point remains essential: firms need documented oversight, testing, audit trails and clear responsibility for advice, suitability and final case decisions.
- Map the highest-volume manual tasks before selecting a tool.
- Check how AI outputs are reviewed, evidenced and retained.
- Ensure automation supports, rather than replaces, professional judgement.