Ningi is building an OS for the financial advice industry, 100x’ing capacity so that IFA’s can solve the advice gap.
Financial advisers spend most of their time on admin, rather than working with their clients. Clunky & disjoined tech means that it takes over 25 hours to onboard a new client – and the process is painful for everyone involved. Increasing regulation, complexity of proposition and stagnant tech providers has led to a situation where it’s so hard to give financial advice that the industry is turning its back all but the most wealthy. We’ve seen £Bn’s invested in robo advice and other tech aimed at ‘bringing financial advice to the masses’ yet, the FCA records the advice gap widening every year, the gender investment gap continues to grow and millions are seeking advice but can’t find an adviser able to work with them.
Ningi solves this by providing a single integrated, end-to-end solution which cuts away this mess and automates much of advisers’ work. Rather putting the advice process online and trying to attract D2C users via insanely costly advertising; Ningi is powering up existing advisers to do more, so they can actually work with the long line of client’s they are having to turn away. Our solution covers every part of the adviser tech stack,
- Client Engagement; website, blog posts, whitepapers, digital engagement tools and calculators
- Client Onboarding; dynamic fact find, document sharing, e-signatures,
- Automated Advice; digital, client led advice journeys integrated under a holistic financial plan
- Backoffice / CRM; client management, MI and reporting, provider integrations, income reconciliation
By integrating with best-in-class tech, where it exists, Ningi can move quickly in delivering an end to end solutions.
Founded in 2021 by Pete Ridlington, a Chartered Financial Planner with a degree in computing; Ningi moves quickly by virtue of being a true Fin-Tech – having both software engineers and practitioners in the team. Pete has almost 15 years in the industry and has worked with some of the UK’s biggest brands in financial advice. Most recently Pete was Product Director at Wealth Wizards, the UK’s leading AI based advice automation scaleup.