Solutions - Rimbal

Rimbal AI

AI-driven systems and solutions

Rimbal AI builds AI-Driven advice and compliance solutions and services.

Unified data (CRM agnostic)

We connect to internal systems, APIs and third-party sources, creating a complete view of business data and a ‘source of truth’.

Data transformation

We perform data cleansing and transformation to build AI-grade quality data with broader AI and Machine Learning capabilities.

Machine Learning

Machine Learning architecture enables models to be developed across the core Rimbal domains and use cases from Human-In-The-Loop annotation.

Agents & automation

Application specific use cases deployed to progress autonomy across key Rimbal domains including compliance and advice automation.

Rimbal Systems

API-driven applications

Rimbal Systems builds API-driven advice and compliance systems to support the management of financial advice firms and advisers at scale with a better UX, less risk and greater efficiency.

Our systems are built to dynamically capture, unify and utilise the business critical information underpinning the provision of financial advice from onboarding to operations to compliance to the delivery of better client outcomes at scale (with less risk).

Scalable with better UX

Ability to onboard 3x faster at 20x greater throughput with a better user experience and 80% efficiency across onboarding and compliance domains.

Dynamic data model

API integration layer can capture, transform and transfer data anywhere for business critical applications and third-party integrations.

Rimbal Systems Limited is a registered Account Information Services provider authorised and regulated by the Financial Conduct Authority under FRN 925341.

Rimbal powers the award-winning IFA network and proposition ValidPath

                                ValidPath supports hundreds of Independent Financial Advisers and firms across the UK to operate and thrive.                            

Learn More about ValidPath

Our insights

Insights into the future of financial advice

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Business, compliance and advice-related services

Rimbal Services

Business, compliance and advice-related services

Rimbal provides a wide range of services and support to help financial advice firms to operate, deliver best-practice client service, and build their business.

Back Office Services

Full back-office support services include agency, revenue, reporting and regulatory management.

Adviser Services

On-demand including paraplanning, business development, marketing and investment services.

Compliance Services

Dedicated compliance resources to navigate advice, regulatory and compliance matters with confidence.

Business Growth

Business growth programme to create efficiencies, drive organic and inorganic growth opportunities and create value.

Rimbal Insurance Services

Captive PI Insurance

Rimbal Insurance Services provides captive PI insurance via a PCC structure.

Rimbal Insurance Services PCC Limited is authorised and regulated by the Guernsey Financial Services Commission with GFSC reference 2706928.

Succession, growth and acquisition finance

Rimbal Finance

Succession, growth and acquisition finance

Rimbal Finance provide access to financing, investment and transaction services to support the acquisition of client-books and businesses, and supports the entire process from feasibility and valuation to due diligence, transaction, financing, and ongoing deal administration.