Treat GDP forecasts as scenarios; pick useful tools and keep a person approving. Openwork partners with AdvisoryAI; AI adviser reports and compliance checks planned (4 Nov).
What was reported
Money Marketing, 4 November 2026 (Momodou Musa Touray). Openwork announced a partnership with AdvisoryAI at its Advice Conference in Telford. Advisers can already use AdvisoryAI's meeting-notes assistant Evie and Atlas (opportunity spotting from notes) via Openwork's digital marketplace.
Planned further functions include AI-generated suitability reports, annual review letters and compliance checks to flag file gaps before cases reach compliance teams, with a longer-term goal of producing suitability reports inside Openwork's own suite. Openwork chief commercial officer Rob Askham and AdvisoryAI CEO Alan Gurung both framed the aim as cutting admin so advisers can spend more time with clients.
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