Curvestone AI, an artificial intelligence-powered compliance platform for regulated financial services, has partnered with Connect for Intermediaries to introduce automated compliance reviews across the network’s more than 350 member firms.

The deployment is designed to replace traditional sample-based checks with comprehensive case-file reviews, enabling firms to assess every case rather than examining only a proportion of their business. Curvestone AI says this approach can help financial services firms reduce compliance risks, increase processing capacity and support business growth without proportionately increasing staffing requirements. Each reviewed case also generates an audit trail to support regulatory oversight.

The partnership includes integration with OMS, the customer relationship management (CRM) system used by Connect. By linking Curvestone AI directly with the platform, compliance teams can avoid manually transferring case information between systems. The integration is also expected to enable advisers to conduct preliminary checks before submitting cases for formal compliance review.

Curvestone AI automates compliance processes across regulated financial services, including case-file assessments, financial promotions reviews and financial crime controls. Its platform serves mortgage brokers, intermediary networks, lenders and wealth advisers across the UK.

The initial deployment represents the first phase of the partnership, with the companies planning further enhancements following the wider roll-out.

Curvestone AI founder and CEO Dawid Kotur said, “This partnership with Connect perfectly demonstrates the network use case for our proposition and shows how by using us via a CRM system like OMS, we can save both the network and AR valuable time without sacrificing quality and overall compliance.”

He added, “This is the first phase of our on-going work with Connect and we look forward to being able to announce enhancements in the coming months as the roll-out finishes.”

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