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Turn engagement into evidence.

Qube connects events, Continuous Professional Development, learning, content, and secure communication into intelligence – so adviser engagement is governed, measurable against regulatory requirements and defensible by design. The result is stronger governance, clearer oversight, and evidence that the right people received, engaged with, and understood the right information at the right time.

Discuss Qube for your firm

The problem

Your adviser engagement activity is real. The evidence isn’t.

Regulated wealth firms invest heavily in adviser engagement through events, webinars, Continuous Professional Development, learning, communication, technical updates, and relationship management. The activity is real, and the value it creates is significant.

The problem is that every interaction lives somewhere different. Learning sits in one system. Events in another. Communication in email. Knowledge across portals and documents. Every platform contains data, but none of it creates a complete picture.

The result is fragmented governance, limited engagement intelligence and evidence that has to be assembled retrospectively instead of being available by design.

MEASURABLE CONDUCT EVIDENCE

Engagement intelligence is the layer between activity and outcome.

Qube treats adviser engagement as a single intelligence flow. Inputs that today live on separate tools connect into one engagement layer. The outputs are things no individual contact point solution produces: connected evidence, distribution insight, a structured engagement record.

Qube · ENGAGEMENT INFRASTRUCTURE
Inputs — currently fragmented across point solutions
Events & webinars
CPD & accreditation
Learning pathways
Content distribution
Secure communication
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Connecting infrastructure · Qube
Engagement infrastructure – the intelligence layer
Governed, measurable, role-based, designed for outcomes-based regulation
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For ComplianceConnected evidence (TCF, Consumer Duty, COFI)
For DistributionAdviser engagement intelligence
For the firmA structured, measurable engagement and conduct record
The differentiation is the connecting layer — not the components. Most LMS, CPD and content tools run as parallel systems that never produce a connected engagement view.

Positioning

Qube is a governed engagement environment that turns adviser communication, learning and interaction into measurable conduct evidence for regulated wealth firms.

A new category of infrastructure for firms whose distribution depends on adviser engagement, and where the regulator now requires that engagement to be evidenced. Built so that engagement intelligence and conduct evidence are produced through normal use, not assembled retrospectively.

01 · Connecting

A single layer over fragmented activity

Events, CPD, learning, content and secure communication are connected as one governed environment - not five tools running in parallel.​

02 · Intelligence

Adviser engagement as a measurable signal

Engagement scoring, content interaction, learning completion, and communication responses combined into a real, current view of how each adviser engages with the firm.

03 · Evidence

Consumer Duty evidence as a first-class output

A structured engagement record produced as a by-product of normal use - designed for outcomes-based regulation and defensible to it by design.​

04 · Institutional

Built for regulated wealth at scale

Governance, brand and operational requirements of large adviser networks treated as design constraints - not features to be added later.​

WHAT QUBE MEANS FOR YOU

Different stakeholders. Different value.

For Heads of Distribution

A connected view of which advisers engage with the proposition, and which do not.

Adviser engagement scoring across events, Continuous Professional Development, content, and communication - so distribution effort can be allocated against signal rather than instinct.

For Compliance

Consumer Duty, TCF and other regulatory evidence flows from normal activity, not annual audit.

Engagement, communication, content, and learning records are captured as a structured engagement record by design, defensible to outcomes-based regulation.

For Marketing & Proposition

Real visibility into which content, events and propositions land.

A connected view of how advisers engage with the firm's communication - feeding back into proposition decisions, content strategy, and event calibration.

Next Step

See Qube configured for your firm.

A working session built around your adviser network, your engagement
programme and your regulatory environment.

Request a working session

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