When it comes to interacting with people, either internally or externally, we like to ensure that everyone has the same experience from Verve – no matter who they speak to or hear from. Our communication style is part of our brand, and why people like to deal with us as a business. We’re friendly and informal, but still knowledgeable and professional. Using a company-wide narrative will help in striking that balance in any communications, whether written or not.
Hello, hey, hi (yes - in that order!) - this is a guide for you (and everyone) to make sure that all new and existing communications are following the same tone of voice, demonstrating our values and mission - all helping towards attracting our ideal clients. Our approach won’t be right for everyone, so it should be easy to tell what working with us will be like immediately from any communication point, then people can make up their own mind.
This will provide practical examples, including how to change up your content depending on who you are talking to / writing for. So take the time to look through all of this carefully so that any message that you send out is consistent with Verve’s narrative.
A narrative is a more formal term for a story – so how does our story begin…?

All the best businesses have a clear direction and we’re no different. We are ambitious, we are bold and we are passionate – and ultimately, it’s that approach that has us shooting for the stars.
Our mission is two-fold. Internal to the industry, it is to design and deliver support services to modern and forward-thinking financial advisers. External to the industry, we are passionate about attracting new talent into the world of financial services by showcasing the fun and rewarding careers that are on offer and that it’s likely not at all what they’d expect it to be – no stuffy suits and briefcases over here!
So we have a strong mission. We know what we want to achieve, and we have the drive, determination and values set to make it possible.

The values that we hold are ultimately what drive us to do what we do and shape the way we do it. They are the lifeblood of the business and underpin everything that we do – from how we service our clients to how we interact with each other as colleagues. They should be at the heart of every communication you make.
Whether you’re communicating with prospective clients, existing clients, or providers and other businesses, ask yourself the questions above to help design your message.
We deliver world-class quality.
Are you demonstrating energy, passion and professionalism? Have you had your communication proofed before sending?
We keep ahead of the ‘verve’.
Is your communication future-focused? Are you showing flexibility and helping to create smart disruption within finance?
We do the right thing.
Does your communication read as respectful, honest and authentic?
We have got your back.
Can you demonstrate collaboration, and sharing your knowledge in a positive manner?
So. Who are you talking to?
There are three key audiences (among others) that you will likely be talking to on a daily basis. Each of them will have their own needs and understanding, so you will need to alter certain aspects of your communication to help engage with each in a clear way that works for them. These are:
Existing or propective clients: Our clients have been identified as both having similar values to ours and having a need for our services. As our clients are themselves in financial services, we know that they have an in-depth understanding of the products and services that we communicate.
Providers or other businesses: When writing directly for advisers and similar, it is okay to use abbreviations and some industry jargon as this can be a short-hand to understanding for those audiences.
End clients: When writing for the end client, you should avoid using acronyms and jargon where possible, keep your language to its simplest terms - keep Consumer Duty in mind when creating end-client facing communications.


Here is a list of keywords and phrases to help you build out your own communications using Verve's tone of voice. Try to ensure you keep these in mind or similar, when creating a new message:
Help you out
Working together
Anything I can do to help?
Simple
Friendly
Building relationships
Pop into
Let us know
Keep an eye out
Flexible
Give me a shout
Just following on

Our primary slogan is "Need some help starting, scaling or elevating your advice firm? Then you've come to the right place.".
This highlights the breadth of firms we worth with, from one man bands who are just starting out through to networks wanting to elevate their offering. The phrase 'Need some help...' also references the range of support services that we offer to our clients.

All of our communications should centre around the following themes:
"We do everything but give advice."
To be used when talking about the range of services that we offer; from our roots in paraplanning, compliance and training to our newer services such as marketing.
"Financial services, just not as you know it."
To be used when talking about our unique, innovative approach to financial services; scrapping the stereotype of men in grey suits with briefcases.
"Supporting firms to start, scale and elevate."
To be used when talking about the range of businesses we support; from one man bands just starting out to large-scale advice networks looking to elevate.
"The business dashboard you didn't know you needed."
To be used when talking about Dextera; giving users the ability to manage their entire business, tap into Verve services and get technical support on hand.
"Building the foundations of finance."
To be used when talking about the work we're doing through our not for profit, the Verve Foundation, to support the transformation of the Financial Services industry.
About us:
We do everything but give advice, no really! [informal and friendly]
Our expertise [knowledgeable] across Verve, and the range of services [helpful] we’re able to offer advisers, has led us to develop some brand new offers to help support [collaborative] and shape your business. We provide [supportive] financial planners, of all shapes and sizes, with the best [passionate] support services around.
We empower and enable them to focus on providing the ultimate service to their clients [sharing knowledge]; while we take care of the rest. From creating your firm’s fingerprint with our DNA service, right through to marketing and design support, we’ve got the solution that fits your needs.[positivity]
Email:
Hi Jemima, [informal, approachable]
Hope you’re keeping well and had a lovely long weekend. [friendly] I had a bit of time off last week and came back to the fab news [positivity] that I’ll be your admin manager for your upcoming project. I just wanted to drop you a little line to introduce myself… hi! [simple and clear]
If you have any initial questions or need any help [supportive] in sorting out the IO licences, just give me a shout. I’m meeting with the rest of the team next week, so if you have any specific [knowledgeable] information / questions you’d like raised at that meeting, please let me know. [working together]
Very much looking forward to working with you. [energetic, positive ending]
All the best, [never kind regards]