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Connect for Intermediaries rolls out Curvestone AI to its 350 adviser firms

Connect for Intermediaries has partnered with Curvestone AI and is rolling out its compliance platform, connected through OMS, across the network's 350 AR firms.

Curvestone AI and mortgage and protection network Connect for Intermediaries announced a partnership on 12 October 2026. Connect is rolling out Curvestone's compliance platform across its 350 appointed representative firms.

The platform reviews every case rather than a sample, so a network can move from spot-checking a fraction of files towards full coverage, with an audit-ready evidence trail on each case. At Connect, the platform runs alongside the OMS CRM, so case information reaches Curvestone without the compliance team re-entering it. Connect says the OMS integration will also let advisers run their own pre-checks before cases go to compliance for file review.

Both firms describe this as the first phase of their work together, with more to follow as the roll-out completes.

Why it matters

Networks have to file-check the mortgage and protection cases their firms write, and a full manual check takes hours. Connect's experience shows what changes when every case is checked inside the CRM the network already uses: reviewer time moves from routine checking to coaching and training.

Curvestone AI automates compliance checks for regulated firms, including full case-file reviews, financial promotions and financial crime controls, for mortgage brokers, networks, lenders and wealth advisers across the UK.

"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."

Dawid Kotur, Founder and CEO, Curvestone AI

"As a network, we need to compliance file-check the mortgage and protection cases that all the firms do with a full check taking a human typically 2-3 hours to complete, depending on the complexity."
"Using Curvestone has brought that down to minutes, allowing our team to spend more time on high-value items such as coaching and training. In addition, the integration with OMS has improved that efficiency even further, as it saves the team having to transfer the information into Curvestone's own system."

Liz Syms, CEO, Connect for Intermediaries

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