Building PP Mobius for Tavistock Protect

Because the product operates in a regulated financial-services environment, reliability and auditability were central to the build. The system needed to support complex workflows without becoming rigid, and it needed to give the business enough flexibility to evolve as operations, regulations, and internal processes changed.

For us, the challenge was not just to build software that worked. It was to build software that could become a dependable operating layer for a growing business.

Over the course of the partnership, we worked closely with Tavistock Protect to understand the practical realities behind the product: how advisers work, where compliance risks appear, which workflows create bottlenecks, and how different teams need to interact with the same data.

The result is a vertical CRM shaped around the specific needs of the protection insurance industry, rather than a generic system adapted after the fact.

PP Mobius reflects the kind of product work we do best: complex internal systems, industry-specific workflows, long-term product thinking, and software that supports real business operations at scale. For a deeper look at the product, the workflows, and the partnership behind it, explore the full PP Mobius case study.