Hosting a RDBR Meetup on Our Tavistock Protect Partnership

The session focused on PP Mobius, Tavistock Protect’s proprietary vertical CRM and one of the key products we have been building with their team. The platform supports the protection-sales lifecycle across onboarding, fact-finds, compliance and AML, submissions, commissions, and reporting.

The goal of the meetup was to give people across Redberry a clearer picture of the product, the client’s business, and the challenges behind the work.

Because projects like PP Mobius involve more than just delivery, the conversation covered the broader product context as well: how the partnership developed, what the client needed from the platform, what made the workflows complex, and how the team approached building a system for a regulated industry.

The session also gave the team a chance to hear directly from the people closest to the project. Product, delivery, and engineering perspectives came together to show how decisions were made, how challenges were handled, and how the product evolved over time.