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.

Taso Motsonelidze, PO and PM on the project, started with the shape of the engagement rather than the software. Two years in, PP Mobius is not a project with a delivery date - it is a dedicated Redberry team working across full-stack development, AI engineering, UX and product management, alongside a client whose advisers, compliance reviewers, finance team and management all sit inside the same system every working day. That framed everything that followed: Tavistock Protect did not need a CRM with extra fields; they needed the system their business runs on.

From there, the session moved into the parts of the product that are hard precisely because the industry is regulated. PP Mobius will not let an adviser move a case forward out of order: a quote cannot be generated until the relevant fact find sections are complete, and the Apply button only activates once compliance has approved the recommendation and every client signature is confirmed. Compliance itself now runs a mix of deterministic system checks and AI checks built on the Laravel AI SDK - each check a separate micro-agent returning its own confidence score, evidence and reasoning trace, with a human reviewer still signing off at the end. Every review version is an immutable snapshot that exports as a PDF an FCA auditor can read.

The commission engine was the clearest example of what that caution actually costs. Changing the rules that decide what hundreds of advisers are paid, weekly and in advance, is not something you cut over in a single release. So both the legacy calculation and the new six-tier logic run side by side in production: only the new one is shown in the interface, but both sets of outputs are kept, so the client's finance team can compare them line by line before the old path is retired. Product, delivery and engineering each walked through their side of that decision.