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The system, which is being rolled out in stages, will replace the group’s existing Infynity platform as part of a broader rebuild of its CRM.
Finsure Group CEO Simon Bednar said the transition would be incremental, with functionality introduced progressively rather than through a full system switch.
AI embedded from the ground up
Finsure said Metanoia has been developed entirely from scratch, allowing AI to be integrated at a foundational level rather than added onto legacy systems.
According to the aggregator, this enables AI to operate across the full broker workflow, from client engagement through to loan processing and ongoing management.
Bednar said the group had invested heavily to ensure the platform delivers advanced capabilities aligned to broker needs.
“Metanoia has been built entirely from the ground for two key reasons,” Bednar said.
“Firstly, it ensures the platform is purpose-built for mortgage brokers. Rather than stitching together existing systems, we’ve been able to design every component with a deep understanding of broker workflows, challenges, and client needs.
“Secondly, building in-house gives us full control over development. This allows us to be far more agile, continuously improving and evolving the platform in response to broker feedback and industry changes.”
The aggregator also said that embedding AI natively allows for more tailored functionality than external tools layered onto existing CRM systems.
‘Agentic team’ model introduced
A central feature of the platform is the introduction of what Finsure describes as an “agentic team” – a suite of AI-driven tools designed to support brokers with administrative and process-based tasks.
These tools can be used flexibly across workflows, handling functions such as data capture, document collection, and process management.
“This isn’t about replacing people,” Bednar said.
“It’s about equipping brokers with their own scalable digital workforce that works alongside their human team.”
Metanoia product lead Gavin Hoy said the system had been designed to remove friction from the loan process.
“Our focus is on streamlining data capture, reducing duplication, and simplifying compliance so brokers can spend more time advising clients and less time chasing documents,” he added.
The new loan application flow is currently in pilot phase, running through to the end of April, with a broader release scheduled for midyear.
Staged rollout enables iterative development
Finsure has adopted a phased rollout model, allowing new features – including AI functionality – to be introduced and refined over time.
The aggregator said this approach supports both platform development and broker adoption, avoiding the need for a single large-scale transition.
“We’ve taken a staged rollout approach to ensure each component is refined and delivers real value from day one,” Bednar said.
“It also helps greatly with the training piece – brokers won’t be expected to learn a new platform overnight but can become familiar with each component in a realistic time frame.”
An Asset Loan Qualifier tool has already been launched, with a Mortgage Application Tool currently in pilot and broader release expected midyear. Further functionality is set to roll out through 2026, ahead of a full migration by 2027.
AI expands into compliance and risk monitoring
Finsure is also extending its use of AI into compliance through its Sentinel tool, which is designed to identify potential risks, such as suspicious referrers and unusual behavioural patterns.
The system reflects a shift towards earlier detection of compliance issues, using AI to surface risks that may not be immediately visible.
Bednar previously said the tool enables faster identification of problematic relationships and reduces the likelihood of issues emerging later in the process.
A broader shift in aggregator technology
Finsure’s approach highlights a broader trend across the aggregator sector, where groups are increasing their investment in AI-driven technology.
Last November, Specialist Finance Group (SFG) upgraded its broker platform with the launch of SFGconnect V2, built on the Salestrekker 2.0 architecture.
The updated system introduces enhanced automation capabilities, more streamlined workflows, improved data reporting, and integrated marketing templates, alongside a redesigned user interface.
Aggregator outsource Financial also adopted the Salestrekker 2.0 platform, going live with the system in June.
Earlier this month, Loan Market Group (LMG) also outlined plans to expand its artificial intelligence capabilities, with a variety of new tools at its annual summit.
Viking Aggregation has also just launched with its brand-new proprietary system, Raven Central, which was developed in-house to act as an umbrella platform across the business.
There has also been an increasing use of AI across aggregation groups in the detection and prevention of fraud.
While many platforms have introduced AI features, approaches differ, with some integrating third-party tools into existing systems and others pursuing more comprehensive rebuilds.
Bednar added: “We are developing tailored, agentic AI solutions for each stage of the customer journey – whether that’s policy guidance, loan processing, or post-settlement support. Each AI component is purpose-built for its specific function within the platform.
“This differs significantly from many existing CRM solutions that integrate generic, external AI tools. By building AI directly into the platform, our solutions have a deep understanding of system functionality, broker workflows, and lender requirements.”
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