Delanex Communities · Launching February 2027

Your followingPowered by automationsEnhanced by AIOwned by you

For brands and organisations that want to become the trusted place their market turns to. Delanex drives the technology and systems that provide the space to make this happen.

Enquire →Book a call
Adam Owen
“The best experience I’ve had in eight years of running communities online.”Adam Owen, founder of Goodstock
Home > Communities > Open LedgerSearch posts, comments or members
Open Ledger
≡ All Posts
# Channels
Start Here
Responsible Investing12
Practice & Growth4
Policy & Regulation3
Open Ledger Live6
Worth Reading2
Weekly Wins
AboutDiscussionResourcesEventsLeaderboardsMembers
What’s on your mind, Open Ledger Team?▶ Go Live
Tom Whitcombe
posted in Practice & Growth
2d

Swapped the annual review meeting for a quarterly twenty-minute call

Same advice, same fee, a quarter of the meeting time. Two clients have asked for the old format back. Has anyone else tried this?

👍 94 comments
👍 Like💬 Comment↗ Share
Priya Nair We did the same last year. The ones who pushed back were all over sixty, so we kept both formats and let them choose.
Like · Reply · 1d
Hannah Reid @Tom Whitcombe Worth a post in Weekly Wins once you’ve tested it. Three of us are deciding this exact thing right now.
Like · Reply · just now
Hannah Reid
posted in Open Ledger Live
1w

Who actually pays for a greener portfolio?

open ledgerProfessionals making a dent in the problems that matter
👍 ❤️ 219 comments
👍 Like💬 Comment↗ Share
Luca Ferri
posted in Policy & Regulation
1w

The consultation closes on the 24th. Has anyone here written a response before?

👍 63 comments
Ben Alvarez Twice. Happy to share the template we used. DM me.
Like · Reply · 6d
🔒 Private group
Open Ledger
For finance and advisory professionals building responsible firms. Ask questions. Share what works. Challenge the industry.
Invite Members🔗 Visit our website
Leaderboard (30 days)View All
1Imogen Hart+45
2Daniel Okafor+23
3Marta Jensen+18
4Owen Price+17
+
Joined via your link
Details and answers saved to your contacts
✓
Welcome email sent
In your brand, on your schedule
·
Going quiet
No activity for a while, so a nudge email goes out
≡
Insights dashboard
Your community’s engagement and makeup, at a glance
Four examples · your set is agreed with you
Product breakdown

Our community partner.

1The platform
We’ve partnered with an enterprise-grade community platform They have provided us the community layer: the member-facing space with its channels, events, leaderboard and content library, all under your brand.
+
2Delanex
Set up, powered and supported by us We take what we need from you and do the preparation and the whole setup. On top of it we provide and run the automations and AI: the systems that drive progression and turn the people you bring together into real value. And we stay on for the questions, management, and ongoing system support.
All built on one platform, in your name.
Open LedgerFeedEventsLibrary
All PostsResponsible InvestingPractice & GrowthPolicy & RegulationOpen Ledger LiveWorth Reading
Maya ChenIs there anyone here who’s actually solved client reporting without hiring for it?
Tom WhitcombeSwapped the annual review meeting for a quarterly twenty-minute call.
Priya NairDraft response to the consultation, for anyone who wants it.
Library · 3 courses · 12 episodes
The platform · the community itself
D
Delanexbuilt on top
1
Preparation and setupWe take what we need from you and build the whole thing
2
Automations and AI on topThe systems that drive progression
3
Ongoing support and guidanceFor as long as it runs
+
Key features

What your community runs on.

The community itself Bring your audience together in a dedicated space to connect, share ideas and engage with your brand. Create discussion channels, host events, track participation with the leaderboard and build a rich library of digital content such as courses, videos and podcasts.
Provided by our community partner · set up and managed by us
Automated Member Onboarding & CRM Bring every new member through one streamlined, automated onboarding journey. Capture valuable information through tailored forms, manage access requirements and automatically organise member data within your CRM.
Automated member engagement Keep your community connected with automated welcome journeys, nurturing emails and re-engagement campaigns that encourage members to return and interact.
Community Insights Dashboard Understand your community at a glance with a dashboard bringing together member demographics, audience growth and engagement metrics. Discover who your members are, how your community is performing.

Features above are all prebuilt and ready to be used. Anything else your community needs can be built with you.

The AI plan

AI agents that read the room.

We set up AI agents that read and analyse every post and comment. What they do with it is up to you.

Reading
Maya Chenposted in Practice & Growth

Is there anyone here who’s actually solved client reporting without hiring for it? We’re drowning in it every quarter.

Every post and comment, read
1Market researchInsights reportsGo beyond the numbers. Discover recurring discussion topics, member challenges and emerging interests to uncover insights that inform smarter business decisions.
2UpsellingIdentify engagement signalsSpot buying intent in member conversations, identify when members may be ready to explore your products, services, courses or events, and uncover opportunities to engage at the right moment.
Maya · client reporting · sent your guide
3SupportAn assistant in the roomAnswers members from everything it has learned: your content, your answers, and the conversation so far.
Where’s the fee-structure template?
Pinned in Practice & Growth, posted by Hannah on 2 Oct.
Price
Community Engine plan
£500a month
AI Enhanced plan
£1,000a month
No setup fee.Three-month minimum.Launching February 2027.Enquire →