A new era of FS productivity with an AI assistant that'll 
automate your admin
check you're compliant
auto-assess for QA
Trusted by some of the biggest brands in the industry

Transforming productivity and compliance direct from the voice of the customer

Our AI assistant accompanies you on every call, automatically mining the relevant information to drive automation and improvements across multiple areas of your business.

One platform. Enterprise-wide improvements

Achieve unprecedented productivity levels across your organisation using the latest in GenAI technology. From client admin and compliance to sales and coaching, we automate the tedious tasks so you can focus on what matters most: your clients.

Cut admin from hours to minutes with automated CRM admin, client correspondence and report generation.

A Machine Line of Defence to automatically assess Consumer Duty outcomes and vulnerable customers.

Achieve total coverage and improve the efficiency of your QA processes with automation through machine assessment and automated case prioritisation.

Analyse every call to define conversational excellence. Assess key metrics like filler words, clarity and pace for more focused, personalised training.

I have to say how impressed I am with Aveni Assist – not just the report outputs but also the CRM element and in particular the summary panel. This will be incredibly helpful for my advisers.

UK Financial Advice firm

Offering our clients a personalised service is a central part of our proposition. Using Aveni Detect enables us to monitor our client interactions to ensure that we are communicating with and supporting our customers effectively.

Sheriden Davy, CRO, James Sharp

“A QA process that used to take 90 minutes per case, now takes 15 minutes using Aveni Detect.”

Key Group
QA Manager

Working with Aveni has been a pleasure. Communication and regular meetings throughout the implementation process have been excellent and it has been easy to catch up on an ad hoc basis when required.

Age Partnership

Aveni’s data has really helped us get a clear picture of the vulnerabilities and dissatisfactions our agents have been encountering on calls. It has been critical in helping us to prioritise focus when it comes to honing our product proposition.

Investment Management Firm

They’re an exceptionally knowledgeable team with a can-do attitude which is invaluable when deploying tech solutions of this nature.

Age Partnership

Beyond efficiency, this partnership will allow us to drive greater transparency and oversight, and help us to better identify vulnerable and other high-risk customers.

Will Hale, CEO Key Group

Ultimately, the technology provided by Aveni Detect helps us at Age Partnership to build upon the high level of service and advice that we provide to every individual client.

David Wing, Director of Risk & Compliance, Age Partnership

I’m excited to explore the technology and how it can enhance our customer insight and adviser performance, whilst delivering remarkable time savings in our Quality Assurance teams.

Key Group

The team at Aveni are a pleasure to work with. The enthusiasm for their software is infectious.

Key Group
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Power productivity through voice-driven automation

Use every customer conversation to drive enterprise-wide efficiency. From quality assurance and client admin to product development and sales

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Complete coverage at a fraction of the cost

Reduce compliance risk and understand the bigger picture by analysing 100% calls

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Efficiency = scalable
operating model

Reach new levels of efficiency with voice-driven automation. Scale your compliance function whilst maintaining the highest standards of quality and customer service

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Raise your compliance game with data-driven assurance

Meet tightening compliance requirements such as Consumer Duty, with a comprehensive data-first approach and evidence in place for the regulator

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Empower agents and build
 better performing teams

Equip coaches with in-depth insights to quickly improve adviser performance. Our analytics tools deliver meaningful data from each call to optimise training and development

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Elevate customer experience

Monitor every call for accurate and rapid risk identification. Take swift action to resolve issues before they escalate

Aveni Detect

Total coverage without the extra headcount

Speed up QA processes and scale oversight from 1% to 100%. Our ‘Machine Line of Defence’ pinpoints and flags risks that matter to you across every call. Experience enhanced analytics, productivity, oversight and agent performance.

Auto QA
Auto QA

AI driven automation at all stages of the QA workflow significantly reduces the time taken to complete an assessment and ensures agent effort is spent on the highest value interactions.

Consumer Duty dashboard

Automatically track and analyse Consumer Duty performance indicators with machine assessment of every call.

Adviser Performance Training and Competency

Find the skill in skilful conversations by analysing sentiment, overlaps, filler words and speaking time. Understand what excellence looks like and enable more meaningful coaching experiences.

Auto QA
Consumer Duty dashboard
Adviser Performance Training and Competency

Working with Aveni has been a pleasure. Communication and regular meetings throughout the implementation process have been excellent and it has been easy to catch up on an ad hoc basis when required.

Age Partnership

I’m excited to explore the technology and how it can enhance our customer insight and adviser performance, whilst delivering remarkable time savings in our Quality Assurance teams.

Key Group

Beyond efficiency, this partnership will allow us to drive greater transparency and oversight, and help us to better identify vulnerable and other high-risk customers.

Will Hale, CEO Key Group

“A QA process that used to take 90 minutes per case, now takes 15 minutes using Aveni Detect.”

Key Group
QA Manager

Ultimately, the technology provided by Aveni Detect helps us at Age Partnership to build upon the high level of service and advice that we provide to every individual client.

David Wing, Director of Risk & Compliance, Age Partnership

Offering our clients a personalised service is a central part of our proposition. Using Aveni Detect enables us to monitor our client interactions to ensure that we are communicating with and supporting our customers effectively.

Sheriden Davy, CRO, James Sharp

Aveni Assist

Client admin completed
within minutes of finishing a call

Our GPT-powered AI assistant handles your financial advice admin so you can focus on what’s important: your clients. With Aveni at your side, your organisation can accelerate adviser efficiency and rest easy knowing AI outputs are reliable, accurate, and compliant.

Automatic Financial Adviser Admin
Generative AI Traceability
Cut admin time with automation
Automatic Financial Adviser Admin

Focus on what matters by allowing Aveni Assist to automatically administer your CRM, generate suitability reports and detailed client emails within a minute of completing a call.

Generative AI Traceability

Understand where Aveni Assist has taken information from, with transparent and direct referencing back to the original call transcript.

Seamless integration with MS Teams, Google Meet and Zoom, means Aveni Assist is quick to set-up and get started with.

What type of AI assistance do you need?

Let us know your role, and we’ll show you where we can make the biggest impact:

Chief Risk Officer

Achieve 100% coverage at a fraction of the cost with a Machine Line of Defence.

QA Assessor

Streamline assessment and get rid of random sampling, focussing only on the highest risk calls.

Financial Advisor

Cut client admin from hours to minutes with an AI assistant built specifically for adviser workflows.

Advisor Manager

Get the insights you need to create more engaging coaching experiences and build higher performing teams.

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Consumer Duty Board Report Template

This template has been developed to help companies create a board and regulator-ready report that clearly demonstrates compliance across all four of the Consumer Duty areas.

Consumer duty board report template

More insights from Aveni

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Scale compliance at a fraction of the cost

Cut financial advice admin from hours to minutes with Aveni’s AI assisitant

Aveni Assist

Get up and running with Aveni Assist and how it can help transform productivity and compliance. 


Aveni Detect

Get up and running with Aveni Detect and how it can help transform productivity and compliance. 


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