Save 75% of your admin time with
AI that handles the paperwork with Aveni
Generate suitability reports, update CRM records, and create client emails in minutes, not hours. Built specifically for UK financial advisers.
Everything you need to cut paperwork, stay compliant, and serve more clients
From suitability reports to CRM updates, Aveni Assist brings productivity, compliance, flexibility, and ease of use into one seamless workflow.
AI-powered adviser productivity
Aveni Assist automates time-consuming post-meeting tasks, instantly generating meeting summaries, updating CRM records including Fact Finds, creating action lists, and producing reports, so advisers can focus on clients, not paperwork.
Compliance Built-In
Coming soon: Automated pre-execution checks and real-time RAG risk assessments give advisers the confidence to act compliantly, proactively identifying risks, streamlining documentation, and enabling faster, scalable advice without compromising on regulatory standards.
Flexible recording options
Aveni Assist offers flexible recording options to suit your workflow – use the mobile app, record face-to-face meetings, or upload existing recordings directly to the platform.
Ease of Use
Intuitive dashboards and seamless integration make Aveni Assist quick and easy to set up, use, and gain value from, while effortlessly fitting into your existing adviser workflows.
Scalable
Efficiency Gains
A network of 70 advisers, each meeting six clients per week, saw 1,400 hours saved monthly, equating to £42,000 in cost savings, a direct productivity uplift with measurable ROI.
AI for Financial Advisers
That Delivers Results
“7IM is a business that has a long history of putting its clients first by staying at the forefront of technological innovation. This approach is reflected in the choice to partner with Aveni for strategic AI adoption.”
“Aveni Detect is already helping us to support quality assurance across our customer interactions and helping to identify customer vulnerabilities and enhance our support mode.”
“We have seen really positive feedback from our team, response to the Aveni Assist tool has been excellent and we are very pleased with the results and business impact so far. We’ve been really well supported by Aveni as we have gone through this process.”
“This technology has the capability to substantially reduce the administrative burden on advisers, freeing them up to devote more time to meeting their clients’ needs.”
“At Octopus Money, we’re always looking for ways to ensure every customer gets the money support they need – not just the wealthiest few. Aveni’s solutions are helping us digitise and streamline our customer call reviews, ensuring we maintain the highest standards while reducing the time spent on manual processes.”
AI Built for the Unique Demands
of Insurance, Wealth & Retail Banking
Insurance Providers & Brokers
Aveni Assist helps insurance brokers maximise productivity by automating admin tasks, surfacing next-best actions, and streamlining client follow-ups—freeing advisers to focus on value-driven conversations. Advisers often juggle complex policies and strict scripts under pressure.Wealth Management
Conversations around risk, returns and suitability are high-stakes. Aveni Assist gives wealth managers more time to deliver personalised, high-quality advice. By summarising meetings, tracking client commitments, generating suitability reports, and suggesting timely actions, Assist cuts through manual work.Retail Banks
Advisers cover a huge range of products with variable customer understanding. Aveni Assist helps banks make advice clearer, safer and more consistent. The platform automatically captures key insights, drafts summaries, and recommends follow-up actions—improving customer journeys and operational efficiency.Achieve unprecedented QA productivity
Cut admin from hours to minutes and focus on delivering expert advice.
Cut time to execution
Generate post-meeting briefs and reports within minutes of finishing your meeting.
Uncompromising compliance
Every conversation is captured and recorded, enabling proactive compliance checks and ensuring oversight before execution.
Elevated client experience
Shift from 1% manual checks to 100% coverage, eliminating reliance on random sampling, reducing risk, and ensuring every customer interaction is monitored.