Powering Financial Services with purpose-built AI

AI Solutions Built for Your Business

Find the right fit - whether you need a strategic AI partner, a tailored solution, or ready-to-go technology.

Trusted by the biggest brands in the industry

Cutting edge AI solutions to achieve new levels of productivity across your business

AI designed specifically for the financial services industry.

We combine NLP expertise with deep financial services experience.

Data security is at the heart of our business operations.

Human+ approach to empower your financial advisers and agents.

Trusted by leading organisations across
the FS industry.

Our NLP experts are consistently ranked in the top 100 globally.

Strategic AI partnerships

For established organisations looking to pioneer bespoke AI solutions with measurable impact. Join us in crafting intelligent systems that redefine what's possible for your business and clients.

ai for financial services

Scalable AI solutions built for every stage of your business operations

ONBOARDING
Smoother client onboarding. Better engagement.
Aveni’s AI-powered assistant transforms adviser workflows, joining client calls to automate key tasks. It generates reports, updates CRM records, and delivers post-meeting briefings and follow-ups—enabling unprecedented adviser productivity.
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EXECUTION
Frictionless Execution & Compliance-First Advice

Improve accuracy and save time across planning, documentation, and advice delivery. Aveni’s AI automates content creation and performs compliance-driven call and document reviews, reducing risk before recommendations reach clients.
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ONGOING PROCESSES
Continuous Compliance & Business Resilience
Advanced compliance capabilities help firms stay ahead of regulatory demands. Our AI continuously monitors client interactions, flags risks, enhances adviser coaching and training programmes, and reinforces second- and third-line defence—supporting Consumer Duty and long-term compliance.
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Smarter Operations and Risk Management with AI

From admin tasks to quality assurance, our AI simplifies processes and sharpens oversight. Automatically surface key risks, reduce manual effort, and ensure every interaction meets your compliance standards.

Cut admin time with automation

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

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.

Auto QA

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

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

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

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Awards & Press Coverage

The FS productivity revolution starts here.

See how Aveni can work for your business

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