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Cut client admin from hours to minutes with Aveni Assist

AI-powered assistant to make advice smarter, simpler and more efficient than ever before.

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aveni assist
time saving for on-going advice
0 %
less time spent on meeting notes
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Get started in minutes

MEETING RECORDING
Flexible Recording Options
Aveni Assist gives you flexible, powerful recording options, use our mobile app, auto-invite Assist to Teams, Zoom, Webex or Google Meet calls, or record directly into the platform. Seamless, simple, and built for how you work.
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BRIEFING NOTE
Post-call Summary Delivered Instantly
Aveni Assist instantly generates a post-meeting briefing note, giving advisers key insights and next steps within minutes of ending their call—no waiting, no hassle.
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CLIENT ADMIN
Client Admin Completed 
within Minutes
Achieve unprecedented productivity by letting Aveni Assist help you write your suitability reports, auto-populate your CRM system, brief your admin assistants and create tailored customer emails within minutes of finishing a call.
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TRACEABILITY
Traceability for Reliability
Understand where Aveni Assist information has come from with transparent and direct referencing back to the original call transcript.
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Easily capture and upload your meeting recordings

Aveni Assist value calculator

AI-powered Admin Automation Built for Financial Advisers

Quick and easy set-up, get started within the hour.

Integrated with MS Teams, Google Meet, Webex and Zoom. Advisers can access powerful AI assistance fast.

AI trained on FS data and purpose-built to streamline advice workflows.

Wrap AI around advisers to enhance performance, not replace them.

Data security is at the heart of our business operation. 

With decades of FS experience, we target our solutions to solve the challenges inherent in FS businesses.

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AI Governance: Building Trust and Compliance in Financial Services

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Enterprise-Grade Suitability: Scaling Compliance and Consistency Across Large Networks

Kevin Darcy, Advanta

The Assist tool is being used for both digital and in-person client interactions—everything from fact finds to ongoing reviews and ad hoc meetings

7iM Financial Adviser

Setting it up and linking it to Outlook (and therefore meetings you want to add it to) is very easy, 10mins. I set it up on Wednesday afternoon and I have used it for a quite involved client call on that afternoon and a review this morning. It is really impressive.The note taking is 90-95% a fair summary of the conversation. 5 mins of editing and it is comprehensive and compliant.The timing savings and productivity gains are quite impressive

Wealth Management firm

We’ve seen a reduction in meeting admin time from one to two hours down to around 45 minutes per financial planner per meeting. It allows our advisors to focus more on advice, fact-finding, and client engagement instead of admin

Rathbones

It’s taken me no longer than 5-10 mins max to review the output, make some small tweaks or add things that the software hasn’t picked up. If you compare that to a paraplanner drafting notes and me checking them and amending them it probably saves 30-60 minutes of collective time. For myself, where I might have 130-140 meetings a year with clients and prospective clients that represents a huge time saving. I think the less quantifiable savings are that it allows me to decide whether to bring paraplanners to a meeting or leave them to focus on client work. This is particularly helpful for me as I meet probably 20% of my clients at their homes or out at the Guildford or Winchester offices, where it would be a waste of time to drag one of my team along for an hour meeting.

Kevin Darcy, Advanta

Assist is the area where we've seen real, practical usage. It's already been launched across our full advisory community within Advant, and we're working towards introducing it to other group entities.

Anonymous

I have found the output very, very good. It's been quite refreshing and encouraging. I sent the meeting notes to a client after recording our session, and he was impressed too. It's an accurate representation of what we were talking about, so it was nice to hear some positive feedback, especially when I started from a skeptical point

Wealth Management firm

It’s been a fantastic experience. Everyone at Aveni is ego-free, collaborative, and genuinely focused on making a great product. We feel completely aligned with their goals and appreciate their openness to feedback

Wealth Management firm

This was our first business-wide AI project and the first time we incorporated informal change management. Doing both together gave us the greatest chance of success.

Anonymous

You can sit back, have a chat, really get to know the customer, really go through that life plan, all while feel safe in the knowledge that Aveni is behind the scenes, putting together an accurate transcript, an accurate summary, and putting all the necessary details we need into the life plan

Kevin Darcy, Advanta

User feedback has been very positive across the board. Aveni has taken on our suggestions. Some critiques from our advisor network were incorporated into version 2.0, showing a truly collaborative approach

Anonymous

The action points are really key - it concludes with action points. That's what I dwell on, to make sure I haven't missed anything I've got to do and also to copy that into an email to the client afterwards. It's very professional.

Wealth Management firm

Aveni stood out because they truly understood the needs of financial planners. Their approach aligned perfectly with our digital transformation and our move to intelliflo

Kevin Darcy, Advanta

It allows advisors to focus on having informed and engaging conversations with clients while ensuring the necessary information is captured. It frees them from the typical post-meeting admin burden

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