Aveni Assist
Cut financial advice admin from hours to minutes
Making financial advice smarter, simpler, and more efficient than ever before with GPT4.
Completely transform the way you workwith an AI-assistant built exclusively for financial advisers
Utilising the latest in Generative AI, Aveni Assist accompanies you on every call. It works behind the scenes to gather information to write your investment reports, administer your CRM system, brief your admin assistants, create follow-up customer emails and speed up time to execution with instant compliance checks.
Get early access to Aveni Assist. Sign up to our waitlist today
Cut hours of admin to a matter of minutes
The productivity revolution starts here.
Aveni Assist is simple and easy to set-up achieving total productivity transformation. Reimagine the way you work with auto-generated post-meeting CRM, tailored client emails and financial plans, all with the client at the centre.
State-of-the-art AI without the hassle
The benefits of GPT4 without the need for an IT expert
Aveni Assist’s integration with MS Teams, Google Meet and Zoom means quick and easy set-up, so your advisers can access invaluable AI-assistance within an hour.
Be better prepared
Have Aveni Assist auto-generate a pre-meeting briefing note so you have critical information to hand when you need it. Aveni Assist collates information from every part of the call, structuring and presenting it by pre-defined themes so you can see the most useful information at a glance.
Improve client outcomes
Spend better quality time with your clients
Ensure your advisers aren’t distracted by note-taking, and instead are fully engaged with their clients, working to achieve best possible outcomes.
Traceability for reliability
Aveni Assist is trained with financial services and FCA-specific regulatory data. It means you can rest easy knowing the outputs derived from our AI systems are completely traceable and compliant, ensuring reliability and accuracy for your advisers and clients.
FREE REPORT
The risks of implementing ChatGPT in Financial Services
An introduction to Large language Models such as ChatGPT and Bard, exploring the critical risks of implementing them in a highly regulated industry like financial services.
Cut hours of admin to a matter of minutes
Be one of the first to use Aveni Assist by signing up for our waitlist.
Why Aveni Assist?
Built for financial advisers and the advice workflow
Trained on UK financial services data and FCA regulatory information
Simple and easy to set-up with Teams and Zoom integrations
World-leading NLP expertise combined with deep Financial Services experience
Transforms adviser productivity so they can spend more time with clients
Aveni Assist outputs are completely traceable ensuring reliability and peace of mind
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