Help Shape the Future of AI in Financial Advice

Access to Industry Peers, Strategic Insights, and Aveni’s Innovation Roadmap

Welcome!

This collaborative forum is designed to tackle the industry’s most pressing challenges – from regulatory complexity and operational inefficiencies to evolving client expectations. As part of these discussions, we’ll also explore into Aveni’s latest innovations, product developments, and roadmap – ensuring our technology continues to evolve in line with the needs of the industry.

 

This hub is where you’ll find everything you need for the day, including the agenda, key resources, and, after the event, a summary of discussions and key takeaways.

 

Keep checking back for updates and insights from the session.

What You’ll Get Out Of It

Drive Innovation That Matters to You

Your insights will directly shape AI tools built specifically for financial advice challenges.

Stay Ahead of Key Industry Trends

Share and discuss the latest developments in regulation, technology, and adviser productivity.

Connect with Forward-Thinking Peers

Build relationships with leaders who are tackling the same challenges you face.

Test-Drive Tomorrow's Solutions Today

Be the first to experience and influence Aveni's latest enhancements.

How We'll Work Together

Strategic Roundtables

Structured discussions focused on key industry themes and Aveni’s innovation roadmap

Focused Working Groups

Deep dives into topics like Agentic AI, Consumer Duty, compliance automation, and adviser productivity

Ongoing Collaboration

A dedicated space for continuous input and updates on how your insights are shaping Aveni’s technology

What We'll Cover in the First Session

Navigate the Shifting Landscape. Discussing the biggest shifts shaping the future of financial advice and how leaders are staying ahead

Turn AI into Your Competitive Edge. Explore practical applications that are already transforming compliance, productivity, and client relationships

Shaping the Future Together.
Help ensure AI development aligns perfectly with what your business actually needs

Feel free to get in touch with Robbie if you have any questions or need more information.

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