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Your advisers. More time. Better outcomes.

AI meeting assistant for financial advisers using intelliflo.

Automatically generate meeting summaries, update CRM records, populate fact finds, and draft client emails — all in minutes.

AVENI ASSIST

From client meeting → completed admin in minutes

RECORD
Record the meeting
Via MS Teams, Zoom, Webex or the Aveni mobile app for in-person meetings
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EXTRACT
AI analyses & extracts
Key facts, client needs, decisions and action items identified automatically
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REVIEW
Outputs ready in minutes
Meeting summary, CRM data, client emails and fact finds populated in iO
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Save adviser time - Reduce post-meeting admin by up to 75%.
Built for financial advice - Designed specifically for UK regulated advice firms and FCA requirements.
Native intelliflo integration - Push summaries, actions and fact-find data directly into iO.
Improve consistency - Structured outputs and transcript traceability improve oversight and accuracy.
Works with your existing meetings - Teams, Zoom, Webex, mobile recording, or uploaded calls.
Customisable and configurable at firm level - Firms can self-serve their own meeting summary templates

AVENI ASSIST

See Aveni Assist in action

AI for Financial Advisers That Delivers Results

334,000+ meetings processed
75% time saved per ongoing advice meeting
75%
ÂŁ4.6M adviser productivity reclaimed

Trusted by the biggest brands in the industry

“Saving an average of 50 minutes per meeting across our financial planners — that's 1,400 hours saved per month.”

AVENI ASSIST

Feature Highlights

Flexible Recording

Customisable Meeting Templates

Meeting Summary & Actions

Navi – Your Summary Co-pilot

CRM Auto-population

Client Communications

Self-coaching & Early Assurance

Paraplanner Access

WANT MORE DETAILS?

Download the full Aveni Assist for intelliflo brochure

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