Cut client admin from hours to minutes with Aveni Assist

intelliflo office integrated GPT-powered assistant to make advice smarter, simpler and more efficient than ever before.

FACT FIND
Streamline Fact Find data entry
Easily push summaries from your meetings directly into the intelliflo Fact Find, saving time and ensuring that all relevant information is captured and stored accurately.
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INTEGRATE
Seamlessly integrate with your reports
Effortlessly combine Aveni Assist-generated content with your own report templates, alongside performance data, to create seamless, dynamic reports that deliver greater insights for your clients.
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COMPLIANCE
Automatic compliance safeguards
Ensure every client interaction meets the highest standards of quality and compliance. With automated checks in place, you can confidently reduce risks, prevent complaints and cut time to compliant execution.
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RECALL
Instant recall of meeting highlights
Need to recall a decision or action point from your meeting? Just ask, and Aveni Assist instantly brings up the key details—so you never lose track of what’s important.
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Your IO-integrated AI productivity partner

Quick and easy set-up

Getting set-up and started with Aveni Assist is quick and easy and can be done within the hour via the intelliflo store.

Purpose-built for financial advice

An AI assistant tailored to the unique needs of financial advisors. Trained on FS data and purpose-built to streamline advice workflows.

Seamlessly integrated

Our integrations with MS Teams, Google Meet and Zoom means quick and easy set-up, so your advisers can access powerful AI-assistance fast.

Human + approach

We believe in wrapping AI around advisers to enhance performance, not replacing them.

Security is our priority

Data security is at the heart of our business operation. We’re trusted with the data of some of the largest firms in the UK.

NLP expertise + FS experience

Aveni’s management team has decades of FS experience. We understand the challenges inherent in these businesses and target our solutions to solve them.

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