There’s no better way to understand the real-world impact of AI than hearing directly from the people using it every day. We spent time with the team at The Advanta Group to explore how Aveni Assist and Doc Gen are transforming adviser workflows, empowering paraplanning teams, and creating greater opportunity for individuals to excel in their roles.
By streamlining administrative tasks and enhancing documentation processes, Advanta is seeing meaningful improvements in both adviser and paraplanner efficiency and productivity. This shift is enabling more time for client-focused work, while also allowing paraplanners to deepen their technical expertise—replacing layers of manual administration with intelligent, AI-driven support.
More than just a technology rollout, this initiative forms part of Advanta’s wider change management and cultural transformation programme, embedding smarter ways of working across the organisation.
Featuring insights from Kevin D’Arcy, Group Head of Operations at The Advanta Group, the videos also bring in valuable perspectives from across the business. Carolyne Russell, Client Director (Scotland), shares the adviser experience, while Stacey Simpson, Paraplanning Manager, reflects on the benefits of deploying Doc Gen, offering a rounded view of how Aveni is driving positive change across Advanta.
