Financial adviser automation is changing the way professionals like Sarah work—freeing up hours, improving client service, and reducing the emotional toll of admin-heavy days
Sarah is a dedicated financial adviser with a growing book of clients. She’s passionate about helping people achieve their financial goals, but like so many in her field, the demands of admin-heavy processes and regulatory pressures often pull her away from what she loves most: being there for her clients.
Let’s walk through two versions of Sarah’s day. One before Aveni Assist, where her day is bogged down by manual tasks. The other with financial adviser automation through Aveni Assist, where automation transforms her work and gives her back time for the human side of advice.
8:00 AM: Preparing for the Day
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Before Aveni Assist:
Sarah opens her laptop to a list of follow-ups from yesterday’s meetings, emails to draft, fact-finds to update, CRM records to complete. She’s already 30 minutes behind before her first client call, skipping breakfast and mentally juggling tasks.
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After Aveni Assist:
Sarah logs in, and her personalised client follow-ups and CRM updates are already drafted, all generated automatically after yesterday’s meetings. She spends a calm 15 minutes reviewing and personalising any final details before sending.
She actually enjoys a coffee before her first client.
9:30 AM: Client Review Meeting (The Thompsons, nearing retirement)
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Before Aveni Assist:
The meeting goes well, but Sarah is scribbling handwritten notes as they discuss pension drawdowns, their property downsizing plans, and an ISA transfer. She knows this will mean an hour or more of admin later, typing up the suitability report, updating the fact-find, and chasing up loose ends.
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After Aveni Assist:
Sarah focuses fully on the Thompsons, knowing Aveni Assist is transcribing and capturing the hard facts – pension balances, target retirement age, property value – all in real-time. When the meeting ends, the CRM is updated, and a draft suitability report is waiting for her, all ready for review.
She spends five minutes checking it over before sending. No more late-night write-ups.
12:00 PM: Vulnerable Client Call (Mr. Patel, recently widowed)
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Before Aveni Assist:
Sarah feels the emotional weight of this sensitive conversation. Mr. Patel is anxious about managing finances alone. As the adviser, Sarah wants to focus entirely on supporting him, but she’s distracted by the need to record the key points, risk warnings, and client concerns for compliance.
Later, she worries: Did I catch everything? Did I miss any vulnerability indicators?
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After Aveni Assist:
With Aveni Assist, Sarah is present for Mr. Patel 100%. The platform automatically captures the most important details of the meeting, ensuring she doesn’t miss a thing.
After the call, she receives a summary highlighting key actions and recommended next steps. She can focus entirely on empathy and care, not admin.
3:00 PM: New Client Onboarding (Jenny & Mark, first-time buyers)
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Before Aveni Assist:
The onboarding process feels clunky. Jenny and Mark provide their details verbally – income, deposit amount, outstanding debts – but Sarah must later manually enter all this into the CRM, cross-check, and chase for documents. The process takes days.
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After Aveni Assist:
During the meeting, Aveni Assist extracts key data: salaries, deposit size, debt amounts. It auto-populates the CRM fact-find, saving hours. Jenny and Mark leave the meeting feeling confident, with next steps in place that same day. Sarah closes the laptop knowing the onboarding is already half done.
5:30 PM: A Crisis Moment (Client emergency: sudden job loss)
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Before Aveni Assist:
Sarah’s day should be winding down, but an important client, Tom, calls in distress – he’s just lost his job and needs to revisit his financial plan urgently. Sarah wants to help but is already behind on admin. Taking time for Tom means sacrificing tonight’s family dinner to catch up later.
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After Aveni Assist:
With admin cleared earlier in the day, Sarah has the time and headspace to focus on Tom. She rearranges his portfolio strategy and outlines next steps – all while being present and supportive. Aveni Assist handles the documentation, compliance summaries, and CRM updates automatically.
Sarah finishes the call feeling like she made a real difference, and still makes it home for dinner.
6:00 PM: Wrapping Up the Day
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Before Aveni Assist:
Sarah faces a mountain of admin. Conversations to summarise, emails to draft, fact-finds to update. Another late night.
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After Aveni Assist:
Sarah logs off, knowing everything’s already done. She’s ready to enjoy her evening, recharged for tomorrow.
A Sliding Doors Moment Powered by Aveni Assist
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Without Aveni Assist:
Admin dominates Sarah’s day. Emotional bandwidth is thin. Client service suffers under the weight of compliance and paperwork.
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With Aveni Assist:
Sarah’s days are client-first, not paperwork-first. She has more time for meaningful conversations, better work-life balance, and peace of mind that the compliance and admin are sorted.
That’s the difference Aveni Assist makes.
