Strategic AI Partnership: How Advanta Wealth and Aveni Delivered Technology Transformation
Edinburgh, UK – 17 July 2025 – Aveni.ai, specialists in AI for Financial Services, has been selected by Advanta Wealth, the nationwide chartered wealth management business to enhance adviser customer service and reduce administrative time. The business has adopted Aveni Assist across its team of advisers as part of a strategic technology implementation programme to […]
Thinking About AI for Your Firm but Don’t Know Where to Start?
Five Practical Steps for Successful AI Implementation in Financial Advice Firms Artificial intelligence is becoming more common across financial services. But while many advice firms are aware of its potential, getting started can still feel daunting. The main challenge isn’t usually about recognising the value of AI. It’s knowing how to begin in a way […]
Make Call Monitoring Work for Compliance Teams, Not Against Them
FCA Call Monitoring: How to Get Compliant in Weeks, Not Months Call monitoring now sits at the heart of regulatory expectations. Under the FCA’s scrutiny, and with Consumer Duty raising the bar, every customer interaction must be treated as a potential compliance touchpoint. Yet many firms are still relying on outdated, manual processes that leave […]
FinLLM Sets New Standard in Financial Tabular Reasoning: What This Means for the Industry
Financial services run on numbers, not words. Yet for too long, AI models have fallen short when asked to reason over the structured, tabular data that powers balance sheets, regulatory reports, client portfolios, and risk models. That changes with the development of Aveni’s FinLLM-7B-v1.5, which has delivered a decisive performance breakthrough in financial tabular reasoning, […]
Safer by Design: FinLLM’s Safety Edge in Financial AI
Outperforming the LLM Giants Safety is fast becoming the defining benchmark for deploying AI in financial services. Accuracy alone is no longer enough. Financial firms face unique risks when using large language models (LLMs), from the danger of misinformation to regulatory breaches and biased outcomes that can harm customers or damage trust. That’s why, at […]
The Questions You Actually Need to Ask Before Choosing an AI Provider
Most AI projects fail – and fail spectacularly. The European AI Act launched in August 2024, and similar regulations are spreading globally. But the real challenge isn’t compliance – it’s finding providers who won’t become your next business disaster. With AI everywhere – in your house, websites, and phone – it’s tempting to get swept […]
Why the Future of Agentic AI Isn’t Bigger – It’s Smaller
Aveni Labs has been building a new kind of foundation model: one built specifically for financial services. FinLLM is our answer to the sector’s call for trusted, auditable and high-performance language intelligence. But not one trained to do everything, everywhere, all at once. That kind of ambition belongs to the generalist LLM. A new paper […]
Why 72% of UK Clients Now Demand Ethical AI from Their Financial Advisers
🔍 Summary: Why Values-First AI Matters in Financial Advice UK clients increasingly expect ethical, transparent use of AI in financial advice. 72% say it impacts their trust. Generic AI tools risk unsuitable advice, regulatory non-compliance, and eroded client relationships. Ethical, purpose-built AI must support treating customers fairly, explain decisions, and reflect client-specific needs. Values-first AI […]
Aveni Launches Influential Industry Group to Shape the Future of AI in Financial Services
Aveni Customer Advisory Board to collaborate cross-sector for AI transformation London, 1 July 2025– Aveni welcomed a group of industry leaders from the UK’s wealth management and financial planning sector yesterday to an exclusive forum, to discuss how Artificial Intelligence will transform the future of financial services. Bringing together C-level leaders from Succession Wealth (Aviva), […]
Getting the Most Out of Aveni Assist: A Simple Guide to Great Meeting Summaries
If you’re already using Aveni Assist to cut down admin and generate meeting summaries, let’s make sure you’re getting the most out of it. A few small tweaks to how you run your meetings can make a big difference in clarity, accuracy, and overall efficiency. This Aveni Assist guide will help you maximise results with […]
2025 FCA Updates: A Mid-Year Compliance Check-In for UK Advisers
Key Takeaways: The FCA’s 2025 advice rules introduce stricter standards for UK advisers. Mid-year is a critical time to review compliance with new requirements. Practical steps now can help avoid regulatory and reputational risk. Aveni’s solutions support advisers in meeting FCA obligations efficiently. 2025 FCA updates are transforming the regulatory landscape for UK advisers. With […]
From Data to Dialogue: The Global Reach of HPLT v2
At Aveni, we’re passionate about driving innovation in AI, and we’re proud to have supported the development of a landmark academic contribution: HPLT v2, a multilingual dataset built to elevate the performance of language technologies across the globe. But what does that mean in practical terms, and why should it matter to financial services? The […]
