New levels of adviser productivity with Assist
Assist turns every adviser meeting into structured documentation, CRM updates, self-coaching insights and compliant suitability drafts – co-piloted by Navi.
Record & transcribe financial advice meetings securely
Flexible recording – mobile app, auto-joining bot for Teams / Zoom / Webex / Meet, or record directly into the platform.
Mobile App
Assist
In-platform recording
Record & transcribe financial advice meetings securely
Flexible recording – mobile app, auto-joining bot for Teams / Zoom / Webex / Meet, or record directly into the platform.
Outcome: a 42-minute annual review is captured end to end with no note-taking. Audio, transcript and speaker labels are retained against the client record for audit.
Call summaries delivered instantly
The right model for every task, combining finance-specific and frontier models for real-world accuracy.
Client profile overview
Early risk detection
Key facts at a glance
Call summaries delivered instantly
The right model for every task, combining finance-specific and frontier models for real-world accuracy.
Outcome: the summary is on screen before the adviser leaves the room — eight structured sections, each sentence traceable to a moment in the conversation.
Automate post-meeting admin & CRM updates
CRM-ready notes, action lists, admin briefs and follow- up emails generated and pushed to your systems automatically.
Review key financial details
Download Meeting Summary
Automate post-meeting admin & CRM updates
CRM-ready notes, action lists, admin briefs and follow- up emails generated and pushed to your systems automatically.
Outcome: five financial facts extracted and staged for the CRM. Roughly three hours of post-meeting admin drops to a few clicks of review.
Enable adviser self-coaching
Assist’s Protect feature surfaces vulnerability indicators, knowledge gaps, missed fact-finds and KYC completeness so advisers can self-correct before QA.
Know Your Client
Consumer Duty
Client Vulnerability
Enable adviser self-coaching
Assist’s Protect feature surfaces vulnerability indicators, knowledge gaps, missed fact-finds and KYC completeness so advisers can self-correct before QA.
Outcome: two of eight checks flagged for attention on this meeting — the adviser fixes them the same day, before the file reaches QA.
Document generation
Suitability reports, client letters and annual reviews generated directly from your Word templates – no reformatting, macros or complex setup.
Case Tracking
Outcome Reporting
Trend Analysis
Document generation
Suitability reports, client letters and annual reviews generated directly from your Word templates – no reformatting, macros or complex setup.
Outcome: a first-draft suitability report in your own Word template, with every recommendation linked back to meeting evidence.
Meet Navi, your adviser CoPilot
Navi refines meeting summaries and follow-up actions in natural language, so outputs are clear, personal and aligned with firm standards.
Transcript-based editing
Built-in AI CoPilot
Preview & full control
Meet Navi, your adviser CoPilot
Navi refines meeting summaries and follow-up actions in natural language, so outputs are clear, personal and aligned with firm standards.
Outcome: reformat, shorten or re-tone any section by asking. Nothing changes until the adviser accepts it.
Scenario: Annual review with Sarah Mitchell – 58, HealthCare Inc (20 years), retiring at 65 with part-time transition. Meeting runs 42 minutes; normally 3 hours of admin follows.
Walk through an adviser meeting with Sarah Mitchell
ContinueEvery meeting becomes structured intelligence
Assist automatically records meetings, transcribes conversations and captures key information required for compliant financial advice.
View Evidence Hide evidence
“Around 20 years now.” — Sarah Mitchell, in reply to “How long have you been with HealthCare Inc?” 10:34 AM
View Evidence Hide evidence
“I’m thinking about working until 65 and possibly part-time after that.” — Sarah Mitchell, on her plans for retirement 10:36 AM
Every conversation is automatically captured, structured and linked to evidence.
Generate meeting summary
ContinueMeeting summaries generated automatically
Assist transforms adviser-client conversations into structured documentation required for compliant financial advice.
View Evidence Hide evidence
“Around 20 years now.” — Sarah Mitchell, in reply to “How long have you been with HealthCare Inc?” 10:34 AM
Sarah is a senior lab technician at HealthCare Inc where she has worked for over 20 years. She plans to continue working until retirement age and values maintaining financial independence.
Assist automatically converts conversations into structured meeting documentation.
Extract client financial facts
ContinueClient financial facts extracted automatically
Assist identifies key financial information from adviser conversations and converts it into structured client data.
| Item | Value | Source | Status |
|---|---|---|---|
| Bonds | £40,000 | AVENI | |
| Investment Account | £425,000 | CRM | |
| ISA | £110,000 | AVENI | |
| Cash | £447,000 | AVENI | |
| House | £400,000 | CRM |
0 of 5 facts synced to CRM
Enable adviser self-coaching
ContinueEnable adviser self-coaching
Aveni Protect gives advisers immediate feedback on their client conversations – highlighting vulnerability indicators, knowledge gaps, missed fact-finds and KYC completeness so issues are addressed before QA.
Risk Profile gap detected
Attitude to risk was last assessed three years ago and was not revisited in this meeting. Protect suggests re-running the risk questionnaire before finalising the recommendation.
Disclosure Completeness follow-up
Ongoing charges were mentioned but the client was not asked to confirm understanding. Protect drafts a follow-up covering the disclosure for Sarah to acknowledge.
Generate suitability report
ContinueSuitability report generated from your Word template
Assist brings together data from client meetings, CRMs, fact finds and supporting documents – producing structured, polished drafts automatically, with no reformatting or macros.
SUITABILITY REPORT · Sarah Mitchell · Annual Review
Generating suitability report
Report is Ready!
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