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A totally new way of working for Financial Advisers

Next level Adviser productivity with AI-driven automation

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ai for financial advisers

Cut client admin from hours to minutes with Aveni Assist 

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PRODUCTIVITY
AI-powered adviser productivity
Aveni Assist automates time-consuming post-meeting tasks, instantly generating meeting summaries, updating CRM records including Fact Finds, creating action lists, and producing reports, so advisers can focus on clients, not paperwork.
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COMPLIANCE
Compliance Built-In
Coming soon: Automated pre-execution checks and real-time RAG risk assessments give advisers the confidence to act compliantly, proactively identifying risks, streamlining documentation, and enabling faster, scalable advice without compromising on regulatory standards.
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FLEXIBILITY
Flexible recording options
Aveni Assist offers flexible recording options to suit your workflow – use the mobile app, record face-to-face meetings, or upload existing recordings directly to the platform.
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EASE OF USE
Ease of Use
Intuitive dashboards and seamless integration make Aveni Assist quick and easy to set up, use, and gain value from, while effortlessly fitting into your existing adviser workflows.
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AI for Financial Advisers That Actually Saves You Time

Increase in adviser efficiency
0 %
meeting coverage
0 %
time saved writing meeting notes
0 %

Kevin Darcy, Advanta

The Assist tool is being used for both digital and in-person client interactions—everything from fact finds to ongoing reviews and ad hoc meetings

7iM Financial Adviser

Setting it up and linking it to Outlook (and therefore meetings you want to add it to) is very easy, 10mins. I set it up on Wednesday afternoon and I have used it for a quite involved client call on that afternoon and a review this morning. It is really impressive.The note taking is 90-95% a fair summary of the conversation. 5 mins of editing and it is comprehensive and compliant.The timing savings and productivity gains are quite impressive

Wealth Management firm

We’ve seen a reduction in meeting admin time from one to two hours down to around 45 minutes per financial planner per meeting. It allows our advisors to focus more on advice, fact-finding, and client engagement instead of admin

Kevin Darcy, Advanta

Assist is the area where we've seen real, practical usage. It's already been launched across our full advisory community within Advant, and we're working towards introducing it to other group entities.

Anonymous

I have found the output very, very good. It's been quite refreshing and encouraging. I sent the meeting notes to a client after recording our session, and he was impressed too. It's an accurate representation of what we were talking about, so it was nice to hear some positive feedback, especially when I started from a skeptical point

Wealth Management firm

It’s been a fantastic experience. Everyone at Aveni is ego-free, collaborative, and genuinely focused on making a great product. We feel completely aligned with their goals and appreciate their openness to feedback

Wealth Management firm

This was our first business-wide AI project and the first time we incorporated informal change management. Doing both together gave us the greatest chance of success.

Anonymous

You can sit back, have a chat, really get to know the customer, really go through that life plan, all while feel safe in the knowledge that Aveni is behind the scenes, putting together an accurate transcript, an accurate summary, and putting all the necessary details we need into the life plan

Kevin Darcy, Advanta

User feedback has been very positive across the board. Aveni has taken on our suggestions. Some critiques from our advisor network were incorporated into version 2.0, showing a truly collaborative approach

Anonymous

The action points are really key - it concludes with action points. That's what I dwell on, to make sure I haven't missed anything I've got to do and also to copy that into an email to the client afterwards. It's very professional.

Wealth Management firm

Aveni stood out because they truly understood the needs of financial planners. Their approach aligned perfectly with our digital transformation and our move to intelliflo

Kevin Darcy, Advanta

It allows advisors to focus on having informed and engaging conversations with clients while ensuring the necessary information is captured. It frees them from the typical post-meeting admin burden

AI Built for the Unique Demands of Insurance, Wealth & Retail Banking

Insurance Providers & Brokers

Aveni Assist helps insurance brokers maximise productivity by automating admin tasks, surfacing next-best actions, and streamlining client follow-ups—freeing advisers to focus on value-driven conversations. Advisers often juggle complex policies and strict scripts under pressure. Aveni Assist helps ensure key disclosures are made, terms are explained clearly, and customer trust stays intact.

Wealth Management

Conversations around risk, returns and suitability are high-stakes. Aveni Assist gives wealth managers more time to deliver personalised, high-quality advice. By summarising meetings, tracking client commitments, generating suitability reports, and suggesting timely actions, Assist cuts through manual work. 

Retail Banks

Advisers cover a huge range of products with variable customer understanding. Aveni Assist helps banks make advice clearer, safer and more consistent. The platform automatically captures key insights, drafts summaries, and recommends follow-up actions—improving customer journeys and operational efficiency.

Cut admin from hours to minutes and focus on delivering expert advice.
Generate post-meeting briefs and reports within minutes of finishing your meeting.
Every conversation is captured and recorded, enabling proactive compliance checks and ensuring oversight before execution.
Provide faster, more personalised service that strengthens client trust and loyalty.

FINANCIAL ADVICE CONSUMER SURVEY FINDINGS

Mind the gap: The Future of Financial Advice

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