AI for Financial Advisers | Aveni Assist

A totally new way of working for Financial Advisers

Next level Adviser productivity with AI-driven automation

Cut client admin from hours to minutes with Aveni Assist

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.

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.

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.

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.

AI for Financial Advisers That Actually Saves You Time

Increase in adviser efficiency

0 %

meeting coverage

0 %

time saved writing meeting notes

0 %

Jana Sivananthan

Chief Risk Officer, 7IM

"7IM is a business that has a long history of putting its clients first by staying at the forefront of technological innovation. This approach is reflected in the choice to partner with Aveni for strategic AI adoption."

Elizabeth Chapman

VP Operations, Transformation and Change at Equifax UK

“Aveni Detect is already helping us to support quality assurance across our customer interactions and helping to identify customer vulnerabilities and enhance our support mode.”

Kevin D’Arcy

Group Head of Operations at Advanta Wealth

“We have seen really positive feedback from our team, response to the Aveni Assist tool has been excellent and we are very pleased with the results and business impact so far. We’ve been really well supported by Aveni as we have gone through this process.”

David Kaye

Puma Investments

“This technology has the capability to substantially reduce the administrative burden on advisers, freeing them up to devote more time to meeting their clients’ needs.”

Paul Titterton

Chief Operating Officer, Octopus Money

“At Octopus Money, we’re always looking for ways to ensure every customer gets the money support they need - not just the wealthiest few. Aveni’s solutions are helping us digitise and streamline our customer call reviews, ensuring we maintain the highest standards while reducing the time spent on manual processes.”

Ray Milne

Chief Risk Officer, Schroders Personal Wealth

“Our partnership with Aveni shows our commitment to using technology to ensure the quality of our advice. Aveni Detect enables us to identify vulnerable and other high risk clients, helping us support them in the best possible way.”

Karina Bowden

Group Chief Risk Officer, TFAS Enterprises

“Aveni Detects allows our Risk, Compliance and Quality teams to have much more oversight of the entire business, using the same resource but focused on areas that add the most value to our clients and the business along with assurance to myself, the rest of the Board and the regulator.”

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.