MID-SIZED BUSINESSES

Scaleable AI Solutions Built Around You

Scalable AI solutions built for every stage of your business operations

Our cutting-edge AI platform streamlines key workflows - including administration, report generation, risk assurance, compliance, and assessments of calls and documents - resulting in significantly improved productivity and valuable insights.
ONBOARDING
Smoother client onboarding. Better engagement.
Aveni’s AI-powered assistant transforms adviser workflows, joining client calls to automate key tasks. It generates reports, updates CRM records, and delivers post-meeting briefings and follow-ups—enabling unprecedented adviser productivity.
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EXECUTION
Frictionless Execution & Compliance-First Advice

Improve accuracy and save time across planning, documentation, and advice delivery. Aveni’s AI automates content creation and performs compliance-driven call and document reviews, reducing risk before recommendations reach clients.
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ONGOING PROCESSES
Continuous Compliance & Business Resilience
Advanced compliance capabilities help firms stay ahead of regulatory demands. Our AI continuously monitors client interactions, flags risks, enhances adviser coaching and training programmes, and reinforces second- and third-line defence—supporting Consumer Duty and long-term compliance.
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Trusted by the biggest brands in the industry

Custom AI built for your firm, not just the industry

Aveni delivers AI solutions tailored to your workflows, risk profile, and regulatory priorities - driving efficiency, strengthening compliance, and giving you a competitive edge. No off-the-shelf limitations. Just AI built to boost productivity at your firm.

AI-Driven Efficiency & Risk Management

From admin to QA, our AI solution optimises your workflow. Gain total coverage, flag risks that matter, and scale efficiency—all while maintaining accuracy and compliance.
Cut admin time with automation

Focus on what matters by allowing Aveni Assist to automatically administer your CRM, generate suitability reports and detailed client emails within minutes of completing a call.

Understand where Aveni Assist has taken information from, with transparent and direct referencing back to the original call transcript.

Seamless integration with MS Teams, Google Meet and Zoom, means Aveni Assist is quick to set-up and get started with.

Auto QA

AI driven automation at all stages of the QA workflow significantly reduces the time taken to complete an assessment and ensures assessor effort is spent on the highest value interactions.

Automatically track and analyse Consumer Duty performance indicators with machine assessment of every call.

Analyse every call to define conversational excellence. Assess key metrics like filler words, clarity and pace for more focused, personalised training.

Check out our use cases to see how our production-ready solutions can work for you.

Cutting edge AI solutions to achieve new levels of productivity across your business

AI designed specifically for the financial services industry.

We combine NLP expertise with deep financial services experience.

Data security is at the heart of our business operations with Enterprise-grade security standards built into every layer of our platform

Human+ approach to empower your financial advisers and agents.

Proven at scale and trusted by leading FS organisations.

World class NLP team, our engineers are consistently ranked among the global top 100.

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