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Substantially speeds up sharing of personalised and accurate feedback and reports
Supports flexible and accessible pricing model
AI innovation making it more attractive for staff
AI adoption across Octopus Money was a strategic route to support scale and increase efficiency. Aveni’s solutions are an important part of that journey.
“Our business ethos is based on embracing new ways of service delivery to provide the very best for customers. Aveni Assist was one of the first steps on our AI adoption and has shown us how it can really transform areas of our work.”
– Kristian Manton, Financial Adviser, Octopus Money
Customer interaction is predominantly online at Octopus Money, with advisers and financial coaches using video calls and chat functions on a daily basis. Using Aveni Assist to record, transcribe and summarise meeting outputs with action points has been really significant for these teams and allowed it to scale in key ways:
With many comfortable with some form of AI usage in their own personal and professional lives, the response to its application in this model has been well received.
Alongside customer benefits, this innovative approach reduces the level of repetitive tasks being undertaken by advisers, coaches and planners. This greater level of automation and reduction in repetitive admin has been well received by clients and colleagues.
“This allows us as a team and individuals to look at honing our human interactive skills, but also gives us exposure to new and evolving technology. That makes it a great place to work, with enhanced training and learning opportunities.”
– Kevin D’Arcy, Group Head of Operations, Advanta Wealth
Aveni Assist is used across the financial advice and financial coaching teams at Octopus Money. Aveni Detect is also deployed across all these teams to provide a ‘first line of defence’, and robust assurance that 100% of calls and cases are being validated, meeting compliance and flagging any issues that may arise.
Octopus Money continues on its AI-embedded approach with the integration of three AI assistants – playfully nicknamed Harry, Ron and Hermione – to support its onboarding approach and back office functions.
