Aveni Assist

Cut client admin from hours to minutes with Aveni Assist

GPT-powered assistant to make advice smarter, simpler and more efficient than ever before.

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Aveni Assist attends your meetings, using the relevant information to automate admin so you have more time to do what matters: getting the best financial outcomes for your clients.

75% time saving for on-going advice

50% time saving for new client meetings

Get started in minutes

Automate admin

Cut admin from hours to minutes

Achieve unprecedented productivity by letting Aveni Assist write your investment reports, auto-populate your CRM system, brief your admin assistants and create tailored customer emails within minutes of finishing a call.

Automatic Financial Adviser Admin
Suitability report generation

AI for your industry

State-of-the-art AI built for Financial Advice

Unlike other generic GenAI solutions, Aveni Assist has been built specifically for Financial Advisers. Our platform has been trained on FS-specific data and purpose built to accelerate adviser workflows.

A better experience

Enhance client service

Focus on each clients’ needs and aspirations, not on note taking. Aveni Assist allows advisers to be fully engaged with their clients, working to achieve best possible outcomes.

Improve customer experience
Generative AI Traceability

Transparent & Reliable AI

Traceability for reliability

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

The team at Aveni are a pleasure to work with. The enthusiasm for their software is infectious.

Key Group

I have to say how impressed I am with Aveni Assist – not just the report outputs but also the CRM element and in particular the summary panel. This will be incredibly helpful for my advisers.

UK Financial Advice firm

They’re an exceptionally knowledgeable team with a can-do attitude which is invaluable when deploying tech solutions of this nature.

Age Partnership

Your AI productivity partner for Financial Advice


Quick and easy set-up

Getting set-up and started with Aveni Assist is quick and easy and can be done within the hour.


Purpose-built for financial advice

An AI assistant tailored to the unique needs of financial advisors. Trained on FS data and purpose-built to streamline advice workflows.


Seamlessly integrated

Our integrations with MS Teams, Google Meet and Zoom means quick and easy set-up, so your advisers can access powerful AI-assistance fast.


Human+ approach

We believe in wrapping AI around advisers to enhance performance, not replacing them.


Security is our priority

Data security is at the heart of our business operation. We’re trusted with the data of some of the largest firms in the UK.


NLP expertise + FS experience

Aveni’s management team has decades of FS experience. We understand the challenges inherent in these businesses and target our solutions to solve them.

Generative AI in Financial Services Forum

Join the conversation on the latest on GenAI in FS on LinkedIn.

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