Enhance Adviser Productivity While Protecting Compliance

Streamline high-value client interactions without compromising the ‘white glove’ experience

For Discretionary Fund Managers (DFMs) and private banks, adviser time is at a premium and client expectations are exacting. Firms must balance bespoke, high-touch service with the growing demands of regulation. Productivity pressures, compliance oversight, and the need to evidence Consumer Duty outcomes are intensifying.

Aveni’s AI platform helps networks solve these challenges.

It automates post-meeting documentation, captures investment rationale consistently, and provides compliance oversight on sensitive client conversations, without disrupting the adviser–client relationship.

AI for Private Banks: Solving Key Industry Challenges

01

Productivity Pressures

High-cost advisers spend too much time on admin, reducing their ability to serve clients and grow assets under management.

03

Client Experience

Clients expect tailored, white-glove service. Efficiency gains can’t come at the expense of trust or personalisation.

02

Regulatory Risk

High-value, sensitive client interactions are under increasing scrutiny. Firms must evidence compliance across every discussion.

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Automates adviser admin, from post-meeting briefs to suitability reports.

Monitors adviser interactions to flag conduct and compliance risks in real time.

Enterprise-Ready AI Solutions

Why DFMs & Private Banks Choose Aveni

Immediate Impact

Automates time-intensive admin, freeing advisers for client-facing work.

Tailored to High-Value Interactions

Compliance oversight designed for sensitive, complex conversations.

Trusted by Industry Leaders

Proven with leading DFMs and wealth managers across the UK.

Enterprise-Grade Compliance

Built for regulated financial services, aligned to FCA expectations.

AI for advice networks

Seamless Integration

Works alongside existing systems, preserving adviser focus on client relationships

Proven Success in Advice & Wealth
Calls we assessed had correctly identified complaints
100%
Reduction in QA assessment time
75%
Time save per on-going advice meeting
75%

Partner With Aveni

Advisers in DFMs and private banks need to focus on clients, not admin. Our AI for private banks streamlines documentation, safeguards sensitive client conversations, and ensures Consumer Duty compliance, all without compromising the bespoke experience your clients expect.

Free up adviser time, strengthen compliance, and deliver ROI within weeks.

Sovereign AI in Financial Services

Learn why sovereignty is the only path to resilience, competitiveness, and trust.

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