Automated QA Assessments for Financial Services | 100% Coverage

100% coverage at a fraction of the cost

Focus assessor time on the highest risk cases. Automate document check and assessment processes to boost productivity of your QA teams.

A Machine Line of Defence™ to identify and understand risks that matter to you

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PRODUCTIVITY

Reach new levels of productivity

Automate QA assessments based on your company's QA forms and processes to cut assessor case review time. Put an end to random sampling and improve remedial action by prioritising cases through risk detection and machine assessed QA failures.

TRIAGE

Triage high priority cases

Assessors can quickly see the highest priority calls and the cases that contain the biggest risks. Using features such as searchable transcript and Auto QA, reviews are completed quickly and remedial action assigned and trackable through to completion.

ELIMINATE

Eliminate slow, manual document reviews

Automated document check transforms the way you ensure compliance and accuracy for financial advice documents. With AI-powered automation, it streamlines your workflow, saving you valuable time and resources.

RECOGNISE

Better recognise, record and respond to vulnerable customers

Meet the FCA’s guidance on the Fair Treatment of Vulnerable Customers with our AI-driven ‘Machine Line of Defence’.

See why leading financial advice firms choose Aveni

Cut a 90 minute QA process to just 15 minutes

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Customer vulnerability observations are now up to 75% faster

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Compliance coverage

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AI Built for the Unique Demands of Insurance, Wealth & Retail Banking

Insurance Providers & Brokers

Random QA misses risks. Aveni Auto QA reviews 100% of calls, flagging pressure tactics, policy mis-selling or missed affordability checks - before they trigger complaints.

Wealth Management

Manual QA can't keep up with tailored, high-risk advice. Aveni analyses every client conversation, flagging unclear risk warnings or poor suitability so you stay ahead of the regulator.

Retail Banks

Widespread adviser networks mean compliance gaps. Auto QA provides full coverage, spotting conduct risks, missed disclosures and inconsistent messaging across every interaction.

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.”