Mortgage & Protection

AI designed for Mortgage and Protection: boost adviser efficiency and automate compliance

Use the voice of the customer to reach new levels of productivity and risk oversight across your business.

Automatic Financial Adviser Admin

Unprecedented adviser productivity with Gen AI for Mortgage & Protection companies

 Drowning in paperwork, squeezed on costs, and facing ever-tighter compliance?

We hear you.

At Aveni, we automate the mundane (think document checks and admin!), freeing up your advisers to focus on what matters most: guiding clients to financial success.

Boost productivity across your operations. From the first hello to the final compliance check, Aveni streamlines workflows and automates compliance at a fraction of the cost.

Tell us what you're interested in and we'll show you how we can help

I want to cost effectively scale compliance

100% Compliance at a fraction of the cost with intelligent Auto QA.

I'm interest in boosting adviser productivity

Cut admin from hours to minutes with a GPT powered assistant build for financial advisers.

I’m excited to explore the technology and how it can enhance our customer insight and adviser performance, whilst delivering remarkable time savings in our Quality Assurance teams.

Key Group

“A QA process that used to take 90 minutes per case, now takes 15 minutes using Aveni Detect.”

Key Group
QA Manager

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

Age Partnership

Offering our clients a personalised service is a central part of our proposition. Using Aveni Detect enables us to monitor our client interactions to ensure that we are communicating with and supporting our customers effectively.

Sheriden Davy, CRO, James Sharp

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

Key Group

Working with Aveni has been a pleasure. Communication and regular meetings throughout the implementation process have been excellent and it has been easy to catch up on an ad hoc basis when required.

Age Partnership

Beyond efficiency, this partnership will allow us to drive greater transparency and oversight, and help us to better identify vulnerable and other high-risk customers.

Will Hale, CEO Key Group

Ultimately, the technology provided by Aveni Detect helps us at Age Partnership to build upon the high level of service and advice that we provide to every individual client.

David Wing, Director of Risk & Compliance, Age Partnership

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

Aveni’s data has really helped us get a clear picture of the vulnerabilities and dissatisfactions our agents have been encountering on calls. It has been critical in helping us to prioritise focus when it comes to honing our product proposition.

Investment Management Firm

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