Financial advisers are under pressure to meet growing client demands, maintain high compliance standards, and deliver personalised service – all within limited timeframes. Traditionally, documenting client meetings has been a time-consuming, manual task. Advisers often spend hours per meeting preparing file notes, summarising conversations, administering CRM, and ensuring regulatory requirements are met. This inefficiency restricts capacity to take on more clients and introduces risks around record-keeping, compliance, and quality assurance.
One firm reported a 75% time reduction on ongoing advice meetings, equating to 1.5 hours saved per session;
Another observed 50% less time needed for new client meetings.
A network of 70 advisers, each meeting six clients per week, saw 1,400 hours saved monthly, equating to £42,000 in cost savings, a direct productivity uplift with measurable ROI.

Advisers cited a major benefit in compliance protection. As one adviser shared: “If anything ever goes to a complaint, you’ve been bulletproof. Your PI cover will reduce, the number of complaints through FOS will reduce.”
Aveni Assist is not just a time-saver, it’s a strategic enabler for financial services firms. It enhances client experience, improves operational efficiency, and raises compliance standards, all while freeing up advisers to focus on what matters most: their clients.


