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Practical AI Use Cases in Financial Advice & Regulation

From adviser productivity to compliance automation, see real how firms use Aveni to drive measurable results.

Financial Advisers

Aveni Assist completely changes the way advisers work: completing admin in minutes, streamlining pre-execution compliance checks, and enhancing every step of the advice journey.

QA Assessors

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

Advice Team Manager

Analyse every meeting to uncover trends in the conversational behaviour of your advisers so you have the insights to build the best teams.

Consumer Duty

Drive Consumer Duty compliance across your business. Aveni Detect uncovers risk, evidences fair treatment and helps you stay audit-ready by analysing customer interactions at scale.

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, CEO, 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.”

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