• Automate low-value admin direct from the customer voice. We take the relevant pieces of information from lengthy client calls and automatically complete time-consuming admin. Assist will administer your CRM, write client emails and draft content for suitability reports within minutes of finishing a call
• Aveni Meeting Assistant. Record meetings and easily upload them to Aveni Assist when it suits you using the Aveni Meeting Assistant app. 
• VC integrations. Integrated into all the most common VC platforms including Teams, Meet and Zoom. Quick to set-up with no major technical integration required. 
• Traceability. The outputs derived from our AI systems are completely traceable and compliant, ensuring reliability and accuracy for your advisers and clients.
• Vertical AI: Extensive FS experience put to use tuning models, ensuring financial terms, concepts and formats are output correctly.
• Works for your whole firm: We understand & serve additional sectors such as mortgage, insurance and equity release who might share premises with you.
• Intelliflo strategic partner  gives us to a much deeper integration than others meaning more streamlined usability and superior productivity gains.
• Regulatory proof: (Detect + Assist): Guidance vs. Advice and firms are increasingly under pressure to demonstrate customer voice, why they chose a product, was it understood etc.

Significant inefficiencies in the Advice industry e.g. post meeting admin, case checking, compliance processes etc
Assist enables unparalleled adviser/paraplanner efficiency, cutting admin from hours to minutes.

Limited value document generation currently carried out by solutions like Genovo
ML-processing of customer calls is likely the only way to summarise, capture & evidence client objectives and preferences.

Underserved market: 39M adults in the UK fall in the advice gap representing a £185B adviser opportunity
Assist can lower the cost to serve allowing advice firms to address a greater proportion of the underserved market resulting in increased revenue

Tightening regulation: regulatory burden like Consumer Duty is causing more advisers to retire.
Built-in understanding of risk and compliance, making it a seamless and secure solution readily accepted by risk teams.

Market consolidation resulting in competition stagnation and less choice for consumers
Homogenised market resulting in need for differentiation, improved customer service, loyalty etc 

Fragmented technology market
Technology providers have historically operated in silos, limiting prospects for integration across the advice value chain.

Strategic partnership with Intelliflo allows for deeper integration, in addition to integrations with the most commonly used VCs, improving usability and productivity gains

Data quality and integrity
Firms have historically struggled to capture meaningful business and client data, or when they have its quality has compromised its utilisation

Assist enables clear, searchable and traceable audit trail of client information that can be used across the advice value chain

Hype around AI in Financial Advice - advisers recognise potential but are cautious of adopting AI

Advisers don’t want to be replaced; Assist is built to enhance human expertise rather than replace
Aveni is already being utilised across array of advice businesses of varying size and clientele

By reviewing 100% of customer interactions, using Aveni Detect QA supervisors can ensure a consistent service standard across all interactions, identifying and addressing any deviations promptly.

Unrecognised Training Needs
Limited interaction reviews may miss patterns indicating widespread training deficiencies among staff.

Comprehensive review capabilities with Aveni Detect allow supervisors to identify common knowledge gaps and provide targeted training to improve overall staff competency.

Compliance and Regulatory Risks
Incomplete monitoring increases the risk of non-compliance with industry regulations and company policies, which can lead to fines and legal issues.

Full interaction review in Aveni Detect ensures adherence to compliance standards, reducing the risk of regulatory penalties and enhancing audit readiness.

Missed Opportunities for Sales Optimisation
Partial review of interactions may overlook opportunities to optimise sales techniques and strategies

By analysing all interactions through Aveni Detect supervisors can identify successful sales approaches and disseminate best practices across the team, improving overall sales performance.

Delayed Issue Resolution
Limited visibility into customer interactions can delay the identification and resolution of systemic issues, leading to prolonged customer dissatisfaction.

Continuous and comprehensive monitoring allows for quicker identification and resolution of issues, enhancing the customer experience and reducing churn.

Customer Experience Blind Spots
Supervisors may miss important insights into the customer experience if only a small percentage of interactions are reviewed.

Reviewing all interactions provides a complete picture of the customer journey, interest, concerns, dissatisfactions and enabling supervisors to make data-driven decisions to improve the overall customer experience.

Inefficiencies in QA Processes
Traditional QA processes involving manual reviews are time-consuming and prone to human error.

Automated, comprehensive and prioritised review capabilities streamline QA processes, increasing efficiency by 80% and accuracy while freeing up supervisors to focus on strategic improvements.

Lack of Real-Time Feedback
Delayed reviews mean that feedback to staff is not timely, reducing its effectiveness.

Real-time review capabilities allow supervisors to provide immediate feedback to staff, helping them to quickly correct and improve their performance.

Limited Insights for Continuous Improvement
Without full visibility, it is challenging to gather comprehensive data for continuous improvement initiatives.

Full interaction data supports deeper analytics and insights, driving continuous improvement in customer service and operational efficiency.

Limited Insight Into Customer Vulnerabilities
Supervisors may miss important insights into customer vulnerabilities if only a small percentage of interactions are reviewed.

By reviewing all interactions, Aveni Detect ensures that QA supervisors can spot compliance issues and customer vulnerability trends on both an individual and population level.

Limited Analytical Insights
Manually managed data limits the ability to generate insightful analytics for improving client service and business operations.

Automated data capture and integration provide a rich dataset for analytics, helping QA supervisors identify trends, opportunities, and areas for improvement.