If you are already using Aveni Assist to cut down admin and generate meeting summaries, let us make sure you are getting the most out of it. A few small tweaks to how you run your meetings can make a big difference in clarity, accuracy, and overall efficiency. This Aveni Assist guide will help you maximise results with minimal effort, tailored to your natural style.

Key takeaways:

• Aveni Assist automates client meeting summaries using AI.
• It saves advisers time by creating accurate, actionable notes
• Helps improve compliance and client communication.
• Easy to integrate with existing workflows and CRM systems.

1. Keep conversations clear and natural

• Fact-find neetings: cover key areas like income, objectives, or assets as they arise. There is no need to cram everything into one session. For instance, saying, “Let us talk about your retirement goals,” keeps things simple and helps Aveni Assist capture the details clearly.
   
• Annual reviews: focus on what is changed, such as income updates or shifts in risk preferences. A quick, ‘Any big changes since we last spoke?’ works well. Aveni Assist will flag anything you miss.
   
• Ad hoc chats: let the conversation flow naturally. Asking an open-ended question like, “What is on your mind regarding your investments?” allows Aveni Assist to pick up the key points organically.

Aveni Assist guide tip: there is no need to follow a rigid format. Clear, everyday language in your usual tone works well.

2. Speak as you normally would

• Skip the jargon and keep it straightforward, for example, ‘Let us go over your savings,’ rather than ‘Let us assess your liquidity profile.’
   
• Take natural pauses between key points. It is not a race, and brief pauses help Aveni Assist keep up.

3. Recap the key points

• Restate the client’s goals now and then: ‘So, you are aiming for a comfortable retirement by 65, is that right? This helps clients confirm your understanding.
   
• Wrap up with a quick, ‘Next month, we’ll adjust your portfolio.’ It reinforces decisions without adding extra work.

4. Stay flexible, stay yourself

• You do not need a strict script. Simply guide the conversation with broad themes such as client needs, goals, next steps, and let it flow naturally. Remember, Aveni Assist adapts to your style.

5. Make small tweaks if needed

• If something does not look quite right in the summary, let the system know, it learns fast.
   
• Notice what works well? Keep doing that. A little feedback makes a big difference.

6. Encourage more detail

• A casual, ‘Tell me more about that,’ helps bring out richer responses. It is a natural way to chat and gives Aveni Assist more to work with.
   
• Double-check with clients: ‘Have I got that right?’ It is a simple step that again ensures accuracy.

7. Keep background noise to a minimum

• A quiet setting helps a lot. Noisy environments can interfere with transcription, so whenever possible, keep things calm for clearer summaries.

Why it works and how it makes you a better adviser

This Aveni Assist guide shows how small changes in how you work can unlock major benefits. Aveni Assist is more than a tool for saving time. It is designed to elevate your performance as an adviser. By applying a few best practices, you not only improve the quality of meeting summaries, but also unlock the full potential of AI to enhance the way you work.

Here is how that creates real impact:

More time for what matters
Aveni Assist automates essential admin tasks such as writing suitability reports, updating your CRM, and drafting client emails. This can save you hours each week, allowing you to spend more time with clients, focus on strategic decisions, and grow your business.

Sharper focus, better conversations
When Aveni Assist captures the meeting details, you can be fully present with your client. There is no need to multitask or take notes during the conversation. Aveni Assist guides you to build deeper relationships and uncover more meaningful insights.

Higher quality, lower risk
You benefit from clean, accurate documentation with clear traceability back to the original meeting transcript. This adds a layer of protection if a complaint arises. As one adviser shared, “If anything goes to complaint, you are bulletproof.”

Scalable excellence
Whether you are meeting your tenth client this week or your hundredth this year, Aveni Assist helps you stay consistent, compliant, and clear in your documentation while reducing the risk of burnout.

A more professional experience
Clients notice the improvements. When you provide clear action points, timely follow-ups, and personalised communication, the overall experience feels more organised and professional. You deliver more value with less effort.

The bottom line of this Aveni Assist guide: becoming a better adviser

Small changes in how you speak, guide conversations, and summarise key points can significantly improve how Aveni Assist supports your work. When your technology works harder for you, you can give more to your clients—whether that means being more focused, more productive, or more impactful.

Better summaries lead to better documentation. Better documentation leads to better outcomes. And better outcomes are at the heart of great advice.

Aveni Assist: built for advisers. Designed to empower.
Ready to unlock the full potential? Book a demo or reach out to our team today.

Frequently asked questions

• Q: How secure is Aveni Assist?
  Aveni Assist uses industry-standard encryption and complies with all relevant data protection regulations to keep your client data safe.

• Q: Is Aveni Assist compliant with FCA regulations?
  Absolutely. Aveni Assist is designed to meet FCA compliance requirements for record-keeping and data security.

• Q: Can I customise the meeting summaries?
  Yes, you can tailor the summary format and content to suit your firm’s needs.

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