Aveni

Aveni is revolutionising financial services with its award-winning AI FinTech solutions. Leveraging cutting-edge natural language processing (NLP) technology, our advanced AI platform analyses documents and meetings, extracting actionable insights to drive operational excellence.

From automating client administration and compliance monitoring to enabling Consumer Duty management and adviser performance assessment, Aveni’s AI seamlessly integrates with your human expertise, delivering unparalleled efficiency gains across the entire business operating model.

Bridging the gap between generic AI offerings and the unique needs of the financial industry, Aveni’s purpose-built AI assistant is tailored to accelerate FS workflows. With a team of world-leading NLP scientists and engineers, Aveni empowers businesses to harness the transformative potential of AI to enable more streamlined operations and enhanced productivity.

Our Vision

Your human expertise enhanced with industry AI.

Our Mission

3x efficiency. Same quality. Same human touch.

Aveni Assist

Aveni Assist powers productivity for financial advisers by enabling them to get hours of admin done in just a few minutes. Our GPT-powered AI assistant delivers unprecedented support, joining client calls to automate reporting, CRM population, post-call briefings, and follow-up emails while ensuring compliance. With Aveni at your side, your organisation can accelerate adviser efficiency, focus on high[1]value activities, and rest easy knowing AI outputs are reliable, accurate, and compliant.

• Instant CRM administration.  Administer your CRM within a minute of your client meeting finishing.
• Auto-generated suitability report.  Aveni Assist can extract all the relevant information from across a lengthy advice call to create a comprehensive suitability report in your company’s tone and style.
• Post-meeting briefing note.  Within a minute of completing a call, generate a detailed client email confirming key information and agreed upon actions.
• Integrated. Seamless integration with MS Teams, Google Meet and Zoom, means Aveni Assist is quick to set-up and get started with.
• Traceability. Understand where Aveni Assist has taken information from, with transparent and direct referencing back to the original call transcript.

Aveni Detect

Aveni Detect systematically monitors and analyses every call, acting as a Machine Line of Defence™ to identify and understand risks that matter to you. In addition to effective preventative control, and richer data analytics, we help you achieve greater productivity, agent performance and revenue growth, making QA processes significantly faster and scaling oversight from 1% to 100%.

• Focus on priority calls with machine assessment. Insight from 100% of calls Manage Consumer Duty Data-driven assurance with Auto QA Identify any vulnerable customers across all calls End random sampling by letting our AI automatically surface the most urgent calls for your QA team to evaluate. We ensure human effort is only invested in assessing what’s most essential.
• Data-driven assurance with Auto QA.  Achieve 100% coverage at a fraction of the cost by allowing Aveni Detect to automatically assess every call, significantly reducing the time to complete each human assessed case.
• Identify any vulnerable customers across all calls.  We’ve embedded the FCA’s ‘Fair Treatment of Vulnerable Customers’ guidance into Aveni Detect. This enables you to identify vulnerability risks across all calls and get a true understanding of vulnerable customers, how their needs change over time, and their outcomes.
• Manage Consumer Duty.  Simplify Consumer Duty management with a range of MI dashboards providing the regulator-ready data and evidence they expect.
• Insight from 100% of calls.  Turn the customer voice into a new, rich source of data. Analysis from every call can power business decision making and automation.