Aveni
UK AI platform for advice meeting capture, suitability drafting and compliance review.
aveni.aiAveni's Wealth suite includes Assist, which captures meetings, drafts suitability reports and updates CRMs, and File Check, which reviews advice files. Its Compliance suite reviews customer interactions and tests customer-facing AI.
The company is based in Edinburgh and its site cites more than 250 customers, including Lloyds Banking Group, Quilter and Nationwide.
What it does
- Meeting capture
- Suitability drafting
- Advice file review
- Interaction review
- AI oversight tools
Coverage
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