Aveni Assist

AI automates admin, you focus on clients

Aveni Assist is your always-on meeting assistant, purpose-built for financial advisers and seamlessly integrated with intelliflo office. It joins every client interaction – online, in-person, or uploaded – and turns conversations into structured, actionable outputs, so you can deliver exceptional advice while dramatically reducing admin.

Enhanced client service

Focus on each of your clients’ needs and goals, not on notetaking. Aveni Assist enables you to be fully engaged with your clients to achieve best possible outcomes.

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 business’ 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.

Aveni Assist helps you achieve unprecedented productivity by automatically creating detailed meeting summaries, helping to draft suitability reports, automatically extracting information for Fact Find, briefing your admin assistants and creating tailored customer emails within minutes of finishing a call.

AI-Powered Efficiency for Every Adviser

  • Flexible recording options: Record in-person meetings via your laptop or phone, invite our AI assistant to your Teams, Zoom, Meets or Webex calls, or upload recordings manually. However you meet, Aveni Assist has you covered.
  • Effortless post meeting summary: Within minutes of a meeting ending, receive a comprehensive, AI-generated summary tailored to the meeting type—whether it’s a fact find, annual review, investment presentation or introductory call.
  • New calendar dashboard: Navigate past and upcoming meetings with ease in a clean, intuitive calendar view, including filters and team-wide visibility.
  • Structured, searchable meeting actions: Summaries include AI-extracted outcomes, facts, insights and next steps – perfectly organised and ready to act on.
  • Instant fact find updates: Directly populate or update your fact finds using insights pulled straight from conversations, saving time and improving accuracy.
  • Suitability reports: Automatically generate key content to streamline report creation.
  • Client-ready emails in seconds: Post-meeting, Aveni Assist drafts tailored emails for each client, letting you stay responsive without losing hours to admin.
  • Transparent and traceable: Every insight links directly back to the source transcript, giving you full confidence and auditability.

Built for Financial Advice – Not Just Generic AI

Aveni Assist isn’t a bolt-on AI tool. It’s trained specifically on financial advice workflows, language and regulations. From onboarding to review, it understands the detail and context of advisory work, and integrates seamlessly with your intelliflo office environment.