Aveni.ai: Revolutionizing Financial Services with Purpose-Built AI

Aveni.ai is a cutting-edge AI platform engineered specifically for the financial services industry, delivering intelligent, secure, and compliant automation tools that empower financial advisers, QA assessors, and team managers. With a human+ approach, Aveni.ai combines deep domain expertise in finance with world-class natural language processing (NLP) to streamline workflows, enhance client interactions, and ensure regulatory adherence. Its suite of AI solutions—Aveni Assist, Aveni Detect, and FinLLM—automates critical tasks like CRM updates, suitability report generation, and post-meeting briefings, while providing 100% quality assurance coverage at a fraction of the cost. Built with enterprise-grade security, data sovereignty, and privacy by design, Aveni.ai ensures compliance with FCA’s Consumer Duty and UK GDPR through transparent, traceable AI operations that reference original call transcripts. The platform integrates seamlessly with MS Teams, Zoom, Google Meet, and key CRM systems like intelliflo office and Xplan, enabling rapid deployment without IT overhauls. Whether for SMEs, mid-sized firms, or enterprise organizations, Aveni.ai accelerates time-to-value with rapid prototyping and strategic co-development partnerships, making it a trusted choice among leading financial institutions.

Key Features:

• Aveni Assist: AI-powered assistant that automates client admin tasks, generates reports, updates CRM records, and delivers instant post-meeting briefings and follow-ups.
• Aveni Detect: Enables 100% quality assurance and risk detection across all client calls and documents at a significantly reduced cost.
• FinLLM: A financial services-specific language model designed for regulatory compliance, data security, and ethical AI use.
• Seamless Integration: Works with MS Teams, Google Meet, Zoom, Webex, intelliflo office, Xplan, and Genesys for frictionless adviser workflows.
• Consumer Duty Compliance: Automatically tracks and analyzes performance indicators to meet FCA’s regulatory requirements.
• Adviser Coaching & Analytics: Evaluates conversational quality metrics such as filler words, clarity, and pace to drive performance improvement.
• Traceable AI: All insights and outputs are transparently linked back to original call transcripts for audit and accountability.
• Data Sovereignty: Models and training data remain within the client’s cloud environment, ensuring full control and security.
• Privacy by Design: Uses AES-256 encryption on AWS S3, regular key rotation, and ISO 27001 certification with no third-party data training.
• Value Calculator: Helps firms estimate cost savings based on team size, interaction volume, and current admin time.
• Strategic Partnerships: Offers co-development opportunities with AI specialists embedded within client organizations.
• Regulator-Ready Reporting: Provides data-backed evidence and compliance documentation for audits and regulatory scrutiny.

Pricing: Aveni.ai offers a tailored pricing model based on business size and needs, with a free demo available to explore capabilities. While exact pricing details are not publicly listed, the platform is designed for enterprise, mid-sized, and SME clients, suggesting a flexible, likely subscription-based model with premium tiers for advanced features and partnerships.

Conclusion: Aveni.ai stands at the forefront of AI innovation in financial services, delivering powerful, secure, and compliant tools that enhance adviser productivity, strengthen risk management, and simplify regulatory reporting—making it an indispensable ally for firms committed to excellence and ethical AI.