Aveni AI features and pricing (October 2026)

Aveni builds AI tools for regulated financial advice in the UK. Aveni Assist handles admin around client meetings for advisers and planners, and Aveni Detect automates quality assurance and Consumer Duty monitoring for compliance teams.

Aveni Assist records meetings in Teams, Zoom, Webex, Google Meet or a mobile app, prepares briefings and summaries, drafts suitability reports and client letters in the firm's own Word templates and populates the CRM, with an Intelliflo integration mentioned. Aveni Detect checks calls, notes and files for quality issues, vulnerability and complaints. Aveni also develops FinLLM, a language model for financial services.

Aveni Limited is registered in Edinburgh, Scotland, and is ISO 27001 certified. Customers named include Lloyds Banking Group, Nationwide, Rathbones, Quilter, Aviva and Schroders.

• Writes up advice meetingsAveni Assist transcribes client meetings and produces a post-meeting summary within minutes. It also prepares a briefing before the next meeting from CRM data and earlier conversations, so advisers spend less time on notes and more with clients.
• Drafts suitability reportsThe tool pulls facts from the meeting, the CRM, fact finds and existing documents into the firm's own Word templates. The vendor cites a firm that cut annual review reports from 90 to 10 minutes, and the adviser reviews every draft before sending.
• Automates quality assuranceAveni Detect runs configured case-level checks across calls, notes and reports, extracts key information and compares it across files. Compliance teams review all cases instead of a sample and focus on flagged QA failures.
• Flags vulnerability and complaintsThe AI detects signs that a customer may be vulnerable and surfaces expressions of dissatisfaction in conversations. Firms use this to support customers in line with FCA guidance and to report Consumer Duty outcomes.

• Built around UK advice regulation, with Consumer Duty metrics and FCA vulnerability guidance in the QA product.
• Works with the firm's existing Word templates for suitability reports, so templates do not need to be rebuilt.

Aveni is based in Edinburgh and names UK financial firms such as Lloyds Banking Group, Nationwide, Rathbones and Quilter as customers.

Aveni is designed for UK rules such as the FCA Consumer Duty, so firms elsewhere should check how far the checks match local requirements. The privacy notice says data may leave the UK or EEA with safeguards, and subprocessors are listed only on request. Recording advice meetings needs client consent, and drafted reports must be reviewed by the adviser.

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