Aveni AI Platform

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AI platform designed to enhance productivity and compliance within financial services through automated admin and QA processes.

Categories: AI Assistants, Customer Success, Sales

Pricing Model: Subscription

Updated: 06/03/2025

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Employees

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Founded in

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Funding Series

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Funding Amount

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The Aveni AI Platform revolutionizes productivity and compliance in the financial services sector by leveraging advanced NLP and AI technology. Targeting wealth management, mortgage protection, and other FCA-regulated sectors, Aveni provides tools such as Aveni Assist and Aveni Detect to automate admin, compliance, and QA processes, significantly reducing the time spent on these tasks. The platform is suited for risk and compliance managers, QA assessors, advice team managers, and financial advisers looking to streamline operations. Aveni’s core strengths lie in its ability to integrate seamlessly with existing technologies, providing consistent and reliable outputs to foster better client relationships and business growth.

Organizations benefit from scalable operations and insightful analytics that help tailor customer interactions. The platform also identifies vulnerable customers and tracks Consumer Duty performance, enhancing compliance and overall service quality.

Pros:

Automates time-consuming admin tasks
Enhances compliance through robust AI tools
Improves QA efficiency with automated assessments
Seamless integration with popular communication platforms

Cons:

Requires initial setup and integration time
May have a learning curve for new users
Dependent on the accuracy of AI-driven insights

Features:

Aveni Assist - AI-driven automation for financial advice admin
Aveni Detect - Ensures compliance by monitoring and assessing calls
Customer Vulnerability Identification - Flags at-risk individuals during interactions
QA Automation - Streamlines quality assurance with AI

Integrations:

Microsoft Teams - Integration for communication and collaboration tasks
Google Meet - Facilitates virtual meetings and transcriptions
Zoom - Integration for video conferencing and automated admin

Pricing:

Pricing tier 1 - Basic subscription with limited features
Pricing tier 2 - Comprehensive subscription with full access

Implementation Timeline

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Onboarding

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Sandbox

Compliance

Hashtags

AI Assistant AI Customer Engagement Meeting Transcription Software

Buying Persona

CRO, Director, Customer Success Manager