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Powering Financial Services with purpose-built AI

Adviser Productivity
Cut client admin from hours to minutes with an AI assistant built for advisers
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Compliance Automation
100% quality assurance coverage at a fraction of the cost
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AI Solution Customisation
Shape AI solutions around your business, unique workflows, and regulatory needs
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Enterprise AI
Co-Development
Collaborate to build enterprise-grade AI solutions that deliver on your priorities
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Adviser Productivity
Cut client admin from hours to minutes with an AI assistant built for advisers
Learn more
Compliance Automation
100% quality assurance coverage at a fraction of the cost
Learn more
AI Solution Customisation
Shape AI solutions around your business, unique workflows, and regulatory needs
Read More
Enterprise AI
Co-Development
Collaborate to build enterprise-grade AI solutions that deliver on your priorities
Learn More

AI Solutions Built for Your Business

Find the right fit - whether you need a strategic AI partner, a tailored solution, or ready-to-go technology.

SME
For firms that want 
AI-powered efficiency without the complexity. Get started quickly with Aveni Assist & Detect.
MID SIZED
For midsize firms that need a tailored approach. We’ll shape our AI to fit your workflows and priorities.
ENTERPRISE
For large firms looking to co-develop AI solutions that drive real change. Let’s build something transformative together.

Trusted by the biggest brands in the industry

Jana Sivananthan
Chief Risk Officer, 7IM

"7IM is a business that has a long history of putting its clients first by staying at the forefront of technological innovation. This approach is reflected in the choice to partner with Aveni for strategic AI adoption."

Elizabeth Chapman
VP Operations, Transformation and Change at Equifax UK

“Aveni Detect is already helping us to support quality assurance across our customer interactions and helping to identify customer vulnerabilities and enhance our support mode.”

Kevin D’Arcy
Group Head of Operations at Advanta Wealth

“We have seen really positive feedback from our team, response to the Aveni Assist tool has been excellent and we are very pleased with the results and business impact so far. We’ve been really well supported by Aveni as we have gone through this process.”

David Kaye
Puma Investments

“This technology has the capability to substantially reduce the administrative burden on advisers, freeing them up to devote more time to meeting their clients’ needs.”

Paul Titterton
Chief Operating Officer, Octopus Money

“At Octopus Money, we’re always looking for ways to ensure every customer gets the money support they need - not just the wealthiest few. Aveni’s solutions are helping us digitise and streamline our customer call reviews, ensuring we maintain the highest standards while reducing the time spent on manual processes.”

Ray Milne
Chief Risk Officer, Schroders Personal Wealth

“Our partnership with Aveni shows our commitment to using technology to ensure the quality of our advice. Aveni Detect enables us to identify vulnerable and other high risk clients, helping us support them in the best possible way.”

Karina Bowden
Group Chief Risk Officer, TFAS Enterprises

“Aveni Detects allows our Risk, Compliance and Quality teams to have much more oversight of the entire business, using the same resource but focused on areas that add the most value to our clients and the business along with assurance to myself, the rest of the Board and the regulator.”

Cutting edge AI solutions to achieve new levels of productivity across your business

AI designed specifically for the financial services industry.

We combine NLP expertise with deep financial services experience.

Data security is at the heart of our business operations.

Human+ approach to empower your financial advisers and agents.

Trusted by leading organisations across
the FS industry.

Our NLP experts are consistently ranked in the top 100 globally.

Strategic AI partnerships

For established organisations looking to pioneer bespoke AI solutions with measurable impact. Join us in crafting intelligent systems that redefine what's possible for your business and clients.

ai for financial services

Scalable AI solutions built for every stage of your business operations

ONBOARDING
Smoother client onboarding. Better engagement.
Aveni’s AI-powered assistant transforms adviser workflows, joining client calls to automate key tasks. It generates reports, updates CRM records, and delivers post-meeting briefings and follow-ups—enabling unprecedented adviser productivity.
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EXECUTION
Frictionless Execution & Compliance-First Advice

Improve accuracy and save time across planning, documentation, and advice delivery. Aveni’s AI automates content creation and performs compliance-driven call and document reviews, reducing risk before recommendations reach clients.
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ONGOING PROCESSES
Continuous Compliance & Business Resilience
Advanced compliance capabilities help firms stay ahead of regulatory demands. Our AI continuously monitors client interactions, flags risks, enhances adviser coaching and training programmes, and reinforces second- and third-line defence—supporting Consumer Duty and long-term compliance.
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Smarter Operations and Risk Management with AI

From admin tasks to quality assurance, our AI simplifies processes and sharpens oversight. Automatically surface key risks, reduce manual effort, and ensure every interaction meets your compliance standards.