Quilter Financial Planning has partnered with Aveni to support the introduction of AI into day-to-day advice operations, with its Aveni Assist product now live for appointed representative firms.
At this initial stage, Aveni Assist has been deployed to all advisers across the Quilter network, enabling them to record, transcribe and summarise client meetings and agreed actions. The aim is to reduce the time spent on manual paperwork and increase the capacity to formulate and deliver recommendations.
The tool also helps capture key information from face-to-face and online meetings, allowing advisers to stay focused on client conversations rather than note taking. It is being used internally across the business as well, supporting more consistent documentation and knowledge sharing.
Further functionality of Aveni’s solutions will be added over the coming months as Quilter expands the role of AI across its network.
Steve Gazard, chief distribution officer at Quilter, said: “Increasing the use of digital tools, and AI in particular, is becoming essential to strengthening how advisers work with clients. Aveni Assist helps reduce complexity and gives advisers more time for the conversations that shape good financial decisions.
“The fundamentals of advice will not change because clients still want personal support from someone who understands their circumstances. Technology’s role is to remove friction and help advisers focus on the parts of the relationship that matter most. Our aim is to create the space for advisers to continue to deliver a high quality experience, with our award winning platform and wider enhancements working together to keep Quilter the natural home of professional advice.”
Joseph Twigg, chief executive officer at Aveni, added: “Quilter has a forward-thinking approach to how AI can support the future of financial advice. By partnering with Aveni to deploy Aveni Assist across its adviser network, Quilter is taking a significant step towards embedding AI in a way that brings proven value to advisers and their clients through enhanced and efficient communications.
“Quilter has the scale and the vision to demonstrate what AI-enabled advice can look like at its best. Together, we're building something that will set a benchmark for the industry, proving that responsible AI adoption and better client outcomes go hand in hand.”
