Enhance your financial advice workflow with Aveni Assist.
Aveni Assist is a companion app that works seamlessly alongside our Aveni Assist webapp. It allows you to easily capture in-person client meetings with your iPhone, so you no longer have to remember to take your laptop to every meeting.
Streamline your process:
Effortless recording: Capture clear audio for your annual reviews, fact finds, and other client interactions.
Add context: Include client names, meeting type and number of speakers for fine-tuned results.
Seamless upload: Send recordings directly to Aveni Assist for AI-powered analysis.
Download Aveni Assist today, the perfect on-the-go companion app for busy financial advisors.
Want to find out more about Aveni Assist? Book a demo through our website - aveni.ai - to get started.