Advanta Wealth Deploys Aveni AI to Improve Adviser Efficiency and Client Engagement
Advanta Wealth has integrated Aveni Assist into its advisory operations, marking the company’s first use of AI-driven tools to enhance client service and reduce administrative burdens. The decision follows a wider technology strategy aimed at aligning internal operations with evolving client expectations in financial advice.
The Aveni Assist answer enables Advanta advisers to automatically capture key information during in-person and virtual meetings, generate suitability reports, and automate note taking. This implementation allows staff to spend more time instead of managing routine documentation.
“Letting the technology handle the administrative element”
Mark Pearson, Managing Director at Advanta Wealth, said, “We are very focused on and our clients — and we want to enhance their experiences overall. Technology transformation is central to this, bringing in the right tools to allow our advisers to really focus on the part of the job they are passionate about — talking to and assisting their client — and letting the technology handle the administrative element.”
Alongside external client support, the firm is also using Aveni Assist internally to capture and share meeting summaries, contributing to higher productivity across departments. The rollout was supported by a structured change management process to guide teams through the adoption phase.
Kevin D’Arcy, at Advanta Wealth, said, “We did understand how significant it was to get the implementation right and bring our team along on this journey so we invested in a tailored change management consultation to support this. We have viewn really positive feedback from our team and the response to the tools 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 and we are considering other areas of our business where AI implementation can also bring benefits.”
Robbie Homer-Plews, at Aveni, said, “Advanta Wealth has been an excellent example of how to drive positive technology transformation across its business. They considered the benefits of using AI tools to assist maximise human interaction, but also acknowledged the potential adoption challenges with new technology and a shift in working practice. The investment made by Advanta Wealth to address this holistically is bringing benefits to staff and clients and already is driving some very positive time savings. We look forward to continuing to work together as this blend of human and AI approach the business.”
Advanta Wealth provides chartered financial advice services across the UK. Its collaboration with Aveni reflects a broader trend within wealth management to adopt technologies that streamline operations without compromising on client service.
