United KingdomFinance and insurance2026 – ongoingQuilter
Aveni Assist meeting recording and summaries for financial advisers
Quilter rolled out an AI note-taker to all advisers in its financial planning network
Problem
Financial advisers spend time on notes and admin during and after client meetings. That takes attention away from the conversation with the client.
Approach
Quilter Financial Planning worked with Aveni to bring Aveni Assist into daily advice work. The tool records and transcribes client meetings, in person or online, and summarises the actions agreed. It was rolled out to all advisers across the Quilter network. Quilter said more functions would follow in the coming months.
Results
No published figures
Takeaway
Quilter started with meeting notes, a narrow task, and put the tool in front of every adviser in the network at once.
Categories
- Industry
- Finance and insurance
- Business function
- Internal work and knowledge managementProduction and quality
- Innovation type
- Process innovation
- AI technology
- Generative AI
- Adoption
- Vendor solution
- Evidence
- Press reporting
Sources
Source summaries
Reports that Quilter Financial Planning rolled out Aveni Assist to all advisers in its network. The tool records, transcribes and summarises client meetings and agreed actions. The article gives no figures, and Quilter said more functions would be added.
Full details are in the original sources.