Aveni Assist

[jim.farrell]

Integration overview

We are pleased to share the news that a new third party integration is now available for Xplan users - Aveni Assist.

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration pattern.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open settings within your Xplan site.

Integration summary

Aveni Assist is your AI assistant that sits with you on every client meeting, using the relevant information to automate admin so you have more time to do what matters: getting the best financial outcomes for your clients.

Software type: AI solutions

Locale(s): UK

Contact details for integrator: (see website for details)

Website for integrator: https://aveni.ai/

Description provided by the integrator:

Aveni is at the forefront of developing AI solutions for financial advice.  Its Xplan-integrated AI platform helps you achieve unprecedented productivity by automatically creating detailed meeting summaries, extracting the relevant information for your suitability reports and other documents, briefing your admin assistants and creating tailored customer emails within minutes of finishing a meeting.

Achieve new levels of efficiency with Aveni Assist: 

• Flexible recording options: Record in-person meetings from your laptop or phone, or simply invite our bot to your Teams, Zoom or Webex calls. You can also manually upload calls, giving you complete coverage.
• Automated fact-find data capture and entry: Extract key fact find data from conversations and push it directly into X-Plan, eliminating the need for manual re-keying 
• Effortless pre- and post-meeting summary: Aveni Assist instantly delivers tailored summaries for every meeting type, from introductions to annual reviews. It also creates concise AI-generated briefing notes that combine all past meeting insights for a client, regardless of who in your team led them.
• Navi: Assist’s intelligent advice CoPilot that helps tailor meeting summaries and follow up actions quickly and accurately. Using the meeting transcript to answer questions, refine wording and share outputs to each adviser’s preferred style. 
• Document Generation: Effortlessly generate key documents like Suitability Reports, client letters, and Annual Review Docs by combining data from meetings, your CRM, and templates, perfectly tailored to your company’s style and tone, all in a fraction of the time.
• Customer emails: Streamline communications by automatically creating personalised emails for your clients
• Enhance client service: Focus on each clients’ needs and aspirations, not on note taking. Aveni Assist allows you to be fully engaged with your clients, working to achieve best possible outcomes.
• Traceability for reliability: Understand where Aveni Assist information has come from with transparent and direct referencing back to the original meeting transcript.
• Built for Financial Advisers, by financial AI experts: Unlike generic AI solutions, Aveni Assist is tailor-made for the financial adviser world. Trained on industry-specific data and seamlessly integrated with Xplan, our platform is built to accelerate your workflows.

IMPORTANT NOTE - This integration will not be available for clients on multi-tenanted sites. If you are unsure if this applies to you, speak to your local site administrator.

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration is not being made available to Essentials Clients.

In your third party integrator software: 

The third party has not yet provided us with setup details for this integration. Please contact them directly, using the contact details above, for more information.