{"id":133910,"date":"2026-03-24T13:40:08","date_gmt":"2026-03-24T16:40:08","guid":{"rendered":"https:\/\/tech.einnews.com\/article\/901478788"},"modified":"2026-03-24T13:40:08","modified_gmt":"2026-03-24T16:40:08","slug":"quilter-develops-ai-tool-for-advisers-with-tech-specialist-aveni","status":"publish","type":"post","link":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/2026\/03\/24\/quilter-develops-ai-tool-for-advisers-with-tech-specialist-aveni\/","title":{"rendered":"Quilter develops AI tool for advisers with tech specialist Aveni"},"content":{"rendered":"<p><strong>Quilter Financial Planning has developed its own artificial intelligence (AI) product for its advisers with tech specialist Aveni.<\/strong><\/p>\n<p>The tool, \u201cAveni Assist\u201d, is now live across Quilter appointed representative advice firms and&nbsp;is intended to support advisers in serving a larger number of clients while deepening the quality of existing relationships, Quilter said.<\/p>\n<p>Initially, Aveni Assist will enable adviesrs to record, transcribe and summarise client meetings and agreed actions, with the aim of significantly cutting the time spent on manual paperwork and increasing the capacity to formulate and deliver recommendations.<\/p>\n<p>The tool, which is also being used internally across the business, also helps advisers capture key information from face-to-face and online meetings so they don\u2019t have to take notes during client conversations. Further functions will be added over the coming months as Quilter expands the role of AI across its network.<\/p>\n<p>Steve Gazard, chief distribution officer at Quilter, said: \u201cIncreasing 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.<\/p>\n<p>\u201cThe fundamentals of advice will not change because clients still want personal support from someone who understands their circumstances. Technology\u2019s role is to remove friction and help advisers focus on the parts of the relationship that matter most.\u201d<\/p>\n<p><strong><a href=\"https:\/\/blockads.fivefilters.org\"> <\/a><\/strong> <a href=\"https:\/\/blockads.fivefilters.org\/acceptable.html\"> <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8230; ) product for its advisers with <span class=\"match\">tech<\/span> specialist Aveni. The tool, \u00e2\u0080\u009cAveni Assist &#8230; someone who understands their circumstances. <span class=\"match\">Technology<\/span>\u00e2\u0080\u0099s role is to remove &#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-133910","post","type-post","status-publish","format-standard","hentry","category-news","wpcat-1-id"],"_links":{"self":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/133910","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/comments?post=133910"}],"version-history":[{"count":0,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/133910\/revisions"}],"wp:attachment":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/media?parent=133910"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/categories?post=133910"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/tags?post=133910"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}