Aveni

““We embrace innovation at Key, and our partnership with Aveni demonstrates our commitment to using technology to consistently improve the quality of our advice and ensure we continue to lead the market in how we support our clients. Beyond efficiency, this partnership will allow us to drive greater transparency and oversight, and help us better identify vulnerable and other high-risk customers, all of which contribute towards ensuring the best possible outcomes for our customers.””

“Aveni has streamlined our process for assessing calls, making it easier to spot vulnerabilities and ensure we’re treating customers fairly. The technology has taken much of the manual work out of the equation, providing a clear overview of collective scores and helping us quickly identify areas for improvement.”

“What used to dominate our entire day is now a 20-minute task. Aveni’s analysis shows us exactly where to focus, eliminating hours of unnecessary listening.”

““It’s great to be part of a business that’s doing two things: democratising financial advice, and being a leader in terms of technology.””

““Any firm that’s not currently utilising or planning to utilise AI in their process will fall behind. People expect pace nowadays. If you’re still in an antiquated manual model, you’re always going to be behind the curve.””

““Instead of a whole day being blocked out for various meetings in the week, within 15 minutes I could do the bulk of it.””

““The biggest surprise for me has been the speed at which an AI model can catch up with what you’re doing. We could see early on that Detect was picking up the key risk areas that would worry us.””

““Before Aveni Detect, our approach to quality assurance was basically a Google spreadsheet. It was a really manual, really laborious process.””

“We’ve been really well supported by Aveni as we have gone through this process and we are proactively exploring other areas of our business where AI implementation can also bring benefits.”

“We want to ensure the relationships we are building aren’t transactional and ensure advisers can spend the time doing what they do best, getting to know our clients and building long-standing, trusting relationships. AI is enabling us in being able to do so by reducing admin time to allow for longer and more engaged conversations with clients. It is an investment in our clients and our people.”

“We understood how important it was to get the implementation right and bring our team along on this journey. To help deliver this, we invested in a tailored change management process to help us best understand and positively work with team members on their areas of apprehension and concern. We have seen 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.”