Aveni
Not just another meeting note-taker — Aveni Meeting Assistant helps Financial Advisers write investment reports, administer your CRM, brief your admin assistants, and more.
The Aveni Meeting Assistant is specifically designed for the Financial Advice sector, and works with both of our flagship products: Aveni Assist, for adviser productivity; and Aveni Detect, for automatic client meeting QA and risk monitoring.
Productivity Features
Aveni recognises when you're conducting a Fact Find, or Ongoing Advice Review, or Presentation — and extracts exactly what you'll need for your documentation and CRM.
Save hours on writing Suitability Documents
Aveni captures the client's needs, aspirations and financial circumstances — writing them up in the client's own voice to minimise editing.
And we can add these directly to your own document templates.
Ready for your CRM
Aveni extracts structured data, ready to go into your CRM, including:
• Client details
• Lifestyle and Aspirations
• Income
• Expenditure
• Assets
• Liabilities
• Pension
... and more
Any Actions?
Aveni recognises actions arising in the meeting, and drafts emails and minutes for your records.
Every meeting has the recording, transcript and summary notes available for easy future reference.
Auto QA
With Aveni Detect, you have a Machine Line of Defence to systematically identify and understand risks that matter to your business.
Intelligent Triage
Aveni can analyse meetings to identify high-risk interactions, and focus your Human Assessors effectively for faster remedial action.
Executive Dashboards
Executive-level information you need to get a clear understanding of the business risks that matter to you. Uncover the reasons behind complaints and expressions of dissatisfaction, get deeper insights into customer vulnerability, and understand the factors that affect team performance.
All available through the Aveni Meeting Assistant for Zoom.
Support for other VC platforms and phone systems is also available - contact us for more details.
May include administrator name, account email address, billing information, and account plan information.
May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.
Information about participants’ computers, phones, and other devices, which may include information about speakers, microphone, and camera, OS version, hard disk ID, PC name, MAC address, IP address (and general location at the country level derived from it), and other device information.
May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.
Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.
Information that is necessary for the app to function properly, which may include your Zoom user ID, session IDs, meeting role, and other basic identifiers and information about your meeting, webinar, or chat.
May include name, display name, email address, phone number, user ID, and other profile information.
Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.
Information people provide when registering for a Zoom meeting, webinar or recording, which may include name and contact information, responses to registration questions, and other registration information.
Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.
Manage cameras and microphones on the device(s) where you use this app, including switching between available cameras and microphones (e.g. laptop, webcam) and turning them on/off.
Manage your account, which may include creating sub-accounts or changing account plan options.
Manage account profile and contact information, which may include adding or removing users, or updating a user's role, group, name, display name, picture, email address, phone number, job information, location, and other profile information if authorized by a user with appropriate permissions.
Manage preferences and settings on the account or profile using the app, which may include updating meeting and webinar configuration preferences, email notification preferences, and configuring Zoom Phone, Zoom Room, and telephony devices.
Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.
Manage participants, which may include assigning participants to specific breakout rooms and specifying an interpreter for the session.
Manage registration information, which may include scheduling Zoom experiences or adding or deleting registrants.
User
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