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What is AIFA?
AIFA 2024 Disturbance Demo – Aveni
In their own words:
- Assist saves 75% time (1.5 hours) per on-going advice meetings/annual advice
- Assist saves 50% time in new client meetings
- 90 min QA process reduced to 15 mins”
Synopsis:
- AI-Powered Meeting Transcription and Analysis: Automatically transcribes meetings, generates summaries, and extracts key information for tasks like email creation and suitability report content.
- Pre-Execution File Check: Scrutinises all case documentation for accuracy, consistency, and potential compliance issues, providing an extra layer of assurance before execution.
- Automated Compliance Assessment: Utilises AI to assess cases against quality assurance metrics and consumer duty standards, prioritising cases for human review based on risk.
- Training and Competency Evaluation: Employs AI to analyse adviser calls, identifying potential training needs based on patterns and language usage.
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Our Analysis
Website
Company Info
HQ: UK
Founded: 2018
Product Displayed: Aveni Assist
Presenter: Joseph Twigg, CEO
![AIFA2024_BestInShow_600x200](https://www.advisersoftware.com/wp-content/uploads/2024/07/AIFA2024_BestInShow_600x200.jpg)