Case Study: Prosser Knowles cuts admin by 60% with Aveni Assist

How Prosser Knowles Achieved 60% Admin Reduction

Prosser Knowles, a UK-based financial planning and wealth management business, sought to enhance productivity and efficiency through digital transformation. Their challenge involved reducing the significant administrative burden on financial advisers to improve client service. They partnered with vendor Aveni to implement its AI financial advisor assistant, Aveni Assist, to address this.

Aveni implemented Aveni Assist, which seamlessly integrated with the firm's existing systems. The solution automates the capture of client interactions and generates summaries and meeting notes, which drastically cut post-meeting admin time by 60%—from two hours down to 45 minutes. This efficiency gain from Aveni allowed advisers to focus more on client relationships and contributed to a stronger culture of innovation within the firm.

Prosser Knowles

Hollie Henson

Director of Operations