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Enhance your financial advice workflow with Aveni Assist

Aveni Meeting Assistant

by Aveni.ai

What is it about?

Enhance your financial advice workflow with Aveni Assist.

App Details

Version
1.4.0
Rating
(4)
Size
27Mb
Genre
Business Productivity
Last updated
October 26, 2024
Release date
August 7, 2024
More info

App Store Description

Enhance your financial advice workflow with Aveni Assist.

Aveni Assist is a companion app that works seamlessly alongside our Aveni Assist webapp. It allows you to easily capture in-person client meetings with your iPhone, so you no longer have to remember to take your laptop to every meeting.

Streamline your process:

Effortless recording: Capture clear audio for your annual reviews, fact finds, and other client interactions.

Add context: Include client names, meeting type and number of speakers for fine-tuned results.

Seamless upload: Send recordings directly to Aveni Assist for AI-powered analysis.

Download Aveni Assist today, the perfect on-the-go companion app for busy financial advisors.

Want to find out more about Aveni Assist? Book a demo through our website - aveni.ai - to get started.

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