Quilter adds AI into 'day-to-day' advice operations

Aveni Assist has been deployed to all advisers across the Quilter network, the group confirmed this morning (24 March). Currently, the tool is intended to assist advisers in recording, transcribing and summarising client meetings and agreed actions. It can also capture information from meetings, both face-to-face and online, intended to help advised focus on conversations rather than note taking, according to Quilter. Further functionality is expected to be added in the coming months. Quilter chief distribution officer Steve Gazard said that increasing digital tool and AI used i...