Prosser Knowles

Prosser Knowles, a UK-based financial planning and wealth management firm, faced significant administrative burden on its advisers. Post-meeting admin was consuming approximately two hours per financial planner per client interaction, and client documentation turnaround times stretched from four to six weeks. The firm sought to reduce this burden as part of a broader digital transformation and productivity enhancement initiative.

The firm implemented Aveni Assist, an AI-powered financial advisor assistant, using a phased rollout starting with a small pilot group of advisers. The tool captures client interactions (online and face-to-face), automatically produces conversation summaries and detailed meeting notes, assists with drafting suitability reports, and integrates smoothly with their existing intelliflo office back-office platform.

Post-meeting admin time was reduced by approximately 60% per financial planner, dropping from around two hours to just 45 minutes. Client documentation turnaround improved dramatically, going from a 4–6 week cycle to same-day or next-day delivery. The tool also raised team performance through access to accurate transcripts for learning and coaching, and contributed to higher morale and a growing culture of innovation.

• A phased pilot approach with detailed adviser feedback shaped the rollout and reduced adoption friction, making the wider transition smooth and low-risk.
• Seamless integration with existing back-office systems (intelliflo) was a critical factor in successful adoption.
• Freeing advisers from administrative tasks enables more focused client interaction and supports narrowing the financial advice gap.