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Aveni AI

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About

Aveni AI offers an AI platform and AI assistants, Aveni Detect and Aveni Assist, for the financial services industry. It automates tasks such as document check, CRM administration, report generation, and compliance assessment. Aveni Detect focuses on risk and compliance, offering features like Consumer Duty outcome assessments and vulnerable customer identification. Aveni Assist is a GPT-powered AI assistant that handles financial advice admin, generates suitability reports, and manages client emails. The platform aims to transform productivity and compliance by mining information from customer conversations. It caters to various roles including QA assessors, risk officers, financial advisers, and call center managers. Key use cases include AI financial advisor assistance, Consumer Duty compliance, and auto QA.

Platform
Web
Keywords
nlpai assistantcompliancequality assurancefinancial services
Task
voice automation

Features

report generation

client correspondence

crm admin

automated document check

machine assessment of calls for qa processes

vulnerable customers identification

consumer duty outcomes assessment

ai financial adviser assistant

Job Opportunities

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Aveni AI

Support Analyst

Aveni AI provides an AI platform for financial services, automating compliance, QA, and client management with tools like Aveni Detect and Aveni Assist.

engineeringremotefull-time

Benefits:

  • A collaborative and innovative work environment with career growth opportunities

  • 34 days holiday plus your birthday off (inclusive of bank holidays)

  • Share options – we believe in shared success

  • Skills development – continuous learning is at our core, expect the development to be front and centre of everything you do

  • Remote and flexible working – remote, co-working spaces, or a mix of both Life insurance, income protection and private health care Freebies and discounts at a range of retailers Emotional wellbeing (Employee assistance programme provides access to 24/7 employee counselling and emotional support) Cycle to work scheme Pension scheme (employer contribution matched up to 5%)

Responsibilities:

  • Customer Support – Act as the first point of contact for our customers, responding to support requests with empathy and efficiency.

  • Issue Logging & Prioritisation – Categorise and escalate issues as needed, ensuring high-priority queries are actioned swiftly.

  • Technical Investigation – Help diagnose and troubleshoot technical problems with guidance from senior team members.

  • Product Knowledge – Build a strong understanding of Aveni’s products to support users effectively.

  • Collaboration – Work with engineering, product, and customer teams to improve our service and customer experience. Feedback & Documentation – Relay customer feedback to internal teams and contribute to support documentation, FAQs, and internal guides

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Customer Success Manager

Aveni AI provides an AI platform for financial services, automating compliance, QA, and client management with tools like Aveni Detect and Aveni Assist.

salesremote
£40,000 - £50,000
full-time

Benefits:

  • A collaborative and innovative work environment with awesome career growth opportunities

  • 34 days holiday plus your birthday off (inclusive of bank holidays)

  • Share options – we believe in shared success

  • Skills development – continuous learning is at our core, expect the development to be front and centre of everything you do

  • Remote and flexible working – remote, co-working spaces, or a mix of both Life insurance, income protection and private health care Freebies and discounts at a range of retailers Emotional wellbeing (Employee assistance programme provides access to 24/7 employee counselling and emotional support) Cycle to work scheme Pension scheme (employer contribution matched up to 5%)

Responsibilities:

  • Customer Success Management – Build strong relationships with clients, proactively addressing their needs and ensuring satisfaction.

  • Client Relationship Management – Engage with key stakeholders to align strategies and drive value.

  • Business Growth – Identify opportunities for upselling, cross-selling, and revenue expansion.

  • Value Delivery – Provide product training and insights to help clients achieve their goals.

  • Performance Tracking & Reporting – Monitor key client metrics, satisfaction, and retention trends.

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IT & Info Sec Manager

Aveni AI provides an AI platform for financial services, automating compliance, QA, and client management with tools like Aveni Detect and Aveni Assist.

engineeringonsiteEdinburgh, GBfull-time

Benefits:

  • A collaborative and innovative work environment with awesome career growth opportunities

  • 34 days holiday plus your birthday off (inclusive of bank holidays)

  • Share options – we believe in shared success

  • Skills development – continuous learning is at our core, expect the development to be front and centre of everything you do

  • Remote and flexible working– remote, co-working spaces, or a mix of both Life insurance, income protection and private health care Freebies and discounts at a range of retailers Emotional wellbeing (Employee assistance programme provides access to 24/7 employee counselling and emotional support) Cycle to work scheme Pension scheme (employer contribution matched up to 5%)

Experience Requirements:

  • 5 years +

Responsibilities:

  • IT & Cloud Security Governance – Managing security across Google Workspace, Microsoft 365, and SaaS platforms.

  • Risk & Compliance Leadership – Ensuring alignment with ISO 27001, Cyber Essentials, and CIS 18.

  • AI & Data Security – Driving best practices for AI-first security and compliance.

  • Business-Focused Security Strategy – Supporting sales, contracts, and client security due diligence.

  • Incident Response & Risk Management – Leading security response planning and mitigation strategies. Collaboration & Stakeholder Engagement – Partnering with engineering, product, and leadership teams to drive security initiatives.

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