Number of Seats/Users: Aveni Assist offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Aveni Assist that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Aveni Assist. Aveni Assist reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Aveni Assist offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Aveni Assist. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Aveni Assist often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Hey there! At Spendbase, we’ve been diving into our internal data to see how Aveni Assist is making waves among our clients. Here’s what we’ve found:

Time Savings and Efficiency

Our clients are experiencing significant reductions in administrative tasks. For instance, one client noted that meeting admin time dropped from one to two hours down to around 45 minutes per financial planner per meeting. This efficiency allows advisors to focus more on advice, fact-finding, and client engagement instead of admin.

Accuracy and Compliance

The accuracy of Aveni Assist’s note-taking is impressive. One client mentioned that the note-taking is 90-95% a fair summary of the conversation, requiring only about 5 minutes of editing to be comprehensive and compliant. This not only saves time but also ensures that records are accurate and meet compliance standards.

Client Engagement

By automating administrative tasks, advisors can spend more quality time with clients. One client shared that they can sit back, have a chat, really get to know the customer, and go through that life plan, all while feeling safe in the knowledge that Aveni is behind the scenes, putting together an accurate transcript and summary.

Integration and Ease of Use

Setting up Aveni Assist is straightforward. A client highlighted that setting it up and linking it to Outlook (and therefore meetings you want to add it to) is very easy, taking about 10 minutes. This ease of integration ensures that advisors can quickly incorporate the tool into their workflow without significant downtime.

Overall Satisfaction

The feedback has been overwhelmingly positive. Clients appreciate the time savings, accuracy, and enhanced client interactions facilitated by Aveni Assist. The tool’s ability to handle both digital and in-person client interactions seamlessly has been a game-changer for many.

In summary, our internal data indicates that Aveni Assist is a valuable asset for financial advisors, streamlining administrative tasks, ensuring compliance, and enhancing client relationships.