FinTech
Wealth and Asset Management
BRI Wealth cuts report times by 75% with Aveni AI
BRI Wealth Management has reached close to full active usage of Aveni Assist among its advice, paraplanning and administration staff, with suitability report turnaround falling by 75% since the AI tool was introduced. Assist now covers the journey from the initial client meeting to the finished suitability report. BRI first…
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