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BRI Wealth cuts report times by 75% with Aveni AI

FinTech Global · 11/04 10:43 UTC

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

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