昆特财务规划与Aveni合作,推出会议摘要的AI工具. Quilter Financial Planning partners with Aveni to launch AI tool for meeting summaries.

通过与金融科技公司Aveni合作, 在其咨询网络中推出了Aveni Assist. Quilter Financial Planning has expanded its use of AI by partnering with fintech company Aveni to launch Aveni Assist across its advice network. 工具自动记录,转录和总结客户会议, 使顾问能够更多地关注客户互动而不是管理任务. The tool automatically records, transcribes, and summarizes client meetings, allowing advisers to focus more on client interactions and less on administrative tasks. 推出是为了提高效率和客户服务的更广泛现代化努力的一部分. The rollout is part of a broader modernization effort to improve efficiency and client service.