Recordsure Review AI

Recordsure AI offers a suite of speech and document analytics tools designed to address the key needs of advice firms: compliance transparency, risk management at scale, accuracy in evidencing, and efficient review processes.

Recordsure truly understands wealth management and advice

Recordsure blends tried-and-tested machine learning technologies, generative AI and SME-in-the-loop workflows into a single product, delivering cost savings whilst also reducing compliance risk.

• Record and accurately summarise every client meeting
• Accelerate CRM population and document creation
• Digitalise QA and file review workflows
• Score every advice journey automatically
• Expedite suitability reviews with trustworthy AI findings
• Evidence every review with comprehensive checklists, document and audio markup
• Drive business improvement using in-depth MI

Benefits: Grow your business with lower compliance costs

Recordsure works closely with practitioners to ensure that Recordsure AI technology truly addresses clients’ needs.

50% cost savings

• Reduce the cost and time spent on robust compliance
• Introduce efficiencies and quality improvements across the front and back offices
• Drive business transformation and digitalisation cost-effectively and with confidence

35% more selling time

• Get more selling time and more time to spend with your customers

Stronger compliance and evidence

• Evidence 100% client interactions and outcomes
• Examine client interactions and create irrefutable audit trails and comprehensive MI

• Lower your compliance and conduct risks

Improved quality of customer outcomes

• Complete oversight – improve your team’s performance and deliver better customer outcomes

• Unlock improvements in adviser satisfaction and customer experience

90%+ right-first-time advice suitability

• The right mix of tools and regulatory advice to increase your right-first-time advice suitability
• Evidence feedback to advisers, measurable through MI
• Leverage TCC’s regulatory expertise to design improvement plans, targeted adviser training, and regularly review performance

Responsibly and ethically designed, Recordsure’s AI technology improves customer data capture, report generation, QA and file-review workflows. Recordsure technology is superior to others on the market – it protects the customer by limiting the ability for any ultimate customer outcome or advice suitability decision to be made purely by AI – whether directly or through user intervention.

Recordsure AI is built and operated to the highest security standards, practices and technology are fully GDPR compliant and ISO 27001 certified.

Recordsure AI is trusted by tier-one financial institutions and the UK central government, and has been proven in practice with the regulator and in UK courts.

Recordsure – combining smart people with smart tech to advance the efficiency of wealth advice review process

Think of us as an extension of your team. With over 13 years of advanced technology development, research, and industry expertise behind us, you can trust us to understand the things that matter to you.

We put the power of this knowledge in the hands of your teams, so regulated businesses, including major retail banks and government departments, get to experience the benefits of working with us every day.

We understand the importance of keeping costs low without sacrificing the quality of reviews or increasing risks. So, we’re giving you a shortcut to achieving this, powered by Recordsure AI.

Our expertise becomes yours.