Recordsure
Recordsure applies speech and document analytics to the conduct oversight problem in retail financial advice, capturing face to face and remote client conversations through its…
Overview
Recordsure applies speech and document analytics to the conduct oversight problem in retail financial advice, capturing face to face and remote client conversations through its own recording app, transcribing and classifying them, and surfacing the files and moments a compliance reviewer should look at. Its case review product ingests documents and transcripts from adviser practice management systems and works through suitability and ongoing service checks at scale. The models are deliberately predictive rather than generative, and the platform is built so that no ultimate customer outcome or suitability decision can be made by the machine. Buyers are tier one banks, wealth managers and government bodies in the United Kingdom and Australia.
Details
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