Recordsure for regulated businesses
Trusted, actionable intelligence for well-informed decisions
Recordsure turns the evidence contained in customer conversations, documents and case files into structured, usable intelligence. Frontline teams can prepare and follow up more effectively, operations teams can progress work with fewer gaps, compliance teams can reach the evidence behind each finding and leaders can see the themes affecting capacity, quality, customer outcomes and risk.
8
regulated sectors supported
100%
of findings traceable to source evidence
2
complementary AI products
Oversight
Human oversight at the centre of every decision
Why regulated industries trust Recordsure
Built for organisations where evidence matters
Recordsure supports evidence-intensive work across Wealth and Advice, Banking, Pensions, Lending and Credit, Insurance, Payments and FinTech, Utilities and Government.
Important decisions often depend on information spread across customer conversations, documents, systems and case records. Finding the right evidence can be time-consuming. Missing information can create delays. Assurance activity can be difficult to scale.
Recordsure helps organisations bring together the evidence behind customer journeys and operational processes, making it easier to understand what happened, identify potential gaps and support consistent human decision-making.
Understand what happened
Create accessible records of conversations, documents and case activity.
Identify what needs attention
Surface missing evidence, process gaps and exceptions earlier.
Keep findings connected to evidence
Move from a finding or summary directly to the supporting recording, transcript or document.
Trusted by
Common challenges
Questions regulated businesses need answered
Every organisation has different priorities, but the underlying questions are often similar.
What happened?
Understand customer interactions, case activity and supporting evidence without reconstructing events manually.
What information might be missing?
Identify potential evidence gaps, missing documentation and incomplete processes earlier.
Which cases need expert attention?
Help reviewers focus on the work that requires judgement rather than spending time locating information.
What is driving customer, quality or operational issues?
Understand recurring patterns and emerging themes across teams, products, services and customer journeys.
Sectors we serve
When important customer decisions must be efficient, explainable and defensible.
The sectors we serve each have different processes, requirements and customer journeys. Recordsure adapts to the interactions, evidence, workflows and controls that matter most to each environment.
Wealth and Advice
Suitability, oversight, client understanding
Capture client conversations, reduce meeting administration, strengthen suitability evidence and support more consistent quality assurance across advice and ongoing-service activities.
Banking
Interaction oversight, review efficiency, customer outcomes
Connect customer conversations, operational activity and assurance processes to create a clearer view of service quality, process adherence and emerging risks.
Pensions
Evidence across pension journeys and servicing
Bring together conversations, correspondence and supporting records to support pension administration, advice, reviews and customer service processes with greater consistency.
Government
Complex interactions, case records, investigation support
Capture interviews and case interactions, organise evidence and help operational, investigation and assurance teams find relevant information faster.
Recordsure platform
Intelligence built around the evidence that matters
Recordsure technology platform helps regulated firms turn customer interactions, documents, cases and process workflows into structured data and intelligence.
Technology
From raw data to trusted intelligence
Capture, structure, connect and use information across the customer journey without losing sight of its source.
- Conversation IntelligenceCapture and understand customer meetings and calls, with every insight connected to the interaction evidence behind it.
- Document IntelligenceTurn documents, emails and case files into structured, searchable evidence and actionable intelligence.
- Workflow automationMove evidence, checks and actions through repeatable workflows that reduce administration and improve consistency.
- Reporting & Analytics (MI)Transform structured interaction and case data into meaningful oversight, trends and management information.
- API & IntegrationsConnect Recordsure intelligence with the CRM, workflow, reporting and business systems your teams already use.
Apply the technology to regulated work
Start with the product that addresses your immediate priority and connect both when you need a more complete view.
Conversation IntelligenceUnderstand what was said
Capture customer meetings and calls, create transcripts and structured notes, organise interactions into themes and support evidence-based oversight.
Document IntelligenceUnderstand what the case contains
Organise documents, emails and case files, identify evidence, assess completeness and support more consistent review activities.
- Use them together
A more complete oversight
Create a more complete view of what was discussed, what was documented and how evidence supports customer or operational decisions.
Business outcomes
Outcomes that matter across regulated organisations
While each sector faces different challenges, the outcomes organisations seek are often remarkably similar.
Improve customer experiences and outcomes
Better visibility of customer needs, interactions and support. Give frontline and oversight teams a clearer picture of what happened and what may need attention.
Create capacity for profitable growth
Reduce manual searching, rework and review effort across operations. Release capacity across customer-facing, operations and assurance teams.
Improve operational efficiency
Improve case readiness, workflow progression and review consistency. Reduce avoidable rework and delays across operations.
Strengthen assurance and reduce risk
Apply more consistent oversight and focus expert review on exceptions and judgement calls. Keep every finding connected to the underlying evidence.
Case studies
Customer success stories
See how regulated organisations use Recordsure to improve quality, increase operational efficiency and strengthen assurance.
Business banking
Scaling a major remediation review with technology
A 'Big 4' Australian consultancy used Document Intelligence to help review 64,000 remediation cases, classify 45 million documents and produce regulator-ready evidence within a year.
Wealth and Advice
Scale up file review provisions without increasing costs
A UK consultancy used Document Intelligence to increase wealth advice file review capacity, improve thematic trend analysis and avoid a linear increase in review costs.
Retail banking
Improving oversight and quality assurance across mortgage advice conversations
How a major UK retail bank moved from reviewing fewer than 5% of mortgage sales to 100% coverage — cutting QA review time in half.
Resources
Documents and guides
Supporting information for this page.
Centralised oversight of sales conversations for insurance provider – National Roadside Assistance and General Insurance Provider
Get started
Explore how Recordsure can support your sector
Whether your priority is customer outcomes, quality assurance, operational efficiency or evidence management, Recordsure can help you identify a practical starting point and measurable business value.
FAQs
Frequently asked questions
Recordsure supports regulated and evidence-intensive organisations across financial services and government, including wealth management, banking, pensions and public-sector environments.
No. Recordsure provides information, findings and supporting evidence to authorised users. Organisations retain responsibility for material decisions, outcomes and governance.
Conversation Intelligence focuses on customer interactions and conversations. Document Intelligence focuses on documents, emails and case evidence. They can be used independently or together.
Yes. Recordsure is designed to connect findings, summaries and outputs back to relevant recordings, transcripts and source documents, subject to permissions.
Recordsure supports configurable integrations, data feeds and APIs across customer, document, workflow and reporting environments.
Knowledge centre
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