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Recordsure white logo with blue favicon ConversationReviewAI
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Recordsure AI

AI to grow your business
with lower compliance costs

Proven AI in wealth management

> Integrate AI without introducing conduct risk

> Improve and evidence customer outcomes

> Increase right-first-time suitability

Shaped by TCC compliance experts

TCC plus Recordsure logo in white
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Recordsure AI
Brings together tried-and-tested machine learning technologies, generative AI and SME-in-the-loop workflows.
TCC + Recordure
Recordsure AI is built and operated in partnership with our compliance partner TCC to address the needs of financial services clients and the regulator.
Industry and regulator trusted
AI precision.
Human judgement.
Stronger compliance.

Proven AI in wealth management

> Integrate AI without introducing conduct risk

> Improve and evidence customer outcomes

> Increase right-first-time suitability

Shaped by TCC compliance experts

TCC plus Recordsure logo in white
Book a meeting

Recordsure AI

Brings together tried-and-tested machine learning technologies, generative AI and SME-in-the-loop workflows.

 

TCC + Recordsure

Recordsure AI is built and operated in partnership with our compliance partner TCC to address the needs of financial services clients and the regulator.

Industry and regulator trusted

AI precision.

Human judgement.

Stronger compliance.

Recordsure AI

Brings together tried-and-tested machine learning technologies, generative AI and SME-in-the-loop workflows.

 

TCC + Recordsure

Recordsure AI is built and operated in partnership with our compliance partner TCC to address the needs of financial services clients and the regulator.

Industry and regulator trusted

AI precision.

Human judgement.

Stronger compliance.


Recordsure 50% cost savings

50% cost savings

Recodsure 90%+ right-first-time suitability

90%+ right-first-time suitability

Recordsure 35% more selling time

35% more selling time

TCC + Recordsure logos

Recordsure AI is built and operated in partnership with TCC compliance experts.

We work closely with the practitioners to ensure that our technology truly addresses the needs of financial services clients and the regulator.

The unique combination of TCC’s 20+ years of expertise in compliance and Recordsure’s AI capabilities enables us to deliver your advice reviews better and more efficiently than ever before.

AI precision. 

Human judgement. 

Stronger compliance.

  • Gold-standard suitability reviews
  • Reduced first-time unclear ratings to less than 10%
  • 48-hour turnaround times
  • Irrefutable audit trails and compliance evidence

Grow your business
with lower costs

  • Get more selling time and more time to spend with your customers
  • Reduce the cost and time spent on robust compliance
  • Introduce efficiencies and quality improvements across the front and back offices
  • Lower your compliance and conduct risks
  • Drive business transformation and digitalisation cost-effectively and with confidence
  • Unlock improvements in adviser satisfaction, customer experience and outcomes
  • Evidence all client interactions and outcomes 
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Integrate AI without introducing conduct risk

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

Built and operated to the highest security standards, our practices and technology are fully GDPR compliant and ISO 27001 certified. Recordsure AI is trusted by tier-one financial institutions and UK central government, proven in practice with the regulator and in UK courts.

Improve and evidence your customer outcomes

Our technology provides the right tool to examine your client interactions and create irrefutable audit trails and comprehensive MI. Having complete oversight means that you can improve your team’s performance, ensure compliance and deliver better customer outcomes.

Increase right-first-time suitability

Recordsure AI give you the right tools to provide evidence feedback to advisers, which is also measurable through the MI. Leveraging the expertise of TCC,  you can design improvement plans and targeted adviser training and regularly review performance. Providing you with the right mix of tools and regulatory advice to increase your right-first-time suitability. 

Recordsure AI truly understands advice

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

  • Record and accurately summarise every client meeting

  • Accelerate CRM population and document creation

  • Digitalise your 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

Ready to get started?

Book a meeting to learn more.

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Resources

We help our clients deliver more effective and efficient reviews. Here’s how: