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ReviewAI

AI-driven RegTech increases the
efficiency and effectiveness of file review teams

Designed to tackle challenges of documentation reviews and evidence throughout automated AI processes and workflows.

Uniquely designed for ongoing advice reviews and remediation programmes.

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ReviewAI removes high effort, low skilled tasks and provides a
specifically designed interface for case reviews

The combined power of our smart tech and your smart people produces enduring evidence
for each review in a dedicated evaluation pack.
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Whatever the review type,
our documents analytics can help

If you’ve got a process to comply with, we assure it.

Everyday monitoring

Use the standardisation provided by our unique AI to deliver consistency in your monitoring outcomes to ensure that similar cases always receive similar outcomes

Thematic reviews

Target specific document and content types with 100% coverage and focus on areas that might be of greater compliance risk – before they become a problem

Remediation

Use AI to sift through the weight of documentation and get straight to the cases or content in need of further investigation

Benefits

Drive consistency every time

AI models trained on sector specific language by subject matter experts to apply review frameworks more accurately than humans, ensuring consistency every time

Evidence your outcomes

With even greater pressure from the regulator to ‘show not tell’ your outcomes, our automated tools show the reasoning of your outcome and the supporting evidence

Faster reviews whilst maintaining quality

Using AI to classify documents and their content frees time up for reviewers to get on with the task of reviewing

Consistent every time

Our built-in root cause analysis tool surfaces any themes or trends amongst your reviews, enabling more targeted training and competency interventions

Document your evidence

Review

All your documents, one simple dashboard

Identify

Categorise and date every record for ease of analysis

Discover

Summarise document content across each customer case

Evidence

Add notes, bookmarks, tags and counters to records and cases

Prioritise

Automatically draw out key facts to triage cases

Document your evidence

Recordsure CaseReviewAI auto-find document dates file type highlight screen 2

Review

Review is a powerful tool that allows users to navigate complex case documentation quickly and efficiently. It provides a single, consistent view, smarter searching, and realtime integration with CRM, Workflow, BPMS, DPA or Practice Management applications.

  • Zone in on key files, groups or areas, and highlight critical documents significant to the review
  • Take in most electronic file formats, no matter how numerous and complex, remove duplicates, and exclude any unwanted files or malware
  • Break down data easily with smart search features and options to integrate directly with other IT systems
Recordsure CaseReviewAI auto-find document dates file type highlight screen

Identify

AI can classify records faster and more accurately than humans, allowing reviewers to quickly select only the key records of interest by their classifications and date.

  • Identify all the date classifications within case files using smart technology that is as accurate as a human reviewer – but much quicker
  • All records are in a single, filterable and interactive timeline to easily visualise the sequence of historic events
  • Zone in on key files, groups or areas, and highlights critical documents significant to the review
Recordsure CaseReviewAI summary menu highlight screen

Discover

AI ‘summarisation’ searches for all relevant content and presents a unified ‘case summary’ organised by review theme.

  • Avoid the need to read a full file by skipping to ‘screenshots’ of the key sections you are looking for
  • Avoid the need to review files document by document but work through a thematic checklist thematically across multiple files
  • Key content is elevated using advanced filters such as date ranges, types of advice or any other form of metadata specified for the review
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Evidence

Evidence tool allows reviewers to annotate and bookmark their findings, creating an authoritative record of review findings for easy import and retention in archival systems.

  • Update evidence during reviews with counters and metadata added automatically in realtime
  • Quickly visualise which parts of a review have already been conducted and which parts are still outstanding
  • Leave a trail of evidence with links back to key findings to support outcomes and speed up process if the review itself needs to be reviewed
Recordsure CaseReviewAI customer information case review screen

Prioritise

Prioritise integrates in realtime to BPMS, DPA and other Workflow systems to ensure data is available as soon as each case is ingested.

  • Automatically pull out key pieces of rich data from larger pieces of content
  • Data can be extracted from highly variable document types as well as unstructured content
  • Faster and more accurate than a human reviewer

We do things differently

Our products speak your language
Our specialists do the in-depth work, so you don’t have to
Our smart tech complements your smart people
Our RegTech is rooted in best-in-class compliance

Book a demo

We do things differently

  • Our products speak your language 
  • Our specialists do the in-depth work, so you don’t have to 
  • Our smart tech complements your smart people 
  • Our RegTech is rooted in best-in-class compliance
Book a demo

Resources

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

Resources

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

Cut through the noise

Our expertise reaches beyond document reviews. 

Our AI-powered post-conversation assessments is designed to improve efficiency and effectiveness of review teams.

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LEADING AI REGTECH
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Review AI

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Recordsure is a trading name of Record Sure Limited, which is a company registered in England and Wales. Registered number: 08279232. Registered office: 10 Lower Thames Street, London, EC3R 6EN