Summary
What this article covers in 30 seconds
- Recordsure and intelliflo have partnered on an integration, available via an app in the intelliflo store, to accelerate digital transformation in wealth management.
- Recordsure’s Conversation Intelligence and Document Intelligence bring speech and document analytics for suitability and assurance reviews into intelliflo office.
- Firms can complete reviews twice as fast, highlight high-risk cases instead of relying on random sampling, and use MI to identify thematic trends.
- Service cases pass to Recordsure at the pre- or post-sale stage, and QA evidential records are processed back into intelliflo office.
Recordsure, an AI RegTech provider, and intelliflo, a global leader in financial advice technology, have partnered on an integration to accelerate the digitalised transformation of the wealth management sector. Available via an app in the intelliflo store, the solution aims to enhance advice review efficiencies and fair outcomes for clients.
Currently supporting over 30,000 financial professionals worldwide, intelliflo widens access to financial advice through its market-leading technology. With its open software architecture and unmatched industry experience, intelliflo’s ambition is to simplify a complex digital landscape, enabling firms to thrive and grow.
This collaboration introduces smarter, faster and resource-efficient tools for wealth management firms to monitor, review and evidence client advice.
An integrated addition to intelliflo office
Recordsure’s Conversation Intelligence and Document Intelligence suite is an integrated addition to intelliflo office – a tailor-made solution for financial advisers that serves as a comprehensive and flexible business management resource.
Designed to streamline business processes, improve efficiency and save time, the suite incorporates speech and document analytics tools that provide AI-driven RegTech solutions for suitability and assurance reviews.
Recordsure’s combination of smart people and technology helps financial services firms transform their review processes. The suite’s features empower financial professionals to complete reviews twice as fast, remove reliance on random sampling by highlighting high-risk cases, and give access to data-powered Management Information (MI) to identify thematic trends.
Recordsure integrates with intelliflo office, passing service cases at the pre- or post-sale stage to Recordsure’s dedicated review system. The suite enables automation and efficiency for file review teams and collates QA evidential records that are then processed back into intelliflo office.
Comments from intelliflo and Recordsure
Nick Eatock, CEO of intelliflo, commented on the new addition to intelliflo office:
intelliflo’s integrated partnership with Recordsure supports our commitment to providing our customers with access to the right technology – with the aim to help firms achieve growth, evolve, and, most importantly, offer clients a more consistent and efficient experience.
Joe Norburn, Group CEO of Recordsure & TCC Group, said: “Document Intelligence offers a more efficient, effective, and consistent approach to advice reviews. Our solutions provide access to unique data, insights, and trends – and give intelliflo office’s customers the confidence to take data-driven actions to improve their client service and experience.”
Frequently asked questions
Available via an app in the intelliflo store, it passes service cases from intelliflo office to Recordsure at the pre- or post-sale stage and processes the QA evidential records collated for file review teams back into intelliflo office.
Firms can complete reviews twice as fast, remove reliance on random sampling by highlighting high-risk cases, and use data-powered Management Information to identify thematic trends.