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Always Finance News: Leveraging predictive AI to drive value from financial compliance
Predictive AI and GenAI can help financial firms close compliance gaps and evidence customer outcomes. AI should support compliance teams rather than work against them.
Attivo adopts an AI-led solution from TCC and Recordsure to enhance advice compliance
Attivo has adopted an AI-led solution from TCC and Recordsure to enhance ongoing advice compliance. The partnership strengthened oversight, reduced review costs and increased planner capacity.
Financial wellbeing needs a tailored approach: The FCA’s vision for financial services
The FCA is encouraging tailored approaches to financial wellbeing, targeted support and better evidence of customer outcomes. Firms need value measures that show how clients are better off.
Recordsure: TCC Group acquires Momenta Group
TCC Group acquired the assets and business of Momenta Group trading in the UK and Australia. The acquisition expands compliance, resourcing and technology support for regulated industries.
Recordsure technology now available in the Microsoft Azure Marketplace
Recordsure technology is now available in Microsoft Azure Marketplace. Customers can access Recordsure’s conversation and document analytics through Azure, including the first transactable Capture solution and options for customised private offers.
How advice firms should navigate the AI journey
Financial advice firms face many AI options, but it is often unclear what kind of AI is being promoted. Firms need to identify the right type for their business.
Recordsure launches free AI meeting notes
Recordsure launched a free AI meeting notes solution for clients and released open-source Microsoft Azure OpenAI code. The launch sets out the productivity case, human validation requirement and cost context for generated meeting notes.
Recordsure partners with Iress to deliver a unique AI solution for financial services businesses
Recordsure and Iress announced a collaboration that brings Recordsure Document Intelligence to Xplan users. The partnership is designed to support wealth management firms with advice monitoring, review evidence and process efficiency.
Recordsure and intelliflo expand RegTech collaboration to Australian market
Recordsure expanded its collaboration with intelliflo to Australia by adding Document Intelligence to the intelliflo store for Australian clients. The existing intelliflo office relationship gives wealth management firms access to Recordsure’s speech and document tools.
Recordsure secures new patents for ground-breaking Capture app technology
Recordsure was granted patents in the US and Europe, including the UK, for the store and forward technology at the heart of its Capture solution. The patented methods support secure, tamper-proof recordings and upload to digital storage, including offline use.
Recordsure partners with intelliflo to support digitalised transformation of wealth management sector
Recordsure and intelliflo have partnered on an integration that adds Recordsure’s Conversation Intelligence and Document Intelligence speech and document analytics to intelliflo office, helping wealth management firms monitor, review and evidence client advice more efficiently.
Recordsure retains Silver EcoVadis Medal in recognition of sustainability efforts
Recordsure received a Silver Medal from EcoVadis for the third consecutive year. The assessment recognised a 68/100 score and Advanced status in Environment, Labour and Human Rights, and Ethics.
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Major UK retail bank
Improving oversight and QA across mortgage advice
Read case study: Improving oversight and QA across mortgage advice
Major UK Tier 1 bank
Improving QA oversight and reporting across business banking conversations
Read case study: Improving QA oversight and reporting across business banking conversations
Government Department — UK
Digitalising interview recording to reduce cost and improve efficiency.
Read case study: Digitalising interview recording to reduce cost and improve efficiency.