Recordsure partners with intelliflo to support digitalised transformation of wealth management sector

Recordsure, a unique 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, this innovative 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.

Recordsure’s ReviewAI suite is an exciting, 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, ReviewAI incorporates a suite of speech and document analytics tools that provide AI-driven RegTech solutions for suitability and assurance reviews.

Recordsure’s unique combination of smart people and revolutionary tech helps financial service firms transform their review processes. ReviewAI’s impressive 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.

intelliflo’s Nick Eatock, CEO, comments 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.

Recordsure’s Joe Norburn, CEO, said:

ReviewAI 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.

Recordsure seamlessly integrates with intelliflo office, passing service cases at the pre or post-sale stage to Recordsure’s dedicated ReviewAI system. ReviewAI enables automation and efficiency for file review teams and collates QA evidential records that are then processed back into intelliflo office.

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