Financial advice firms need accurate evidence of client conversations, service reviews and case documentation. Recordsure technology helps teams review customer timelines, identify gaps and focus human oversight where it is…
Recordsure launched free AI meeting notes for clients and released open-source Microsoft Azure OpenAI code for firms exploring generated meeting summaries.
Kit Ruparel explains the cost, limits and responsible use of GPT-based meeting summaries, and why human verification and predictive AI remain essential for regulated decisions.
The FCA’s Consumer Duty commentary underlines the need for evidence-led oversight, better management information and clearer visibility across customer communications and support.
The FCA’s motor finance work shows why firms need accurate records of customer conversations, clear complaint evidence and oversight that can withstand scrutiny.
Guest author Noah Giansiracusa of Bentley University explains how algorithmic bias enters retail finance through training data, why it spreads from model to model, and why using AI to inform…
After an FCA review, almost 400 later life mortgage promotions were taken down or amended over ‘misrepresentative content’. What the findings mean for vulnerable borrowers, and how AI-powered document analytics…
A major UK Tier 1 Bank used Conversation Intelligence to centralise QA for Business Banking conversations, reduce observation travel and feed recordings into quality reporting.
A ‘Big 4’ Australian consultancy used Document Intelligence to help review 64,000 remediation cases, classify 45 million documents and produce regulator-ready evidence within a year.
A large UK Tier 1 Bank used Conversation Intelligence to capture advice conversations, support QA reviews and provide evidence for suitability reports and remediation checks.
