Recordsure announced a collaboration with Iress to give Xplan users AI tools for monitoring, reviewing and evidencing client advice in wealth management.
The FCA’s motor insurance claims review shows why firms need data and MI to evidence valuation decisions, communications and customer outcomes.
Recordsure extended its intelliflo collaboration to Australia, making Document Intelligence available to Australian advice firms through the intelliflo store.
The FCA’s 2024/25 Business Plan keeps its focus on consumer harm, data-led supervision and technology-supported oversight under Consumer Duty.
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.
Recordsure secured US and European patents for the store and forward technology behind Capture, supporting secure recordings even when the app is used offline.
Recordsure and intelliflo have partnered on an integration that brings AI-driven speech and document analytics into intelliflo office, helping wealth management firms monitor, review and evidence client advice more efficiently.
Why Generative AI is not yet fit for applications that demand certainty: Recordsure’s CTO Kit Ruparel compares Gen-AI with traditional machine learning for reliably finding facts in enterprise documents and…
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…
