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Attivo Deploys Recordsure’s AI Technology to Evidence Its Ongoing Advice Compliance and Cut File Review Costs
Attivo, a forward-thinking and rapidly growing independent financial advice firm, has implemented Recordsure’s predictive AI technology to enhance its ongoing advice compliance, ensure consistent and compliant service delivery, and reduce the cost of file reviews.
Attivo utilises Recordsure AI to analyse its data and flag potentially non-compliant cases for human review. With instant access to essential data and insights, Attivo can effectively focus 100% of its skilled people’s time on determining suitability of high-risk cases, instead of reviewing all documents cover to cover.
Recordsure combines AI technology with the regulatory expertise of its sister company, TCC. TCC’s team of expert compliance practitioners have worked with Attivo to refine compliance practices and ensure that the AI solution is aligned to unlock value.
Impressive early results include first-time unclear suitability ratings reduced to less than 10% and improved customer outcomes. Within the first six months, Attivo achieved a 40% reduction in cost per case review (on average) and completed over 1,000 file reviews with an average turnaround time of only two days.
Jo French, CEO at Attivo said: “Attivo selected Recordsure AI to take care of the heavy lifting of our ongoing advice file checking. We have confidence that 100% of our files have been checked, ensuring quality of outcome and compliance. With Recordsure’s predictive AI solutions, we’ve been able to unlock cost savings and introduce process efficiencies across the client advice journey.”
TCC and Recordsure’s CEO, Joe Norburn, comments: “We’re excited to collaborate with Attivo and support the firm’s proactive approach to ongoing advice compliance. The unique combination of Recordsure’s AI technology and TCC’s compliance expertise has delivered measurable, high-impact results for Attivo, demonstrating the real value our AI brings to financial advice firms.”
By implementing Recordsure AI, Attivo has the tools to meet its ongoing advice compliance requirements with greater speed, accuracy, and cost-effectiveness – setting a new standard in intelligent, scalable compliance.
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Attivo Deploys Recordsure’s AI Technology to Evidence Its Ongoing Advice Compliance and Cut File Review Costs
Attivo, a forward-thinking and rapidly growing independent financial advice firm, has implemented Recordsure’s predictive AI technology to enhance its ongoing advice compliance, ensure consistent and compliant service delivery, and reduce the cost of file reviews.
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