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AIFA 2024 Disturbance Demo – RecordSure

In their own words:

Recordsure’s established, ready-to-use AI solutions enable advice firms to:

  • Improve business efficiencies and reduce admin tasks so advisers can spend more time with clients
  • Increase oversight with less resource
  • Enhance process compliance and enable suitability reviewers to double productivity with proven AI technology
  • Solve industry-specific challenges, including Ongoing Servicing for business- as-usual and past-business reviews

Synopsis:

  • AI-Powered Compliance: Recordshow offers AI solutions to streamline compliance processes for financial advisers, including automated document analysis and review.
  • Ongoing Service Review: The platform efficiently assesses ongoing service reviews, identifying potential issues and ensuring compliance with regulations.
  • Efficiency Gains: Recordshow helps financial advisers save time and resources by automating tasks, allowing for more focus on client interactions.

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Our Analysis

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Company Info

HQ: UK

Founded: 2012

Product Displayed: Recordsure AI

Presenter: Garry Evans, CPO & COO &Kit Ruparel, CTO

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What  is AIFA?