Recordsure

Without models this would be a recording app and an archive, and supervision rules require review, not retention. Checklist classification, transcription and triage of advice journeys are all model work.

Human supervision stands between every AI finding and a review outcome: reviewers verify and correct classifications, and clients are asked to sample cases triaged out as well as in. The one published exception lets the AI conclude a share of cases in prescribed remediation projects.

Deterministic models give the same findings for the same inputs, every model is tested against expected and unexpected input variation, and drift reviews are contractual over the license term. Where AI concludes remediation cases unreviewed, its training method and human verified test results go to the regulator's appointed Skilled Person, though the results themselves stay unpublished.

A major UK retail bank moved quality assurance on about 5,000 mortgage advice conversations a month from under 5 percent of sales to full coverage, and the homepage claims 50 percent cost savings and over 90 percent right first time suitability. Every case study is titled by type, a tier one bank or a government department, and none names the client.

Composite models are built only from derived data, processed into an irreversible form from which no client or customer information can be recreated. Derived data from many clients still trains those shared models, which is the step short of a full boundary.

Each client's raw audio and documents are kept electronically separate under its own contract, with GDPR compliance stated for practices and technology alike. That audio holds clients discussing finances, health and family, yet no retention schedule, subprocessor list or deletion commitment is published.

ISO 27001 certification covers all AI system management and data handling, third party and open source software used in AI processing is vetted, and uploads use a patented, tamper proof fragmentation and encryption system. Certificate scope, a second framework and a trust center are unpublished.

The stated position is that the technology meets regulators' requirements in the UK and Australia and has been proven with the regulator and in UK courts. Those claims carry no detail a buyer could verify, and the conduct rules the reviews test against are not named.

Bias is handled in named steps: candidate models are evaluated, scarce or imbalanced data is corrected by adding data or reweighting, and an uncorrectable class is removed on the principle that no result beats a biased one. Transcription accuracy across accents, dialects and speech impairments, which shapes how advisers are scored, is not measured in public.

An audit trail described as irrefutable gives a reviewer something firm to challenge with. Generated meeting notes are the client's to verify, and the firm publishes no guarantee, indemnity or route for a scored adviser to contest a classification.

Predictive models are built in house and run deterministically, but the generative layer that writes meeting summaries runs on an unnamed provider and speech service. Hosting arrangements for that layer are not stated either.

Iress and Intelliflo, two platforms UK advice firms run on, are announced partners, and the Capture app runs on Windows and mobile with enterprise SSO. Developer documentation and any core banking, CRM or case management connection are not published.

Recordings of client advice meetings sit in an unnamed hosting environment, with no region, residency commitment or private option stated. GDPR and ISO 27001 imply European handling, but an implication is not a residency statement.

Capture, ConversationReviewAI and ReviewAI are separable, with review available as software or as a managed service with TCC, yet nothing is priced. Charge could fall per file, per conversation or per adviser, and the site never says which.

Wealth management, motor finance and collections sit among named sectors, with case studies across UK banks, an insurer and an Australian remediation review. Within financial services the work spans mortgage advice, suitability and remediation.