Speech and Document Analytics for financial organisations and regulation-driven industries
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Banking Case Studies and Customer Success Stories with RecordSure
Large UK Tier 1 Bank
- Banking
- Very Large
London, UK
Recordsure's ConversationReviewAI helped a large UK Tier 1 bank improve compliance oversight for client-advisor conversations. The bank used the Capture... App and AI-driven speech analytics to review face-to-face and remote meetings without live observation. This led to a 15-20% time saving per advice event and more robust suitability reports. QA teams increased coverage and productivity, while advisers improved report writing and complaint defense. The solution enabled review of about 11,000 conversations per year by 227 users.
Major UK retail and commercial bank
- Banking
- Very Large
London, UK
Recordsure's ConversationReviewAI suite helped a major UK bank achieve 100% QA oversight of mortgage conversations. The bank previously reviewed less... than 5% of sales. With the new system, they now record and analyze about 5,000 conversations each month. QA review time dropped by over 50%. The bank improved advice standards and reduced complaints. They also cut QA and compliance costs.
Recordsure's ConversationReviewAI helped a major UK Tier 1 bank centralise quality assurance for business banking. The bank used Capture and... Classify modules to securely record and review 6,500 client-advisor conversations per year. Central QA teams accessed all recordings via a secure portal, reducing the need for in-person supervision. The solution led to cost savings, improved advice standards, and fewer complaints. Review process efficiencies offset the increased volume of cases for QA.
A UK consultancy firm
- Management Consulting
- Medium
London, UK
Recordsure's ReviewAI helped a UK consultancy firm improve file review efficiency by over 50%. The firm wanted to scale wealth... advice reviews without raising costs or lowering quality. ReviewAI automated workflows and used AI to handle low-skill tasks, freeing up skilled staff. The solution also provided trend analysis and BI/MI tools for deeper insights. The consultancy now completes 1,500–2,000 file reviews per year with higher consistency and job satisfaction.
A 'big 4' Australian consultancy
- Management Consulting
- Very Large
Australia
Recordsure's ReviewAI helped a 'big 4' Australian consultancy review 64,000 cases for a major remediation project. The firm ingested 45... million documents, processing up to 200,000 per day. ReviewAI automated classification, dating, and analysis, reducing average handling time by 50%. The solution achieved a 95% classification success rate and ignored 95% of irrelevant documents. ReviewAI integrated with workflow tools and provided robust evidence packs for regulatory compliance.
Insurance Case Studies and Customer Success Stories with RecordSure
National Roadside Assistance and General Insurance Provider
- Insurance
- Large
UK
Recordsure's Capture app helped a national roadside assistance and insurance provider oversee 110 field sales agents across the UK. The app enabled... secure, high-quality recordings of 1,700 sales conversations per month in busy public spaces. Central sales management gained digital access to conversation data, improving transparency and sales process tracking. Manual documentation was replaced with digital forms, speeding up data capture and compliance. Over 51,000 conversations were securely logged, supporting better product matching and regulatory evidence.
UK Government Department
- Government Administration
- Very Large
London, UK
Recordsure's ConversationReviewAI helped a UK government department move from tape and paper-based interview recordings to a secure digital system. The department now... records over 5,000 interviews monthly using the Capture app, storing high-quality audio and digital forms together. This change saved £125k per year and cut average interview time by 4.4 hours per case. Data gathering and analysis became three times faster, reducing turnaround from 22 days to under 7 days. The solution also reduced travel costs and made case files easy to access and search.