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Disclosures and suitability, checked on every call.

Advisers must give disclosures, check suitability and notice when a customer may be vulnerable. Assay checks each of those on every call and keeps the evidence for your compliance file.

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1,284

Checked today

7

Need a person

96%

Agreed with reviewers

Insurance and lending conversationChecking…3 checks in 140 ms
  1. 14

    Adviser

    Your home may be repossessed if you don’t keep up repayments.

    Risk disclosedRecorded automatically

  2. 15

    Customer

    Things have been hard since my husband passed.

    Possible vulnerabilitySent to your review queue

  3. 16

    Adviser

    Let’s go with the five-year fix then.

    Affordability checked firstFailed on this line

Rules insurance and lending teams start with

Written in plain English. Use them as they are, reword them, or paste in your own scorecard.

  1. Key product risks are disclosed before a recommendation.
  2. Affordability is checked before advice is given.
  3. Possible vulnerability is recognised and recorded.
  4. The customer is told how to complain.

Every conversation checked, not a sample

Reviewing by hand

2 of 100 conversations read. The other 98 are never looked at.

With Assay

100 of 100 checked. 2 failed a check, 5 went to a person, the rest were recorded.

How it works

  1. Calls, chats and emails arrive

    Imported from your helpdesk or bucket, uploaded, or sent through the API.

  2. Checked against your scorecard

    Each check is answered yes, no or not sure.

  3. Clear results are recorded

    With the line in the transcript that decided them.

  4. Uncertain ones go to a person

    They land in your review queue.

Other teams using Assay

Customer supportSalesCollectionsRecruitmentAI agents

Try it on your own calls

Tell us about your team. We’ll reply within two working days to set up a trial with 50 of your transcripts and your current scorecard.

  • No card or contract for the trial
  • Your conversations are never used to train models
  • We go through the results with you