Attivo Slashes Costs and Speeds Compliance with Recordsure's AI
Attivo, an independent financial advice firm, has seen significant improvements in efficiency and compliance after implementing Recordsure's predictive AI technology. Within six months, Attivo achieved a 40% reduction in cost per case review and an average turnaround time of just two days for over 1,000 file reviews.
Attivo uses Recordsure AI to analyze data and flag potentially non-compliant cases for human review. This allows skilled staff to focus on high-risk cases, ensuring that 100% of files are checked. The collaboration between Attivo and Recordsure has led to early results including a reduction in unclear suitability ratings to less than 10% and improved customer outcomes.
Recordsure combines AI with regulatory expertise from its sister company, TCC, to refine compliance practices and align AI solutions with value. Joe Norburn, CEO of TCC and Recordsure, expressed excitement about supporting Attivo's proactive approach to compliance.
Attivo's use of Recordsure AI has resulted in substantial cost savings and improved compliance. The partnership between Attivo and Recordsure, facilitated by Joe Norburn, has shown promising early results and is expected to continue enhancing compliance practices in the financial advice sector.
