AI Tool · Compliance & conduct · Real-time

The Trust Advantage: Building Advisor Credibility in the Age of AI

An assistant that listens to live client conversations, surfaces suitable replies and flags potential conduct or mis-selling risk in the moment — so advisers can self-correct and defend every recommendation.

Launching soon

Listens

To live conversations

Flags

Mis-selling risk, live

Suggests

Compliant phrasing

Live “Listening” panel that flags risky phrasing and suggests a compliant rewrite in real time (see examples below).

Prompts and risk indicators support — not replace — professional judgement, supervisory review and your organisation’s compliance processes. All use is subject to organisational controls and human review.

A second set of ears on every conversation

Self-correct in the moment. Defend every recommendation.
As a conversation unfolds, the assistant recognises where a statement could stray into unsuitable territory and offers a clearer, compliant way to say it.

How it works

Four beats, all in real time

Listens

Follows the live client conversation

Flags risk

Recognises possible mis-selling or conduct risk

Suggests

Surfaces a suitable, compliant way to phrase it

You self-correct

The adviser adjusts, keeping the recommendation sound

Governance

Support for judgement, not a replacement for it

The assistant is a safety net, not a decision-maker. Advisers, supervisors and compliance teams stay in control: prompts are suggestions, risk indicators support review rather than conclude it, and everything operates within your organisation’s own controls and oversight.

An industry-focused capability builder helping insurance professionals and organisations learn, practise and apply AI responsibly.