Regulators expect full visibility. You have a sample.
Regulators now expect firms to monitor interactions, spot poor outcomes and act. UK Consumer Duty wants evidence of good outcomes, not intent. Manual monitoring can't keep up at volume.
Financial Services
Evidence Every Customer Outcome, on Every Call.
Most firms manually review one or two calls per agent per month. Your regulator expects you to know what happened on all of them, SystemsX analyses 100% of your customer interactions, automatically.
Retail banking
Wealth management
Mortgage brokers & lenders
Accountancy & business financial services
Debt collection
Claims management
Every unreviewed call is compliance exposure.
One non-compliant call, disclosure, data handling, fair treatment, can mean regulatory action or penalty. Review a fraction, and the exposure sits in the calls nobody hears.
Fraud and scam calls leave no margin for error.
Customers reporting fraud are distressed and the protocols precise; a missed step is serious. Every one needs consistent handling and an audit trail. Most are never reviewed.
Vulnerable customers are easiest to miss.
Regulators expect firms to identify vulnerability, distress, bereavement, illness, age, and evidence the response. Yet these are the calls hardest to find through sampling.
Mis-selling risk builds in the calls no one hears.
Mis-selling shares one root cause: suitability not established, terms not disclosed, pressure applied. Stopping the next means every sale meets the standard, not just the ones reviewed.
Consistency at scale is an unsolved problem.
Across large teams the gap between top and bottom quartile is wide. One unclear explanation in a wealth or mortgage call compounds, and in collections you can't see how agents cope.
How SystemsX helps
Oversight you can evidence. Answers you can trust.
Four products that are complete on their own and stronger together, measuring, understanding, informing and acting on every customer conversation your firm has.
When a regulator asks how you know customers are treated fairly, the answer is data, not assumption.
Sense scores every interaction against criteria you define, disclosure, script adherence, vulnerability, data handling, using QA, Compliance, Empathy and Behaviour in one CXS. Rules are set per business, because a retail bank's obligations aren't a debt collector's.
- Disclosure and script adherence scored on every call, not a sample
- Vulnerability signals flagged automatically for review
- Compliance rules configured to your business, not a generic template
- Documented, reportable evidence for every interaction
The circumstances, concerns and signals customers state on calls, captured instead of lost.
Every conversation holds circumstances, concerns and signals that rarely survive the call. Intelligence captures and structures it over time, supporting informed follow-up, earlier recognition of vulnerability, and CRM records that strengthen compliance documentation.
- Stated circumstances and concerns captured automatically
- Vulnerability and risk signals recognised earlier
- CRM records enriched with structured, usable insight
- Customer journey context to support compliance documentation
When rates, products or policies change, update once, every agent has it immediately.
Products, rates and rules change. Knowledge holds your approved information in governed Main, Storage and External libraries, so every agent works from one source of truth, surfaced inside Salesforce, HubSpot, Zoho and Pipedrive.
- One update, instantly live for every agent and channel
- Structured guidance for complex products like mortgages and investments
- Governed Main, Storage and External libraries, private to your business
- Integrates with Salesforce, HubSpot, Zoho, Pipedrive and more
Automated conversations carry the same compliance obligations as human ones, so they get the same monitoring.
AI Agents handle enquiries, eligibility checks, scheduling and routine queries across every channel, freeing people for sensitive work. Each is configured to stay within compliance-approved boundaries, and every interaction is scored by Sense exactly like a human one.
- Routine enquiries, qualification and scheduling handled at scale
- Guardrails keep every automated conversation within approved boundaries
- Every AI Agent interaction scored by Sense, same as a human call
- Human agents freed for complex and sensitive conversations
100%
of customer interactions analysed, not a monthly sample
55%
of supervisor hours saved per week through automated call analysis
85%
improvement in quality call scores post-coaching
300+
team members working from one platform
Frequently asked questions
Have more questions?
Talk to us about your compliance environment, your channels and your volumes, we'll show you how the platform is configured for operations like yours.
Regulators across major markets, the FCA in the UK (including Consumer Duty), FINRA and the CFPB in the US, ASIC in Australia, OSFI and the FCAC in Canada, the DFSA in the UAE and the Financial Sector Conduct Authority in South Africa, all expect firms to monitor, evidence and act on customer interaction quality. SystemsX is not itself regulated by these bodies; they are the environment you operate in. What the platform does is give you the evidence base they increasingly expect: every interaction scored against your compliance criteria, documented, and reportable, so demonstrating good outcomes rests on data rather than assumption.
Yes. Sense compliance monitoring is configured to flag vulnerability signals, financial distress, bereavement, illness and other indicators, across every conversation, not just the ones a reviewer happens to pick. Intelligence carries those signals into a structured, lasting customer profile, so the context isn't lost after the call. Together they support both halves of the obligation: identifying vulnerability consistently, and evidencing that vulnerable customers received the right response.
SystemsX is a private AI system. Your interactions, scores and knowledge live in your environment of the platform, governed by your configuration, they are not fed into a public consumer LLM or used to train models for anyone else. The platform is also AI-agnostic: it isn't tied to a single AI vendor, so underlying models can change while your data governance, scoring rules and knowledge stay exactly where they are.
The platform is configured per business, not one-size-fits-all. Metrics, compliance rules, tags, categories and flags are defined to your operation, so a collections centre scores calls against contact-time rules, dispute handling and fair treatment, while a wealth manager scores suitability and clarity of explanation. The same applies across retail banking, mortgages, accountancy and claims management: the framework is shared, the criteria are yours.
SystemsX sits alongside what you already run. Knowledge integrates with CRM and case management platforms including Salesforce, HubSpot, Zoho and Pipedrive, surfacing approved answers in context. Sense analyses the calls, chats and emails flowing through your existing channels, and Intelligence enriches your CRM records with structured insight, there's no rip-and-replace of your contact centre stack.
No. Each product is a complete standalone product, most financial services teams start with Sense to close the oversight gap, then add Knowledge, Intelligence or AI Agents as the need arises. They're smart alone and powerful together: each one you add feeds the others, and AI Agent conversations are measured by the same QA as your people from day one.
Financial Services
See what 100% oversight looks like on your calls.
A 30-minute walkthrough with a specialist, shaped around your regulatory environment and use case, see compliance scoring, vulnerability flags and reporting on real workflows. No commitment, no pricing pressure.