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Investments

Qualify and book the adviser. No AI advice.

FCA aware
Approved wording
No AI advice

Example routing rules sending Lead #1042 to Rep A on Team North.

This sale

Advisers take over when the call is booked.

01
Approved wording
What the model may say.
02
No AI advice
The adviser advises.
03
Call booked
Handover at the booking.

Trust and quality

UK data hostingProduct data stays in the UK.
Audit trailRules and changes are recorded.
Access by rolePeople see only their work.
Compliance controlsApproved wording. Audited rules.

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