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A ready-to-use call monitoring form for FCA-regulated advice calls: the items to score, binary versus weighted scoring, which misses should fail a call outright, how to keep reviewers consistent, and how to turn the results into Consumer Duty evidence.
11 min read
A complaint tells you something went wrong, not why. What the FCA expects from complaints root cause analysis under DISP and the Consumer Duty, why complaint data alone falls short, and how call recordings help you find, fix and evidence the cause.
11 min read
Most compliance dashboards report activity, not outcomes. Here are the call QA measures that actually evidence the Consumer Duty, how to present them to a board, and the traps that make MI misleading.
4 min read
In a 30-minute walkthrough we'll show you how COSA would assess your calls, what your compliance team would see each morning, and what it would take to go live.
