Blog category
Can a firm use AI voice agents to ring customers in the UK? What PECR regulation 19 says about automated calls, what the ICO has said about AI-generated voices, where the TPS, caller ID and Ofcom's abandoned-call rules fit, what the FCA expects of financial promotions and advice, and a checklist to work through before the first AI call.
12 min read
Speed to lead is one of the most quoted ideas in sales, and one of the most misquoted. What the 2011 Harvard Business Review study and the 2007 Lead Response Management study actually found, why both need care, and how a regulated UK advice firm can call new enquiries quickly without turning speed into pressure.
10 min read
The FCA has no AI-specific rules: an AI voice agent that rings your customers is covered by the Consumer Duty, SM&CR and your governance and controls, like any other channel. What the cross-cutting rules, consumer understanding, consumer support and FG21/1 mean on an AI call, where the advice boundary sits, and how to test, govern and monitor an AI caller.
11 min read
An AI caller can follow up an equity release enquiry, answer general questions and book the adviser. Here is where its job ends, what it can safely say, what it must never say, and how to handle the concerns older customers raise.
11 min read
In a 30-minute walkthrough we'll set up an agent with your firm's details, let you hear it on a call, and show you the checks behind every dial.
