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Customers

Advice firms that hear every call

Equity release and later-life lending teams use COSA to move call compliance from sampling to complete, evidenced oversight. Here's what changed for them — in their own words.
Book a demoRead the Compare Retirement story
Call coverage
26% → 100%
after replacing manual sampling
QA per flagged call
Minutes
not hours of listening
Time to go live
2–4 weeks
typical, on your own calls

Featured story

Compare RetirementEquity release · by phone, 7 days

From sampling 26% of calls to 100% oversight — without slowing advisers down

How a phone-advice equity release team replaced end-to-end listening with minutes-not-hours QA, stronger Consumer Duty evidence and coaching grounded in real client language.

Read the full story
“With COSA AI, we see the right calls first, evidence Consumer Duty effortlessly, and coach advisers with precision — without slowing the team.”
Dennis KreijnsDirector & Senior Equity Release Adviser, Compare Retirement

In their own words

What changes when every call is reviewed

Compare Retirement's director and senior adviser on what COSA means for QA, risk and day-to-day advice.

Call coverage at Compare Retirement

26% → 100%

Compare Retirement moved from manually sampling around a quarter of its calls to full oversight of every client interaction — with QA on flagged calls taking minutes rather than hours.

Read how Compare Retirement did it
The platform's concise, machine-generated meeting summaries save me hours in admin and ensure my sales write-ups, recommendations, and suitability reports are accurate and compliant.

Dennis Kreijns

Director & Senior Equity Release Adviser, Compare Retirement

Common outcomes

What customers use COSA for

Every firm's rules are its own, but the results customers describe tend to look the same.

  1. Coverage

    Before: A sample — around a quarter of calls

    With COSA: Every call in scope, with exclusions logged

  2. QA time

    Before: Hours listening to calls end to end

    With COSA: Minutes on the flagged, quoted moments

  3. Vulnerability

    Before: Spotted on the calls someone happened to hear

    With COSA: Looked for on every call, and flagged for review

  4. Adviser admin

    Before: Notes written up by hand after each call

    With COSA: Summaries and next steps drafted from the call

Customer figures are taken from customers' own published statements. Outcomes vary by firm.

To go further, read how Consumer Duty evidence works for equity release advice or model your own QA effort in the ROI calculator.

See what COSA would find in your calls

Book a 30-minute walkthrough tailored to your call types, rules and volumes — and see how your team's week would change.

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