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Customers

Advice firms that hear every call

Equity release and later-life lending teams use COSA to move 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 they 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.

Every call in scope, reviewed

From sampling around a quarter of calls to full oversight — with a record of what was covered and why.

QA in minutes, not hours

Reviewers go straight to the quoted moments that were flagged, instead of listening end to end.

Vulnerability identified consistently

Signs of vulnerability surface on every call, not just the ones someone happened to hear.

Less admin for advisers

Call summaries help advisers keep write-ups and suitability reports accurate, without the note-taking.

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

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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