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Financial Services

Turn every customer conversation into compliance evidence and CX intelligence.

Automatically review every interaction with AI to detect compliance risks, surface coaching opportunities, and give your team the data they need to serve customers across regulated industries.

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Financial Services

Financial services organizations face changing regulations, high agent turnover, and growing pressure to deliver better customer experiences with the same resources. Scorebuddy gives you complete visibility into every customer interaction, with the tools to protect compliance, develop agents, and demonstrate due diligence to regulators.

A dashboard showing a list of AI-led support conversations, which have been either cleared, flagged, or marked as violations, along with the associated breakdown of what caused those violations and a trend of violations detected over time, against a transparent background
Compliance

Catch compliance risks before they become regulatory issues

AI-powered analysis covers 100% of interactions, surfacing suspicious phrases, detecting instances of agent noncompliance, and flagging high-risk conversations. Compliance scorecards with auto-fail rules ensure lapses do not go unnoticed, and a full audit trail gives regulators the evidence they need.

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Agent Development

Develop agents who can handle complexity and stay compliant

Targeted coaching connected to real interactions helps agents navigate complex regulatory requirements and demanding customer scenarios. An integrated LMS keeps teams current as rules change, reducing the attrition that comes from feeling underprepared.

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Key capabilities & benefits

AI-Powered Analysis

Analyze 100% of interactions to detect compliance risks, spot patterns that could signal regulatory violations, and surface coaching opportunities across the whole team.

Compliance Scorecards

Custom scorecards with auto-fail rules flag compliance lapses and give your team a clear, consistent standard to work to across every interaction.

Audit Trail & Reporting

Maintain a full compliance audit trail and generate regulator-aligned reports with Scorebuddy BI, including drag-and-drop report building and easy stakeholder sharing.

Coaching & Learning

Connect coaching directly to interaction data and use the integrated LMS to keep agents current on regulatory requirements and product changes.

  • PTSB logo
    "Scorebuddy has made our quality assurance quicker, easier, and more accurate. Agents are happier with the evaluation process, and supervisors are happier with the results."

    Amy Breen, Business Assurance Senior Manager, Permanent TSB

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  • Moneyboat logo
    "Scorebuddy has made our quality assurance process easier and more efficient, leading to increased agent engagement and higher QA scores across the board."

    Roni Reid, QA Officer, Moneyboat

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  • Sun Life
    "Since I started using Scorebuddy the reports are easier for me to present also quicker, and I feel very confident that I can present accurate numbers."

    Monica Cadenas, Sun Life

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