Our partnership with Amplifi
Bringing together technology and sector expertise, to help firms tackle the customer understanding problem.
We’re pleased to announce a new partnership with Amplifi, combining AI-powered document analysis with our specialist consumer testing and remediation expertise, to help investment firms identify, address and evidence improvements in customer understanding.
Designed to help firms improve customer understanding at scale
Under the FCA’s Consumer Duty, firms need to do more than provide customers with information. They need to demonstrate that their communications support genuine understanding.
Yet identifying where customers might struggle, particularly across large portfolios of investment literature, remains a significant challenge.
The scale of the issue was highlighted in the FCA’s review of pre-sale investment disclosures. All 172 documents assessed using Amplifi’s intelligibility platform fell below the benchmark used in the review.
Our partnership with Amplifi is designed to help firms tackle this challenge more effectively.
Amplifi’s Cognitive Risk Engine™ allows firms to assess communications across their entire document portfolio, producing an intelligibility score that has been used by the FCA to benchmark investment disclosures.
By offering our specialist sector knowledge, live consumer testing and expert-led document remediation services alongside Amplifi, firms can:
Identify risks at scale
Prioritise improvements
Test real understanding
Make evidence-led improvements
Demonstrate progress
From identifying the problem, to addressing it
For CUE clients, the partnership provides access to Amplifi’s portfolio-wide document analysis and intelligibility scoring, helping us focus our testing and remediation work where it can have the greatest impact.
It also means Amplifi’s clients can access our specialist consumer testing and remediation services when they need additional expertise or capacity.
The partnership brings together two complementary approaches, helping investment firms move beyond simply assessing their communications towards making measurable, evidence-led improvements.
How can the partnership help your firm?
This partnership will be valuable for firms who need to assess understanding of their documents at scale, and who want to score their documents against a regulator-recognised benchmark.