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Home · Solutions · Banks & insurance
INDUSTRY SOLUTION · BANKS & INSURANCE

Every consultation —
compliant, and good for sales.

Branches, sales lines and collections: NUMU CX monitors mandatory disclosures and prohibited wording across 100% of interactions — and lifts consultation quality at the same time.

Sound familiar?

Three reasons this industry
loses money every day.

Mis-selling means fines and reputation damage

One wrong phrase about “guaranteed returns” brings a regulator's enforcement notice and a wave of complaints.

~2%
Monitoring is sample-based

The monitoring team listens to a fraction of a percent of conversations; everything else is taken on trust.

?
Branches are a blind spot

What advisers say across hundreds of offices is known to no one — not sales, not compliance.

What we do for you

Solutions NUMU CX
built for your industry.

Recommended stack for this industry
Products run on one core — adding a second one takes days, and the data lives in a single environment.
Business impact

What it means
for your P&L.

0
of interactions under compliance monitoring
0
script breaches within the first quarter
0
product consultation quality
0
faster handling of complaints and disputed cases
0
lower cost of quality monitoring
compared to mystery shopping, sample-based reviews and other manual tools — with 100% of interactions covered instead of 1–2%.
"From" figures are the lower bound across real NUMU CX client results in year one. We'll size the range for your business on a demo.

“Compliance stopped being a lottery of sample-based listening. We see every interaction — and we sleep well before an inspection”

Head of Quality Monitoring at a bank
· top-20 bank under NDA
FAQ

Questions banks and insurers ask first.

Can it monitor mandatory disclosures on every sale?

Yes — that is the anchor use case. Required disclosures, risk warnings and cooling-off wording are checked on 100% of recorded conversations, with a quote and timecode for every miss, instead of a sampled audit after the complaint arrives.

How does it help against mis-selling specifically?

The model flags the patterns regulators look for: guarantees where none exist, unsuitable product pushes, pressure phrasing and skipped affordability questions. Flags route to compliance the same day with the transcript attached.

Our data cannot leave the perimeter. Can it run on-premise?

Yes — on-premise or private cloud, AES-256, role-based access with an audit log, configurable retention and a locally deployed LLM where policy requires that nothing crosses the boundary.

Does it work in branches, not just the call center?

Yes. Branch badges and call-center telephony feed the same checklists, so a mortgage conversation is held to one standard whether it happens at a desk or on a line.

BANKS & INSURANCE

We'll show it on scenarios
from your industry. In 30 minutes.

30-Day Service Audit: we launch on a subset of locations, tune checklists to your standards — and come back with a comprehensive report and insights. How the audit works →

contact@numuhq.com · we reply within one business day