SAMI Overview

Flyers

SAMI for:

- AI-enabled reviews of call service quality and compliance. Call transcripts, initial meeting file notes and reviews.

- External adviser trustee fee reviews.

- AFSL practice management efficiency and registers.

- Incidents Management Complaints and Events - IDR and EDR.

System-of-record for advice file reviews for pre-vet and audits
For SoA Reviews plus related advice file documents eg Fact Find, Risk Profile, File notes
Best-in-class RegTech solution - awarded Compliance Innovator of the Year 2019
User-friendly, interactive, integrates with CRMs for easy doc selection
More time to focus on key issues and clients.

SAMI is a user-friendly compliance workbench and reporting solution enabling efficient, effective, and enjoyable compliance.