The partnership combines AI-based document analysis with consumer testing as firms face greater scrutiny over whether customers understand investment risks and potential returns.
Amplifi and the Customer Understanding Exchange (CUE) have partnered to help financial services firms assess and improve customer communications, including disclosures for structured products. The partnership brings together Amplifi’s AI-powered document analysis platform and CUE’s expertise in financial services, consumer testing and remediation. The aim is to help firms identify weaknesses in customer literature, test whether consumers understand the information provided and asses