Compliance and risk · Live demo
Incident and near-miss reporting line
Staff report incidents and near misses by phone or chat at any hour. The agent records the facts, logs a reference and alerts the risk team straight away.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
Want one like this for your business? Book a call with Sam
The problem
When something goes wrong, like a client report emailed to the wrong person, staff aren't sure who to tell or worry about blame, so reports come in late or not at all. The first hour is the one that matters.
How it works
- Takes reports by phone or chat at any hour, anonymously if the person prefers
- Asks what happened, when, who is involved and whether client or personal data is affected
- Gives the first containment steps from your incident procedure
- Logs the report in the risk register with a reference number
- Alerts the risk and compliance lead at once for data, injury or security incidents
- Leaves decisions about notifying clients or regulators to the right people
What it connects to
- Liam (payroll analyst)I need to report something. About ten minutes ago I sent a Larkfield payroll exception report to the wrong email address.
- AgentThanks for calling it in straight away, Liam. Who received it, and does the report include staff names or pay details?
- Liam (payroll analyst)A contact at another client with the same first name. It has 23 staff names and their pay adjustments.
- AgentPlease email that person now, ask them to delete it and confirm in writing, and send nothing further. I've logged this as INC-0147 and alerted Imogen Hale, who will call you within the hour.
- Liam (payroll analyst)Do we have to tell Larkfield or a regulator?
- AgentThat's a decision for Imogen and our general counsel, and they'll make it today. Forward me the recipient's reply when it comes and I'll attach it to the record.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Board pack questions, answered from the numbers
Board members ask about the board pack by voice or chat and get answers from the pack and the ledger behind it, with the page reference.
Month-end close status
The financial controller asks where the close is at any time and hears which tasks are done, which are late and what is holding them up.
Ask your business data by voice
Executives call a number, ask a question about the group and get the answer from the finance, sales and project systems.
Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
Book a discovery call →