Who this is for

  • Finance brokers
  • Legal firms
  • Accounting firms
  • Consultants
  • Trades
  • Clinics

Clear takeaways

  • Seeing a face on a video call is no longer enough to prove who someone is. Pair it with a check that AI cannot fake.
  • Fraud tools and useful tools are arriving at the same time: a convincing AI face and very cheap, accurate call notes in the same week.
  • Transcription is turning into a cheap, standard feature. Do not pay a large premium for it.

Do this now

  1. Write down every step where your firm accepts a video call as proof of identity or authority: onboarding, change of bank details, release of funds.
  2. For each one, add a second check outside the call. For example, ring back on a number you already hold, or confirm through your existing electronic ID check.
  3. Tell your team in one line: any request to change bank details or move money gets a call-back on a known number, whatever the video looked like.
  4. Ask your phone system or CRM provider whether they offer call transcription, what it costs per user, and where the recordings and text are stored.
  5. If you already record calls, check that your privacy notice says so before you add transcription.

Sources