Marshall – AI Compliance & QA Agent

Marshall reviews 100% of calls, texts, and emails – human and AI – to flag potential compliance issues and generate exam-ready QA.

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Agent Overview

Meet Marshall

100% coverage, zero sampling bias

Compliance & QA Agent

Marshall monitors every call, text, and email—automatically flagging potential compliance issues and feeding QA scorecards, coaching recommendations, and exam-ready evidence.

Why Marshall stands out:

✔ Flags compliance-risk language in real time

✔ Catches contact-rule & timing breaches

✔ Reviews disclosures, conduct, and agent behavior

✔ Produces audit-ready evidence & QA insights

Compliance & QA Agent

Marshall monitors every call, text, and email—automatically flagging potential compliance issues and feeding QA scorecards, coaching recommendations, and exam-ready evidence.

Why Marshall stands out:

✔ Flags compliance-risk language in real time

✔ Catches contact-rule & timing breaches

✔ Reviews disclosures, conduct, and agent behavior

✔ Produces audit-ready evidence & QA insights

What Marshall Monitors

Always-on monitoring across all channels

Marshall ingests recordings, transcripts, and messages from your contact-center and AI agents, then applies your rules plus consumer-protection standards to every interaction.

What Marshall Flags

Everything you'd expect a tough examiner to care about

Marshall ingests recordings, transcripts, and messages from your contact-center and AI agents, then applies your rules plus consumer-protection standards to every interaction.

Contact rules & timing

Debt-collection conduct

Disclosures & fees

UDAAP-style risks

Credit reporting & disputes

Fair lending & service member protections

Outputs & Workflows

Evidence packs your exam team will actually use

For a product, portfolio, or time period, Marshall can assemble:

Per-interaction scorecards (policy adherence, tone, disclosures)

Agent-level and team-level dashboards

Auto-generated coaching queues with time-stamped clips

Issue logs designed to plug into your compliance management system

Exam and Audit Support

From flags to QA scorecards and coaching

Representative interactions (good and bad)

How issues were detected, escalated, and addressed

Trends over time and remediation evidence

Learn How Marshall Fits Into Your QA Program