Summary
What this article covers in 30 seconds
- Remote working forced IFAs and financial services firms to adjust quickly during the pandemic.
- Many firms adopted video calling, but wider compliance and security infrastructure still needed attention.
- Hybrid models made audit trails across communication channels increasingly important.
IFAs and financial services firms as a whole have had to scramble to adjust to remote working and the challenges the pandemic has fuelled.
We are often finding that organisations have done well to embrace new communication channels like video calling to stay connected with clients. However, the focus has often been on communication rather than wider infrastructure compliance like compliance and security.
As lockdown eases, hybrid models that integrate office-based work as well as remote are becoming essential. Recordsure helps firms keep a clear audit trail across all communication channels, manage this data at scale and use advanced insights to drive performance, conduct and culture.
Frequently asked questions
IFAs and financial services firms had to adjust quickly to remote working during the pandemic.
Firms often focused on communication channels rather than wider compliance and security infrastructure.
Hybrid models make it important to keep audit trails across communication channels and manage data at scale.