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Why wealth managers need tech to become sustainable in a post-pandemic world
At the beginning of the first lockdown, many financial services firms experienced a spike in calls as many clients were looking for reassurance in the uncertain times. However, after this initial rise, many wealth management and financial services firms have experienced major drops in business.
Recordsure collaborate with Microsoft to transform client and adviser experience
We are excited to announce our collaboration with Microsoft to accelerate the transformation of both the client and adviser experience within financial services and similar regulated industries. This is a crucial period for the market and the perfect time to announce our agreement with Microsoft.
A wealth manager’s guide to keeping office conduct and culture alive
When lockdown was announced, many people packed up their desks and set up shop at home. Offices provide a bustling atmosphere where employees can chat and collaborate, naturally creating a thriving culture. When the office is removed from the equation, it can create a sense
Managing the financial challenge of COVID: The rising wave of debt management cases
Under normal circumstances, working with customers who are experiencing financial difficulty is one of the hardest parts of working in financial services. It’s hard for the customer, difficult for the staff who speak with them and challenging for the firm to balance fairness with commercial
Robo-advice isn’t the only way to simplify the advice journey
Automation has so many possibilities in the financial service sector. But to truly offer value, the goal is to make more routine aspects of an advisers role faster and simpler whilst also enhancing the adviser and customer experience. When automation is mentioned in the sector,
How wealth managers are using technology to turn customer conversations into insights
According to EY Global Wealth Management Research, 39% of European clients plan to switch advisers in the next three years. These recent figures heighten the pressure for firms to continuously raise the bar when it comes to satisfying customer needs, especially against intensified competition. The last
Why wealth managers need tech to become sustainable in a post-pandemic world
At the beginning of the first lockdown, many financial services firms experienced a spike in calls as many clients were looking for reassurance in the uncertain times. However, after this initial rise, many wealth management and financial services firms have experienced major drops in business.
Recordsure collaborate with Microsoft to transform client and adviser experience
We are excited to announce our collaboration with Microsoft to accelerate the transformation of both the client and adviser experience within financial services and similar regulated industries. This is a crucial period for the market and the perfect time to announce our agreement with Microsoft.
A wealth manager’s guide to keeping office conduct and culture alive
When lockdown was announced, many people packed up their desks and set up shop at home. Offices provide a bustling atmosphere where employees can chat and collaborate, naturally creating a thriving culture. When the office is removed from the equation, it can create a sense
Managing the financial challenge of COVID: The rising wave of debt management cases
Under normal circumstances, working with customers who are experiencing financial difficulty is one of the hardest parts of working in financial services. It’s hard for the customer, difficult for the staff who speak with them and challenging for the firm to balance fairness with commercial
Robo-advice isn’t the only way to simplify the advice journey
Automation has so many possibilities in the financial service sector. But to truly offer value, the goal is to make more routine aspects of an advisers role faster and simpler whilst also enhancing the adviser and customer experience. When automation is mentioned in the sector,
How wealth managers are using technology to turn customer conversations into insights
According to EY Global Wealth Management Research, 39% of European clients plan to switch advisers in the next three years. These recent figures heighten the pressure for firms to continuously raise the bar when it comes to satisfying customer needs, especially against intensified competition. The last
