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Things Financial Advisers Could Be Doing Instead of Post-Meeting Administration
Paraplanners spend an average of 1-3 hours transcribing voice recordings and writing up documentation after client meetings. According to our research, 14 hours can be saved each week purely through the implementation of our Extract solution.
Time Trials: Unlocking efficiencies in wealth and financial management
As the commercial reality of the pandemic continues to play out, the impact on the wealth management and financial advice sector is yet to be fully realised. With a client base rich in entrepreneurs whose own financial wealth is heavily dependent on the high street, the
Driving consistent QA through remote and in-person communication channels
As financial advice teams adapt to hybrid client communications across telephony, video and in-person meetings, how do they ensure consistent risk management and quality assurance?
You don’t have time to waste, try our Time Saving Calculator
Recordsure launches free calculator tool to help wealth managers visualise the number of hours that go into post-meeting admin and the potential times that could be reclaimed through automation
Handling risk management during a pandemic
Following the RegTech Talks event looking at financial fraud and RegTech’s place in a Covid world, we look back on some of our key takeaways from the day
Online event: the financial fraud crisis and the growth of RegTech post-pandemic
Join Recordsure and RegTech Talks as we shine a light on some of the regulatory challenges exacerbated by Covid and the ways innovative technologies are supporting the industry
Things Financial Advisers Could Be Doing Instead of Post-Meeting Administration
Paraplanners spend an average of 1-3 hours transcribing voice recordings and writing up documentation after client meetings. According to our research, 14 hours can be saved each week purely through the implementation of our Extract solution.
Time Trials: Unlocking efficiencies in wealth and financial management
As the commercial reality of the pandemic continues to play out, the impact on the wealth management and financial advice sector is yet to be fully realised. With a client base rich in entrepreneurs whose own financial wealth is heavily dependent on the high street, the
Driving consistent QA through remote and in-person communication channels
As financial advice teams adapt to hybrid client communications across telephony, video and in-person meetings, how do they ensure consistent risk management and quality assurance?
You don’t have time to waste, try our Time Saving Calculator
Recordsure launches free calculator tool to help wealth managers visualise the number of hours that go into post-meeting admin and the potential times that could be reclaimed through automation
Handling risk management during a pandemic
Following the RegTech Talks event looking at financial fraud and RegTech’s place in a Covid world, we look back on some of our key takeaways from the day
Online event: the financial fraud crisis and the growth of RegTech post-pandemic
Join Recordsure and RegTech Talks as we shine a light on some of the regulatory challenges exacerbated by Covid and the ways innovative technologies are supporting the industry
