Insights
Analysis & Perspectives
Remote working in financial services: what trends are we seeing?
Recordsure observed clear trends as advisers and call centre teams moved from office-based work to remote client conversations.
Wealth managers: how digitalisation can revolutionise meeting follow up
Post-meeting administration consumes significant paraplanner time, and digital tools can reduce that burden. Efficiency gains give teams more time with clients, stronger data and more effective compliance.
How will Covid-19 change remediation risk?
Covid-19 could increase complaints risk, making vulnerability, forbearance policy, data and complaint-handling capacity immediate priorities for firms.
How to make the most out of conference call transcription
Choose the right transcription solution, improve audio quality and store records securely so regulated firms can evidence and search customer conversations.
What are the FCA changes to the DB transfers market and how can RegTech help with compliance?
The FCA’s defined benefit pension transfer changes aim to improve customer outcomes and reduce adviser conflicts. Recorded conversations, self-review and analytics can support compliance.
Transforming first interactions into trusted client relationships
First interactions shape how prospective clients judge a wealth management firm. Data, touchpoint analysis and lifecycle reuse of regulatory information can help build trusted relationships.
Remote relationship management: the future of wealth management?
Remote relationship management can support wealth clients, but firms must still evidence advice, protect data and maintain oversight across every channel.
Innovation and traditional values: driving change in wealth management
Wealth managers can use technology to strengthen relationship-led service, improve consistency and turn data into practical operational outputs. Client experience, efficiency and compliance insight increasingly reinforce each other.
Recordsure and Wealth Dynamix join forces to transform client engagement at scale
Recordsure and Wealth Dynamix announced an alliance combining Recordsure’s voice and text analytics with Wealth Dynamix’s CLM platform for wealth managers.
Will financial advisers be made to record client meetings?
FCA comments on recording client interactions raise a practical question for advisers: as technology improves outcomes and accessibility, recording may become a wider expectation.
AI, financial services, and the paradox of building trust
AI creates a trust paradox in financial services. Customer-focused explanation and transparent use are essential if AI is to improve confidence in the sector.
Recordsure named in Europe’s ‘Ones to Watch’ list for Innovation
Recordsure was named as ‘One to Watch’ for the Innovation Award in the European Business Awards’ business excellence list.
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Analysis & Perspectives
In-depth analysis on regulation, AI, oversight and customer outcomes for regulated firms.
Case studies
Proven outcomes in practice
Major UK retail bank
Improving oversight and QA across mortgage advice
Read case study: Improving oversight and QA across mortgage advice
Major UK Tier 1 bank
Improving QA oversight and reporting across business banking conversations
Read case study: Improving QA oversight and reporting across business banking conversations
Government Department — UK
Digitalising interview recording to reduce cost and improve efficiency.
Read case study: Digitalising interview recording to reduce cost and improve efficiency.