Summary
What this article covers in 30 seconds
- Financial advisers need to balance digitalisation, client convenience and compliance.
- Joe Norburn discussed client relationships and digitalisation with Money Marketing.
- Digital platforms should be user-friendly, accessible and valuable for clients.
- Changing client expectations are increasing demand for RegTech tools.
Financial advisers need to find the delicate balance between digitalisation, customer convenience and compliance. Earlier this month, Joe Norburn, Group CEO at Recordsure and TCC, met with Money Marketing to discuss digitalisation and its impact on financial services’ client relationships.
Joe shared his advice on making the most of available technology to deliver better outcomes and a positive client experience.
Accessible digital tools
Keeping digital platforms user-friendly and accessible to all is a priority. Firms should always look to optimise new platforms and tools to provide greater value for their clients. Joe Norburn, Group CEO, Recordsure and TCC
With swift changes in clients’ expectations, there has been increased demand for RegTech tools to help firms get the balance right.
Frequently asked questions
They need to balance digitalisation, customer convenience and compliance.
Joe Norburn, Group CEO at Recordsure and TCC, discussed the topic with Money Marketing.
They should keep digital platforms user-friendly and accessible while optimising tools to provide greater client value.