Insights
Analysis & Perspectives
Robo-advice isn’t the only way to simplify the advice journey
Robo-advice is not the only form of automation available to financial advisers. Conversation recording, transcription, topic classification and speech analytics can reduce administration while preserving adviser-client relationships.
How are wealth managers using technology to turn customer conversations into insights
Speech transcription and analytics can help wealth managers protect quality, strengthen customer understanding, spot trends and improve efficiency.
New blood: how millennials are managing their money
Millennial scale, digital habits and growing investment interest are changing expectations for financial services technology, with Goldman Sachs and ONS figures showing the size of the shift.
Demonstrating catalysts for change in financial services
The Time Trials whitepaper examines how financial services is changing through technology, regulation, client relationship management and pandemic disruption. It argues that firms need to understand the direction of change to adapt.
Things financial advisers could be doing instead of post-meeting administration
Reducing post-meeting administration gives advisers and paraplanners more time for client meetings, development and industry learning. Recordsure research on potential time savings illustrates the opportunity.
How to drive consistent QA through remote and in-person communication channels
As client meetings move between in-person, telephone and video channels, firms need consistent QA and compliance monitoring. Conversation capture can reduce evidence gaps, support remote supervision and help advisers evidence customer discussions.
You don’t have time to waste, try our Time Saving Calculator
The free Time Saving Calculator helps wealth managers and IFAs estimate post-meeting administration effort, potential time savings and the business case for automation.
Handling risk management during a pandemic
Remote working accelerated digitisation and increased the need for quality assurance, risk-based conversation review and sustainable hybrid operating models.
Online event: the financial fraud crisis and the growth of RegTech post-pandemic
Financial fraud, Covid-related regulatory challenges and remote working have increased the need for RegTech that supports good outcomes, risk management and compliance infrastructure.
Infographic: how can IFAs optimise compliance and relationship management remotely?
As IFAs move between remote and hybrid work, communication, compliance, security, audit trails and scalable data management all need attention.
Why wealth managers should use call and meeting recording
Meeting recording and automated transcription can help wealth managers maintain evidence, improve quality control, support training, save time and build client trust.
What roles does automated transcription play in financial services?
Automated transcription works by converting audio into written records with speech recognition and natural language processing. Better accuracy creates wider uses for efficiency, compliance, customer experience, transparency and analytics.
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The latest announcements, regulatory developments and company updates.
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.