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Insights and Perspectives
Analysis, news and practical guides for compliance, quality and risk teams in regulated financial services.
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.
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.
Recordsure and TCC appoint industry-leader Adrian Fisk as a board advisor to support international expansion
Recordsure and sister company TCC appointed Adrian Fisk as an adviser to their respective boards. The appointment brings experience from KPMG in Australia, financial services leadership and remediation work with Recordsure.
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News
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.