Financial advice is a business that relies on high degrees of trust between client and adviser. When it comes to achieving a successful outcome for both the client and the firm, that relationship can make all the difference.
Firms that offer financial advice typically do so in a number of ways. Often this depends on the complexity of the advice being given and the level of risk associated with giving such advice. In one of the most highly regulated sectors of financial services, it is critical that advice is clear, unambiguous and well documented. There are a wide range of channels now being used to give financial advice, from the traditional face-to-face meetings with advisers, to telephony models through to digital platforms. Often there is a mixture of the three, and staying on top of them all brings a number of challenges:
Recordsure is designed to tackle challenges like these at source. With a background in financial services, we use smart technology to support teams with a proven track record in financial planning teams. Our analytics and automation tools drive huge efficiencies in review processes, improve customer outcomes by providing greater clarity of what is being discussed with customers and managing risks with advanced anomaly detection systems.
Download our Financial planning breakdown to gain an in-depth understanding of the key challenges our clients face and the solutions we have developed to tackle them.
Our comprehensive guide for financial planners seeking to harness data from customer interactions at scale.
The Recordsure platform has been designed to address these areas at source to provide a holistic solution. Every business model is different, but our products are modular and versatile enabling them to be tailored to a wide variety of financial planning teams’ workflows.
The key areas we drive value for our clients include:
Our comprehensive guide for financial planners seeking to harness data from customer interactions at scale
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Below you can find more information on our Voice and Docs product families as well as logistical information on security, API connectivity and our compliance background: