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Recording conversations with clients has plenty of great benefits for advisers and customers, and the technology has never been more accesible. Are regulators likely to make it a requirement?
Given the chance, AI will be fundamental to restoring the public’s faith in the financial sector. If – that is – it can build up its own store of public trust.
Recordsure named in ‘Ones to Watch’ for innovation in a list of business excellence published by the European Business Awards, one of world’s largest and longest running business competitions.
The reason phone adverts usually show the display time as 10.08 and the lessons financial services firms can take from this
Whitepapers
With just over a year to go until you are expected to comply with MiFID II, are you prepared for one of the most disruptive aspects of the legislation -...
The experience you provide your customers helps to shape loyalty and repeat business, but getting it wrong can have serious consequences for your reputation, customer retention and, ultimately, the bottom...