Resources
How to Guides
Time Trials: Unlocking efficiencies in wealth and financial management
While the commercial reality of post-pandemic continues to play out for years to come, the impact on the wealth management and financial advice sector is already reported. With a client base rich in entrepreneurs whose own financial wealth is heavily dependent on the high street,
Turning the MiFID II Challenge into Competitive Advantage
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 expansion of the taping regime? In this paper, we urge you to look beyond
Your Guide to Enhancing the Customer Experience
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 line. Recordsure’s four-step guide to enhancing the customer experience highlights how you can consistently deliver
