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, the knock-on effects to the industry has been significant.

As pressure grows on firms to demonstrate value to clients despite the disruption forced on them by Covid, digitisation has been accelerated across the industry. Change is far from over though. As we adapt to and redefine normality, market players will be fighting for the same, albeit diminished share of wallet, and must think on their feet to stay ahead in the game.


With old challenges like risk management and quality assurance only made more difficult through remote working, we wanted to understand more about the barriers preventing digital progression as well as the enablers for innovation within the industry.

We have enlisted some of the longest-standing and most pioneering businesses, disruptors and forces for change from within our network to learn their insights on a range of pivotal topics:

  1. Enabling change in an industry steeped in tradition
  2. The impact of regulation on firms, the industry and clients themselves
  3. The administrative burden of post-meeting admin
  4. On-boarding: the Achilles heel of the advice industry?
  5. Staying close to clients in a remote world
  6. The benefits and pitfalls of segmentation
  7. Mobile: keeping control across multiple channels of choice

For help with this report, we would also like to extend our thanks to all of our contributors for their valuable input: Alastair Black (Standard Life), Matthew Spencer (Close Brothers), Anna Lane (The Wisdom Council), Nick Gornall (Arbuthnot Latham & Co), Tony Wellby (Heronsgate Capital), Jane Hodges (Money Honey) and Antony Bream (Wealth Dynamix).


If you are interested in discussing some of the themes raised in the paper or would like to learn more about Recordsure? Get in touch

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