Resources
Insights
Seamless two-way integration provides intelliflo users with quality of advice AI analysis
Read More »
Seamless two-way integration provides intelliflo users with quality of advice AI analysis
Earlier this year, Recordsure partnered with intelliflo – a global leader in advice technology – to accelerate the digitalised transformation of the wealth management sector. The potential that AI has to revolutionise the provision of financial advice alongside human expertise has been a widely discussed
How financial advisers can embrace the evolving landscape
Earlier this month, TCC and Recordsure founder Joanne Smith spoke as part of an expert panel at the Artificial Intelligence in Financial Advice conference to consider how AI can help with adviser compliance. Here are some of the key takeaways from the discussion: AI with
How to revolutionise your financial advice compliance with AI
The pressure on financial advisers to demonstrate the quality and compliance of their advice is a topic that’s been widely covered in industry news. And for firms, it’s not only a matter of meeting regulatory requirements but also protecting the interests and financial well-being of
How to utilise RegTech for the provision of ongoing advice services
In recent months, the FCA indicated the urgency for further understanding of the assets under advice landscape and sent a survey to 20 of the largest advice firms in February 2024. While we await the outcome of this review, firms now have the chance to
