Financial advisers need to find the delicate balance between digitisation, customer convenience and compliance.
Earlier this month, Joe Norbun, Group CEO at Recordsure and TCC, met with Money Marketing to discuss digitalisation and its impact on financial services’ client relationships. Joe shared his advice on how to make the most of the technology available to deliver better outcomes and a positive client experience.
Keeping digital platforms user-friendly and accessible to all is a priority. Firms should always look to optimise new platforms and tools to provide greater value for their clients.
With the swift changes in clients’ expectations, it’s not surprising that there’s been an increased demand for RegTech tools to help firms get it right.
Recordsure offers game-changing speech and document analytics solutions. Get in touch to find out how we can help your business manage compliance, risks and drive better customer outcomes, at scale.
