Recordsure, WealthBriefing European Awards 2021 Finalist
Recordsure was named a finalist in the Innovative Use of Artificial Intelligence category at the WealthBriefing European Awards 2021.
Sector: Banking
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Expert industry analysis of the UK mortgage market and regulatory compliance
A live event synopsis on the UK mortgage market, covering pandemic disruption, affordability, Brexit-related uncertainty and customer vulnerability risks.
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In the spotlight: Laura Wathen, Finance Director at Recordsure
Laura Wathen reflects on gender bias, working parenthood, trust and how Recordsure’s culture supports opportunity and diversity.
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Recordsure, a finalist at #AccelerateR 2021 Pitchfest
Recordsure was named a finalist at #AccelerateR 2021 Pitchfest, part of the #ACCELERATERegTech2021 event hosted by The RegTech Association and Commonwealth Bank.
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Recordsure listed in the RegTech100 for 2021
Recordsure was named in the RegTech100 2021 list of regulatory technology providers addressing compliance pressures in financial services.
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Why wealth managers need tech to become sustainable in a post-pandemic world
Wealth managers face pressure to improve efficiency without weakening client relationships, especially where automation can reduce administration and protect advice quality.
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Managing the financial challenge of COVID: The rising wave of debt management cases
COVID increased pressure on debt management operations and raised the stakes for vulnerable customers. Compassion, staff support and scalable monitoring are needed to evidence fair treatment.
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Robo-advice isn’t the only way to simplify the advice journey
Automation in financial advice should make routine adviser tasks faster while protecting the human relationship that supports personal advice, customer reassurance and better use of client time.
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Why wealth managers should use call and meeting recording
Call and meeting recording can support compliance, quality control, training, efficiency and trust in wealth management.
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Remote working in financial services: what trends are we seeing?
Recordsure shares observations from helping financial services teams record and assure remote conversations, including behaviour, culture and language changes.