Seven key topics to ensure the success of your ongoing advisory reviews
Recordsure and TCC set out seven ongoing advice review topics firms can address while awaiting further FCA expectations for wealth management and ongoing servicing.
Sector: Insurance
-
-
How financial advisers can embrace the evolving landscape
Key takeaways from Joanne Smith’s panel discussion on how financial advice firms can use AI responsibly while evidencing compliance and customer outcomes.
-
Recordsure launches free AI meeting notes
Recordsure launched free AI meeting notes for clients and released open-source Microsoft Azure OpenAI code for firms exploring generated meeting summaries.
-
How to utilise RegTech for the provision of ongoing advice services
Technology can help advice firms evidence ongoing service delivery, cohort customers and support consistent review activity.
-
Motor insurance firms are advised to utilise their data to better demonstrate customer outcomes
The FCA’s motor insurance claims review shows why firms need data and MI to evidence valuation decisions, communications and customer outcomes.
-
Consumer Duty: increasing data oversight is key for effective outcomes monitoring
The FCA’s Consumer Duty commentary underlines the need for evidence-led oversight, better management information and clearer visibility across customer communications and support.
-
Recordsure’s Conversation Intelligence shortlisted for ‘Best AI Product in Government’ at CogX Awards 2023
Our Conversation Intelligence platform has been shortlisted for ‘Best AI Product in Government’ at the CogX Awards 2023, recognising GovTech that helped a UK Government department digitalise its interview process…
-
Centralising oversight of field sales insurance conversations
A national roadside assistance and general insurance provider used Conversation Intelligence to record field sales conversations, replace manual forms and give central teams accessible sales evidence.
-
War of the Words
Recordsure’s CTO Kit Ruparel looks under the hood of the ChatGPT hype: whether AI truly ‘understands’ language, why Recordsure uses Transformer AI rather than generative chat, and where language AI…
-
RegTech for Consumer Duty: three steps to the starting line
Why 31st July 2023 marks the start of the Consumer Duty’s evidence-based, outcome-focused era of regulation – and three steps to get ready: prepare every team member, embrace data technology…