How can Wealth Management firms use RegTech to their advantage?
Joe Norburn explains how RegTech can help wealth management firms monitor interactions, reduce administration, improve compliance insight and support client relationships.
Sector: Wealth and Advice
-
-
Recordsure crowned AI winner at WealthBriefing European Awards 2021
Recordsure won the Innovative Use of Artificial Intelligence category at the Ninth Annual WealthBriefing European Awards 2021, recognising its work in wealth management.
-
Speech Technology Helps Financial Firms Support Vulnerable Customers
Speech recognition and machine learning can help firms identify vulnerability indicators, monitor customer conversations and maintain oversight while demand for support increases.
-
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.
-
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.
-
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.
-
Automation: The next step for financial advisers by Recordsure
RegTech automation matters for financial firms as increased technology use after Covid-19 raises expectations for effective adviser oversight.
-
How to manage social media and regulatory compliance
Recordsure and TCC shared views with FT Adviser on using channels such as WhatsApp while maintaining regulatory compliance.
-
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.
-
Recordsure collaborates with Microsoft to transform client and adviser experience
Recordsure announced a Microsoft collaboration to support financial services firms with client and adviser experience, compliance, risk management and digital channels.