A wealth manager’s guide to keeping office conduct and culture alive
Wealth managers can sustain culture, conduct and compliance in remote or hybrid working by using recorded interactions and practical oversight.
Sector: Wealth and Advice
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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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How are wealth managers using technology to turn customer conversations into insights
Wealth managers can use conversation analytics to evidence quality, enrich client knowledge, identify trends and reduce post-meeting administration.
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Demonstrating catalysts for change in financial services
The Time Trials whitepaper examines changing financial advice and wealth management through industry insight, pandemic disruption and regulatory pressure.
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Things financial advisers could be doing instead of post-meeting administration
Post-meeting administration can take advisers and paraplanners away from client work, development and market knowledge. Recordsure highlights how reclaimed time can be used more productively.
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How to drive consistent QA through remote and in-person communication channels
Financial services teams need consistent oversight across office, remote and field-based meetings, with recording, retrieval and QA keeping pace with changing client channels.
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You don’t have time to waste, try our Time Saving Calculator
Recordsure’s Time Saving Calculator helps wealth management firms estimate post-meeting administration effort and the time that automation could return to advisers.
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Handling risk management during a pandemic
How remote working changed financial services risk management, quality assurance and compliance culture during Covid.
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Online event: the financial fraud crisis and the growth of RegTech post-pandemic
How financial fraud, Covid-related regulatory challenges and RegTech adoption are shaping remote oversight for financial services firms.
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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.