Infographic: how can IFAs optimise compliance and relationship management remotely?
IFAs and financial services firms need compliance, security and audit trails across remote and hybrid communication channels.
Technology: API & Integrations
-
-
Transforming first interactions into trusted client relationships
A Recordsure and Wealth Dynamix webinar explored how wealth managers can turn early client touchpoints into insight, better engagement and stronger regulatory evidence.
-
Will technology end up protecting or victimising vulnerable customers?
Digital banking can improve access for some customers while excluding others, making technology both a source of vulnerability and a way to target support.
-
Holding AI to account in financial services
AI can support financial services firms, but firms need transparency, monitoring and human accountability before using it for decisions that affect customer outcomes.
-
Recordsure selected for new international programme boosting UK FinTech industry
Recordsure was selected for the DIT FinTech Bridge Pilot Programme with Australia, supporting collaboration and international expansion for UK FinTech firms.
-
Recordsure and TCC Founder Joanne Smith opens trading at London Stock Exchange
Joanne Smith, Founder and Group CEO of Recordsure and TCC, was invited to open trading at the London Stock Exchange during Future Icons.
-
Recordsure appoints new CEO as the group reaches for new heights
Recordsure appointed Joe Norburn as CEO, while sister company TCC appointed Mike Park and Joanne Smith moved into the Group CEO role.
-
Recordsure voted into the Fintech Power 50
Recordsure was named in the Fintech Power 50, an annual guide to influential Fintech companies and personalities shaping the industry.
-
The dawn of AI: evolution or revolution?
AI and automation can reshape work by reducing administrative burden, improving review coverage and helping skilled teams focus on conduct risk oversight.
-
Customer experience is critical for business success
Customer experience can differentiate financial services firms, improve loyalty and protect reputation when supported by reliable front-line and back-office processes.