Recordsure announced a Microsoft collaboration to support financial services firms with client and adviser experience, compliance, risk management and digital channels.
Wealth managers can sustain culture, conduct and compliance in remote or hybrid working by using recorded interactions and practical oversight.
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.
Wealth managers can use conversation analytics to evidence quality, enrich client knowledge, identify trends and reduce post-meeting administration.
The Time Trials whitepaper examines changing financial advice and wealth management through industry insight, pandemic disruption and regulatory pressure.
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.
Financial services teams need consistent oversight across office, remote and field-based meetings, with recording, retrieval and QA keeping pace with changing client channels.
Recordsure’s Time Saving Calculator helps wealth management firms estimate post-meeting administration effort and the time that automation could return to advisers.
How remote working changed financial services risk management, quality assurance and compliance culture during Covid.
How financial fraud, Covid-related regulatory challenges and RegTech adoption are shaping remote oversight for financial services firms.
