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.
Technology: Conversation Intelligence
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What roles does automated transcription play in financial services?
Automated transcription in financial services has moved beyond basic efficiency, helping firms evidence conversations, support reviews and prepare data for analytics.
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Remote working in financial services: what trends are we seeing?
Recordsure shares observations from helping financial services teams record and assure remote conversations, including behaviour, culture and language changes.
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Wealth managers: how digitalisation can revolutionise meeting follow up
Digital tools can reduce wealth management post-meeting administration, freeing paraplanners to spend more time with clients and improving access to compliance data.
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How will Covid-19 change remediation risk?
Covid-19 increased pressure on customer finances and complaint teams, making vulnerability, forbearance, data and resourcing central to remediation risk.
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How to make the most out of conference call transcription
Remote working has increased demand for accurate, securely stored conference call transcripts that help regulated firms evidence customer conversations and support insight-led review.
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What are the FCA changes to the DB transfers market and how can RegTech help with compliance?
The FCA’s defined benefit pension transfer changes aim to reduce adviser conflicts, support better conduct and improve customer outcomes.
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Recordsure and TCC appoint industry-leader Adrian Fisk as a board advisor to support international expansion
Recordsure and TCC appointed Adrian Fisk as an adviser to their boards, drawing on his KPMG financial services and remediation experience.
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Remote relationship management: the future of wealth management?
Wealth managers can maintain trusted advice relationships remotely while preserving evidence, oversight and client experience across changing communication channels.
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Innovation and traditional values: driving change in wealth management
Wealth management is built on traditional principles like relationship management, but increasingly depends on breakthrough technologies to support them.