£193 billion: the real cost of poor recordkeeping
Inadequate record keeping can undermine suitability evidence in wealth management, making complete interaction records essential for customer protection.
Inadequate record keeping can undermine suitability evidence in wealth management, making complete interaction records essential for customer protection.
Call recording can support evidence and suitability checks, but firms may still face gaps in coverage, slow reviews and limited assurance across business written.
Face-to-face recording can help firms reduce the cost of monitoring distributed sales teams by replacing some travel, observation and mystery shopping activity.
Recordsure explains how better evidence from customer interactions can help firms correct errors, understand complaint trends and protect customer trust.
Trader call recording must support monitoring, retrieval and evidence of controls, or firms risk missing misconduct, market abuse and regulatory requests.