Recordsure technology now available in the Microsoft Azure Marketplace
Microsoft Azure customers can access Recordsure technology through Azure Marketplace, using Azure’s cloud platform for deployment, management and route-to-procurement options.
Technology: Conversation Intelligence
-
-
Compliance Q&A: What should firms do about disengaged clients?
Garry Evans and David Boyhan discuss how advice firms should assess disengaged ongoing advice clients, historic review evidence and possible redress.
-
Benefit your business by enhancing customer data
Good-quality customer data helps financial services firms answer regulatory questions, improve ongoing advice processes and identify opportunities to support clients better.
-
Seven key topics to ensure the success of your ongoing advisory reviews
Recordsure and TCC set out seven ongoing advice review topics firms can address while awaiting further FCA expectations for wealth management and ongoing servicing.
-
Key priorities in FCA update: ongoing advice services and retirement income advice
FCA outlined the roadmap and expectations for financial advisers and investment firms. AI helps firms evidence ongoing advice reviews.
-
How financial advisers can embrace the evolving landscape
Key takeaways from Joanne Smith’s panel discussion on how financial advice firms can use AI responsibly while evidencing compliance and customer outcomes.
-
How AI can improve financial advice compliance
Financial advice firms need accurate evidence of client conversations, service reviews and case documentation. Recordsure technology helps teams review customer timelines, identify gaps and focus human oversight where it is…
-
Recordsure launches free AI meeting notes
Recordsure launched free AI meeting notes for clients and released open-source Microsoft Azure OpenAI code for firms exploring generated meeting summaries.
-
The 2¢ AI summary meeting note
Kit Ruparel explains the cost, limits and responsible use of GPT-based meeting summaries, and why human verification and predictive AI remain essential for regulated decisions.
-
Almost three quarters of financial advisers understand the significance of incorporating AI
A survey of financial advisers has revealed that 72% of firms say it’s important to integrate artificial intelligence into their practices.