Recordsure listed in the RegTech100 for 2021
Recordsure was named in the RegTech100 2021 list of regulatory technology providers addressing compliance pressures in financial services.
Technology: Document Intelligence
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Why wealth managers need tech to become sustainable in a post-pandemic world
Wealth managers face pressure to improve efficiency without weakening client relationships, especially where automation can reduce administration and protect advice quality.
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Recordsure collaborates with Microsoft to transform client and adviser experience
Recordsure announced a Microsoft collaboration to support financial services firms with client and adviser experience, compliance, risk management and digital channels.
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A wealth manager’s guide to keeping office conduct and culture alive
Wealth managers can sustain culture, conduct and compliance in remote or hybrid working by using recorded interactions and practical oversight.
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Managing the financial challenge of COVID: The rising wave of debt management cases
COVID increased pressure on debt management operations and raised the stakes for vulnerable customers. Compassion, staff support and scalable monitoring are needed to evidence fair treatment.
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How are wealth managers using technology to turn customer conversations into insights
Wealth managers can use conversation analytics to evidence quality, enrich client knowledge, identify trends and reduce post-meeting administration.
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Demonstrating catalysts for change in financial services
The Time Trials whitepaper examines changing financial advice and wealth management through industry insight, pandemic disruption and regulatory pressure.
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Things financial advisers could be doing instead of post-meeting administration
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.
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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.
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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.