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.
Technology: Document Intelligence
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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.
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Recordsure and Wealth Dynamix join forces to transform client engagement at scale
Recordsure and Wealth Dynamix announced an alliance to help wealth managers analyse client touchpoints, improve engagement and maintain clearer audit trails across the lifecycle.
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Compliance embraces tech to drive competitive advantage
Joe Norburn explains how technology is changing compliance from a defensive function into a source of customer insight, efficiency and commercial value.
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Achieving compliance with a helping hand from RegTech
RegTech can help financial services firms respond to SM&CR by improving governance data, evidencing reasonable steps and supporting culture oversight without relying only on larger teams.
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Compliance as a competitive advantage
Mark Braddock explains how RegTech can shift compliance from a cost centre to a source of efficiency, customer care insight and sales improvement.
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Recordsure announces alliance with KPMG in Australia
KPMG Australia and Recordsure announced an alliance to roll out Recordsure’s customer trust and transparency solutions to financial institutions in Australia.
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Voice technology and compliance: keeping pace with spiralling customer expectations
Voice technology is changing customer expectations. Firms may need better records and audit trails for important face-to-face conversations as transparency becomes more important.