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.
A survey of financial advisers has revealed that 72% of firms say it’s important to integrate artificial intelligence into their practices.
Recordsure announced a collaboration with Iress to give Xplan users AI tools for monitoring, reviewing and evidencing client advice in wealth management.
Recordsure extended its intelliflo collaboration to Australia, making Document Intelligence available to Australian advice firms through the intelliflo store.
The FCA’s 2024/25 Business Plan keeps its focus on consumer harm, data-led supervision and technology-supported oversight under Consumer Duty.
The FCA’s Consumer Duty commentary underlines the need for evidence-led oversight, better management information and clearer visibility across customer communications and support.
Recordsure and intelliflo have partnered on an integration that brings AI-driven speech and document analytics into intelliflo office, helping wealth management firms monitor, review and evidence client advice more efficiently.
Why Generative AI is not yet fit for applications that demand certainty: Recordsure’s CTO Kit Ruparel compares Gen-AI with traditional machine learning for reliably finding facts in enterprise documents and…
Guest author Noah Giansiracusa of Bentley University explains how algorithmic bias enters retail finance through training data, why it spreads from model to model, and why using AI to inform…
Recordsure’s Garry Evans used the RegTech Global Association’s #RegTechEdgeNoBorders webinar to show how Conversation Intelligence and Document Intelligence can level up firms’ compliance processes with AI-enabled insights and smart automation.
After an FCA review, almost 400 later life mortgage promotions were taken down or amended over ‘misrepresentative content’. What the findings mean for vulnerable borrowers, and how AI-powered document analytics…