Expert industry analysis of the UK mortgage market and regulatory compliance
A live event synopsis on the UK mortgage market, covering pandemic disruption, affordability, Brexit-related uncertainty and customer vulnerability risks.
Technology: Workflow automation
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In the spotlight: Roberta Carissimi, Science Lead at Recordsure
Roberta Carissimi and Anthony Channon discuss women in science and development, gender bias and Recordsure’s approach to inclusive technical teams.
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In the spotlight: Remarkable women of Recordsure
Recordsure marks International Women’s Day by discussing female talent, technology stereotypes and the inclusive culture shaped by Joanne Smith’s leadership.
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Automation: The next step for financial advisers by Recordsure
RegTech automation matters for financial firms as increased technology use after Covid-19 raises expectations for effective adviser oversight.
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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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Robo-advice isn’t the only way to simplify the advice journey
Automation in financial advice should make routine adviser tasks faster while protecting the human relationship that supports personal advice, customer reassurance and better use of client time.
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How to drive consistent QA through remote and in-person communication channels
Financial services teams need consistent oversight across office, remote and field-based meetings, with recording, retrieval and QA keeping pace with changing client channels.