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Technology: Workflow automation
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Handling risk management during a pandemic
How remote working changed financial services risk management, quality assurance and compliance culture during Covid.
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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.
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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.
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What are the FCA changes to the DB transfers market and how can RegTech help with compliance?
The FCA’s defined benefit pension transfer changes aim to reduce adviser conflicts, support better conduct and improve customer outcomes.
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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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Will financial advisers be made to record client meetings?
An FCA speech renewed attention on recording client interactions and why recordings can support suitability, evidence and better advice.
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AI, financial services, and the paradox of building trust
AI could help rebuild trust in financial services, but only if firms explain its customer value clearly and use it transparently rather than exploitatively.