
Firms that provide private banking and wealth management services to high net worth individuals pride themselves on developing strong, long-lasting relationships with their clients.
Often the needs and objectives of their clients are complex, involving family members, companies, charities and trusts that require sophisticated products and services. It is paramount that the regulated advice being given is clearly understood by all parties and that the client’s relationship with the firm is as strong as their relationship with their adviser.
The cliché is true: time is money. Many PBWM firms face a significant cost-income ratio challenge. Regulation and compliance rightly are important priorities, increasing the burden of administration and reducing the time advisers have for their clients and to grow the top line. Great service, valued advice and efficient processes will always win the day, but there are a number of challenges firms must first overcome:
Recordsure is designed to tackle challenges like these at source. With a background in financial services, we use smart technology to support teams with a proven track record in private banking and wealth management. Our analytics and automation tools drive huge efficiencies in review processes, improve client outcomes by providing greater clarity of what is being discussed with clients and managing risks with advanced anomaly detection systems.
Download our Private banking and wealth management breakdown to gain an in-depth understanding of the challenges our clients face and the solutions we have developed to tackle them.
Our comprehensive guide for private bankers and wealth managers seeking to harness data from customer interactions at scale
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The Recordsure platform has been designed to address these areas at source to provide a holistic solution. Every business model is different, but our products are modular and versatile enabling them to be tailored to a wide variety of wealth management and private banking workflows.
The key areas we drive value for our clients include:
Our comprehensive guide for private bankers and wealth managers seeking to harness data from customer interactions at scale
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Below you can find more information on our Voice and Docs product families as well as logistical information on security, API connectivity and our compliance background.
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