Infographic: how can IFAs optimise compliance and relationship management remotely?

Five key areas IFAs should be looking at and the ways RegTech can help support

IFAs and financial services firms as a whole have had to scramble to adjust to remote working and the challenges the pandemic has fuelled.

We are often finding that organisations have done well to embrace new communication channels like video calling to stay connected with clients. However, the focus has often been on communication rather than wider infrastructure compliance like compliance and security.

As lockdown eases, hybrid models that integrate office-based work as well as remote are becoming essential. Recordsure helps firms keep a robust audit trail across all communication channels, manage this data at scale and leverage ground-breaking insights to drive performance, conduct and culture.

Get in touch to learn more about our solutions on info@recordsure.com or +44 (0) 20 3772 7272.

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