Our new website has been re-designed from the ground up with the aim of clearly illustrating our history, how we are driving change in the industry and how our products work. Have a browse and tell us what you think.
Rewatch our webinar on Transforming first interactions into trusted client relationships which was hosted in partnership with Wealth Dynamix
How does a relationship-led business enable its advisers to give good advice when face-to-face meetings are off the table?
Wealth management is a perfect example of an industry built on traditional principles like relationship management, but increasingly dependent on breakthrough technologies to support these
Recording conversations with clients has plenty of great benefits for advisers and customers, and the technology has never been more accesible. Are regulators likely to make it a requirement?
Given the chance, AI will be fundamental to restoring the public’s faith in the financial sector. If – that is – it can build up its own store of public trust.
Recordsure named in ‘Ones to Watch’ for innovation in a list of business excellence published by the European Business Awards, one of world’s largest and longest running business competitions.