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.
The reason phone adverts usually show the display time as 10.08 and the lessons financial services firms can take from this
With the digitisation of banking at risk of creating vulnerable customers, there is an irony that technology also holds the key to exponentially improving customer care.
As a growing number of businesses embrace RegTech innovations, will the ripple effect start shifting regulatory benchmarks?
Recordsure Head of Research, Simon Worgan, explains some of the potential risks in relying purely on AI for key decision making and how it is best placed to deliver value