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Recordsure and Wealth Dynamix announce alliance to support wealth managers in improving client engagement across the entire client lifecycle.
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.
Whitepapers
With just over a year to go until you are expected to comply with MiFID II, are you prepared for one of the most disruptive aspects of the legislation -...
The experience you provide your customers helps to shape loyalty and repeat business, but getting it wrong can have serious consequences for your reputation, customer retention and, ultimately, the bottom...