The concept of big data is nothing new and it has been discussed in the financial services space for many years, being poured over at conferences as banks and intermediaries alike have grappled with all of the data that they house, how they can monetise it and how they can use it to improve their businesses. But, practically, what does it mean for your financial advice business and how can back office technology help?

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Recently we have been out and about doing one of my favourite things; exhibiting at events. The reason it’s one of my favourite things is I always find these events so inspiring and motivating.

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By Robert Walton • 07-Oct-2016 15:51:15 • MiFID II/ Call Recording/ Compliance

I was interested to read a recent article about advisers challenging MiFID II plans to record client calls (Money Marketing 6 Oct 2016). It’s clear the suggestion that all advisers should have to record calls is seen as costly and burdensome, particularly for small firms. However, there are solutions available that solve the issue which won’t break the bank.

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