The real solution is to meet people where they want to be met. In a multi-channel world, front office folks need the flexibility to interact with their clients in any and all of those channels. Not constraining your client will open the door to faster trust, stronger partnership and greater revenue.
As the world of work continues to transform, the Finance professional has new needs. Technology must perform more of this function now in a comprehensive, yet compliant manner. A comprehensive approach means seamless communication across both desktop and mobile. It means the ability to easily integrate bots, automations and third party tools clients are already using. Most importantly, this must all happen inside a secure environment seamlessly integrated with compliant recordkeeping requirements.
It may sound like fantasy, but it’s not. Symphony’s network of over half a million industry professionals already benefit from such flexibility, efficiency and yes, compliance. Many companies mistakenly believe that adaptation to this new demand is technically unobtainable or prohibitively expensive to implement. The reality is the technology to fully enable this is relatively simple and available today.
Everyone agrees that recordkeeping is an essential part of market integrity. It is a foundational component of any fair marketplace. Indeed, S.E.C. Chairman, Gary Gensler summarized the real issue at play: “As technology changes, it’s even more important that registrants ensure that their communications are appropriately recorded.”
The challenge arises from the “technology changes” that he highlights, yet where technology is a challenge it can also be a solution.
The right technology should offer: