FINANCIAL SERVICES
A thriving financial services business depends on a strong compliance culture
Now more than ever, financial institutions must improve their record-keeping and data management systems to ensure systemic failures don’t continue.
Ensure compliance across your entire data corpus
In recent years, we’ve seen some financial services companies lack the record-keeping rigour to easily produce records of how decisions support the best interests of the customer. RecordPoint helps you understand all your data, even data within licensee systems, so you can make better data-driven decisions.
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Mitigate risk by making better data migration, privacy and minimization decisions
Financial Services are highly regulated, so the more you minimize risk the easier it is to avoid significant penalties and reputational damage. Once you have a continuous data inventory and categorization process in place with RecordPoint, you can make better decisions on data migration, minimization, and privacy.
Maintain Business Productivity with Manage-in-place Architecture and AI
Our unique manage-in-place architecture reduces the recordkeeping burden on end users. Combined with our AI and ML capabilities for automated classification and Personally Identifiable Information (PII) signaling, RecordPoint helps drive operational efficiencies across your financial services business.
We understand your complex regulatory environment
Our expert teams in the United States, the United Kingdom and Australia are well versed in the legislative obligations, policy requirements, or best practice to help you manage the regulatory obligations of your agency.
Australia
United States
Europe & United Kingdom
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Bank of New Zealand adopts the RecordPoint Data Trust Platform to drive compliance
Recently adopting the RecordPoint platform BNZ has benefited from improved data classification, management, and retention capabilities across an array of systems and information platforms. This will improve the organization’s compliance and privacy posture while driving enhanced productivity and collaboration capabilities for all staff.
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