Financial Services Solutions—Improve Documentation

Gain control of financial documentation

Join the thousands of financial advisors who are using Dragon Speech Recognition solutions to create more detailed, accurate financial documentation to improve compliance, increase productivity and deliver better client service—by voice.


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Dragon Professional Individual

Drive documentation productivity—all by voice, with Dragon Professional Individual, v15. Dictate and transcribe documents, create spreadsheets, send an email or add your own personalization, and spend less time on documentation and more time on business-critical tasks.

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Dragon Professional Group

Improve documentation quality, turnaround and costs and empower employees to create high-quality documentation faster and more efficiently, while saving your business time and money, with the Dragon Professional Group enterprise-ready speech recognition solution.

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Solving the financial compliance challenge

In today’s shifting regulatory environment, financial documentation plays a crucial, if unglamorous, role in meeting compliance and client service.

This eBook explores key documentation issues facing financial services professionals, with excerpts from the 2018 Role of Technology in Financial Services Documentation survey.

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Solving the financial documentation challenge

eBook: Solving the financial documentation compliance challenge

How speech recognition solutions can help financial services firms keep up with compliance and deliver a more impactful client experience.

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Financial services professionals face unique documentation demands


Say heavy documentation demands are limiting the amount of valuable “face time" with their clients.


Spend more than 3 hours a day writing client financial plans, regulatory filings or other documentation.


Find their financial CRM system cumbersome to use—too many clicks to navigate, and difficult to record notes.


Say that after meeting or speaking with a client, they have to create at least 1 full page of notes documenting the full detail of their conversation.

*2018 Role of Technology in Financial Documentation Compliance Survey

Featured webinar

Learn how Dragon helps financial service organizations streamline documentation to meet compliance, improve productivity and create a better client experience.

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