Increased regulatory governance is putting more pressure on financial services professionals to create detailed, accurate reports, plans, disclosures and more. Boost documentation accuracy and productivity with Dragon Professional Group speech recognition, and meet compliance mandates while reducing costs and improving client service.
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.
Transform your documentation processes to deliver a more efficient, responsive and compliant customer experience.
Document clear, specific, and transparent client action plans and disclosures with greater speed—all by voice—at the office or while visiting clients.
Capture and maintain detailed financial documentation to meet regulatory compliance efforts and minimizes potential risks.
Streamline your entire documentation process for improved client service, higher productivity and reduced costs.
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.
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.
Get it nowLearn how to improve compliance and documentation productivity
Learn how Dragon can help financial service organizations streamline documentation to meet compliance requirements and minimize risk of litigation.
Speed creation of more detailed, accurate client plans, reports, disclosures, and other documentation and boost efficiency, while reducing compliance risk. Dragon lets you dictate 3x faster than typing with up to 99% accuracy—right out of the gate.
With the ability to use Dragon solutions across devices—from the desktop to smartphones and tablets, accurately capture client notes, reports and more from anywhere. Use Dragon Professional Group on the desktop or sync with the Dragon Anywhere Group, professional-grade mobile dictation solution.
Improve document workflows so you can focus on what really counts—providing a personalized and impactful client experience. Instantly capture notes, document disclosures, and create clear, customized client action plans to deliver greater value and nurture long-term relationships built on trust and transparency.
Meet expanding compliance and governance mandates with the ability to quickly capture client interactions, document disclosures, and create detailed action plans. Record asset chain-of-custody and keep up with regulatory reporting to mitigate compliance risks.
Easily customize words for accurate recognition of client names, financial acronyms, investment products, and business-specific terms you use every day. Create templates and voice shortcuts to complete documentation quickly and easily.
Extend the benefits of Dragon to financial advisors enterprise-wide. Flexible volume license programs and centralized user administration make it easy to deploy and manage Dragon for significant productivity gains and bottom-line results.
