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.
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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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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Create client plans, reports, and other documents 3X faster than typing by hand.
Quickly capture client interactions, document disclosures, and create more detailed action plans.
Improve document workflows and refocus your time back to client service, not paperwork.
Reduce or eliminate reliance on administrative staff or outside transcription services.
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 nowSay 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.
Learn how Dragon helps financial service organizations streamline documentation to meet compliance, improve productivity and create a better client experience.
