Financial Services Solutions—Improve Documentation

Gain control of financial documentation by voice

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.

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What financial advisors are saying about the DOL’s new fiduciary rule*

63%

Say it will increase administrative and compliance costs, such as documentation and due diligence

24%

Say they are spending one-quarter of their time on administrative activities, such as paperwork

33%+

Plan to increase use of digital-based advice technology for clients with <$100K in investible assets

*Cerulli Associates, 2016 Marketplace Advisor Metrics

Benefits

Drive better outcomes

Transform your documentation processes to deliver a more efficient, responsive and compliant customer experience.

Capture client plan specificity

Document clear, specific, and transparent client action plans and disclosures with greater speed—all by voice—at the office or while visiting clients.

Improve records management

Capture and maintain detailed financial documentation to meet regulatory compliance efforts and minimizes potential risks.

Drive operational efficiency

Streamline your entire documentation process for improved client service, higher productivity and reduced costs.

Solving the financial documentation challenge

In today’s shifting regulatory environment financial services firms need to increase focus on documentation to meet expanding compliance and governance requirements, while delivering a cost-efficient, responsive and compliant customer experience.

This paper explores how speech recognition solutions improve documentation efficiency, mitigate risk, and improve the client experience.

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Solving the financial documentation challenge

White paper: Solving the financial documentation challenge

How speech recognition solutions help financial services firms meet compliance mandates while reducing costs and improving client service.

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Featured webinar

Learn 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.

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Put Dragon to work

A smart investment

Improve financial documentation

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.

Capture client notes anytime, anywhere

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.

Deliver exceptional client service

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.

Reduce risk and improve compliance

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.

Customize for the way you work

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.

Realize value across the enterprise

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.

Talk to us about streamlining your
financial documentation processes.

Call us at 1-866-748-9536  or  Contact us to schedule a demo