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.

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.

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.

Get our latest resources
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.

Get it now

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.

Fill out the form below to register:

Put Dragon to work

A smart investment

Talk to us about streamlining your
financial documentation processes.