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Dragon for Financial Services

Improve financial documentation compliance

Financial services professionals need to place more scrutiny towards documentation compliance as a result of increased regulations within the industry. With Dragon speech recognition, you can easily capture information to create more detailed, accurate reports, plans, and disclosures to minimize risk, while improving client service – all by voice.

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Role of technology in financial documentation compliance

According to the results of a national survey of financial services professionals, increased regulations have placed significant demands for maintaining thorough and timely reports, disclosures, and client notes. This infographic explores the added time, pressure and costs to advisors as they work to meet compliance and mitigate risk.

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Solving the financial documentation challenge

Infographic: Role of technology in financial documentation compliance.

Find out what financial services professionals say about the increased emphasis on compliance and the impact on documentation, productivity and client service.

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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 documentation processes.