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.
Document clear, specific, and transparent client action plans and disclosures 3x faster, at the office or while visiting clients—all by voice.
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.
With an increase in reporting and paperwork demands and a shifting environment where clients expect more personalized services, it’s not surprising that financial professionals want agile tools to help meet these demands. Our second annual Role of Technology in Financial Documentation Compliance Survey looks at the impact to Financial Services on both back-end tasks like documentation, as well as front-of-the-house activities, such as client service.
Infographic: Role of technology in financial documentation
Financial advisors seek automated tools to help improve documentation productivity, compliance, and client service.
Get it nowIn 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 now
