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.
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.
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.
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.
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