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 services firms need to increase focus on documentation to meet expanding compliance and governance, while delivering a cost-efficient, responsive and compliant customer experience. This white paper explores how.
White paper: Solving the financial documentation challenge
Learn how speech recognition solutions help financial services firms meet compliance mandates while reducing costs and improving client service.
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