Dragon financial services documentation solutions


Improve productivity, compliance, and client service

Join the thousands of financial advisors who are using Dragon speech recognition solutions to create more detailed, accurate financial documentation to improve compliance, increase productivity and deliver better client service—by voice.

Role of technology in financial services

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.

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Infographic: Role of technology in financial documentation

Financial advisors seek automated tools to help improve documentation productivity, compliance, and client service.

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Improve enterprise mobility

Improve documentation and reporting for your mobile workforce

Empower field workers, lawyers, social workers, insurance adjusters, public safety officers, and other professionals to keep up with documentation demands even when they are away from their desks. With Dragon Anywhere you can easily integrate our cloud‑based, professional‑grade mobile dictation solution into your mobile documentation workflow and enable mobile professionals to complete documentation requirements in real‑time—by voice—via iOS and Android smartphones and tablets.

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