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.
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 nowCreate client plans, reports, and other documents 3X faster than typing by hand.
Quickly capture client interactions, document disclosures, and create more detailed action plans.
Improve document workflows and refocus your time back to client service, not paperwork.
Reduce or eliminate reliance on administrative staff or outside transcription services.
Save your organization time and money with Dragon Professional Anywhere, AI-powered speech recognition that integrates into enterprise workflows.
Drive productivity at work and create and transcribe documents, short-cut repetitive steps—by voice
Complete documents wherever work takes you with the cloud‑based, professional‑grade mobile dictation solution
Empower financial, wealth management and investment advisors to keep up with documentation demands even when they are away from their desk. Easily integrate Nuance's cloud-based, professional-grade mobile dictation solution, Dragon Anywhere Group, 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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