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.
Create 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.
Drive documentation productivity — all by voice, with the all-new Dragon Professional Individual, v15. Dictate and transcribe documents, create spreadsheets, send an email or add your own personalization, and spend less time on documentation and more time on business-critical tasks.
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Improve documentation quality, turnaround and costs and empower employees to create high-quality documentation faster and more efficiently, while saving your business time and money, with the Dragon Professional Group enterprise-ready speech recognition solution.
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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 nowLearn how Dragon helps financial service organizations streamline documentation to meet compliance, improve productivity and create a better client experience.
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.
Talk to us about streamlining documentation processes within your business with Dragon speech recognition.
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