Dragon financial services documentation solutions

Faster, more accurate financial documentation

Easily capture the detailed information needed to complete paperwork, and minimize compliance risk and improve client service – all by voice.

Learn how to improve financial documentation compliance and productivity.

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Improve financial documentation

Balance paperwork demands and regulatory compliance efforts

Busy financial service professionals face significant paperwork challenges. Increased regulations mean more scrutiny towards document compliance. There is a better way. Improve overall efficiency using Dragon speech recognition, and create detailed financial documents—all by voice. All while keeping satisfied customers.

Role of technology in financial documentation compliance

Increased regulations require significant demands and standards for maintaining thorough and timely reports, disclosures, and client notes. According to the results of a national survey of financial services professionals, this has placed added time, pressure and costs on advisors as they work to meet compliance and mitigate risk.

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Solving the financial documentation challenge

Infographic: Role of technology in financial documentation compliance.

What financial services professionals say about the increased emphasis on compliance and the impact to documentation, productivity and client service.

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Put Dragon to work

A smart investment for compliance and documentation productivity

Documentation that makes business sense
Documentation that makes business sense.

Streamline financial documentation tasks to improve overall compliance, efficiency and service.

Maximize on-the-go productivity
Maximize on-the-go productivity.

Get paperwork done anywhere with the new professional-grade dictation app, Dragon Anywhere. Dictate and edit documents by voice on your mobile device.

Speed thru documentation
Speed thru documentation.

Complete documents faster than ever by voice. Dragon is 3X faster than typing and up to 99% accurate right out-of-the-box.

Streamline transcription needs
Streamline transcription needs.

Dictate notes or reports into a digital voice recorder while information is still fresh in your mind. Dragon will transcribe the audio files into text—instantly—when you connect to your desktop computer.

Boost efficiency with customization
Boost efficiency with customization.

Customize words for accurate recognition of the industry terms, acronyms, or personal preference you use every day.

Easy deployment for business
Easy deployment for business.

Flexible volume license programs and central user administration make it easy to deploy and manage Dragon across your business.

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Learn how to improve compliance and documentation productivity

Learn how Dragon can help financial service organizations streamline documentation to meet compliance requirements and minimize risk of litigation.

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Improve enterprise mobility

Improve documentation and reporting for your mobile workforce

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.

Enterprise deployment

Deploy and manage Dragon across your business for maximum impact

Talk to us about streamlining documentation processes within your business with Dragon speech recognition.

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Talk to us about transforming your business with speech recognition.

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