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.
(pdf. Open a new window)
Infographic: Role of technology in financial documentation(pdf. Open a new window)
Financial advisors seek automated tools to help improve documentation productivity, compliance, and client service.
Get it now(pdf. Open a new window)Benefits
A smart investment
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.
Meet our professional productivity solutions
Save time and cut costs with highly scalable, professional‑grade AI speech recognition that integrates seamlessly into enterprise workflows. Easily deployed and “always latest,” this robust, cloud‑hosted productivity tool is optimized for thin‑client and virtualized environments.
Professional‑grade and highly customizable, our robust speech recognition solution delivers optimal accuracy while creating 3x faster documentation and streamlining repetitive steps.
Extend Dragon's range with our cloud‑hosted, professional‑grade mobile dictation solution. Compatible with iOS and Android devices, Dragon Anywhere Mobile can be purchased individually or is added to Dragon Professional Anywhere at no additional cost.
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.
Resources
- Financial Services need to meet the challenge of digital transformation(Open a new window)
- Why better documentation can help improve financial compliance(Open a new window)
- Poor documentation is risky business for financial services(Open a new window)
- Improve compliance with accurate documentation(Open a new window)
- The race to go digital in financial services(Open a new window)
- Financial advisors look to balance using technology and client service(Open a new window)