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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(pdf. Open a new window)
Financial advisors seek automated tools to help improve documentation productivity, compliance, and client service.
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Improve financial documentation
Create client plans, reports, and other documents 3X faster than typing by hand.
Improve compliance
Quickly capture client interactions, document disclosures, and create more detailed action plans.
Deliver better client service
Improve document workflows and refocus your time back to client service, not paperwork.
Reduce time and costs
Reduce or eliminate reliance on administrative staff or outside transcription services.
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Complete documents wherever work takes you with the cloud‑based, professional‑grade mobile dictation solution
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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
Datasheets
What’s next blog
- 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)