Solving the financial documentation challenge

Solving the financial documentation challenge.

Like their counterparts in many other industries, financial services has undergone a rapid transformation as advances in technology, from cloud computing, Artificial Intelligence (AI) and machine learning to automation through digitally-based systems like robo-advisors. This has impacted traditional business models, particularly when it comes to how they operate and deliver services to consumers.

Download this eBook to explore how Financial documentation plays a crucial—if unglamorous—role in meeting compliance regulations and client service. The need for financial advisors to document client meetings, take notes, and prepare disclosures clearly and accurately to better meet governance, while also improving their relationships with customers, is underscored in the 2018 Role of Technology in Financial Services Documentation survey commissioned by Nuance Communications.

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