Dragon financial services documentation solutions

Faster, more accurate financial documentation

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

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 customers satisfied.

Solving the financial documentation challenge

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 Role of Technology in Financial Services Documentation survey.

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eBook: Solving the documentation challenge

Download this eBook to explore how Financial documentation plays a crucial role in meeting compliance regulations and client service.

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Put Dragon to work

A smart investment for compliance and documentation productivity

Documentation that makes business sense
Streamline transcription needs
Speed through documentation
Easy deployment for business
Boost efficiency with customisation

Hear what Dragon users have to say

Tony Gillett is a financial planner with over 35 years'
experience in his field. Before using Dragon,
his biggest challenge at work was accurate documentation
and the time taken with administrative work.

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.