Financial services solutions—improve documentation

Gain control of financial documentation by voice

Increased regulatory governance is putting more pressure on financial services professionals to create detailed, accurate reports, plans, disclosures and more. Boost documentation accuracy and productivity with Dragon Professional Group speech recognition, and meet compliance mandates while reducing costs and improving client service.

What financial advisors are saying about the DOL’s new fiduciary rule*

63%

Say it will increase administrative and compliance costs, such as documentation and due diligence

24%

Say they are spending one-quarter of their time on administrative activities, such as paperwork

33%+

Plan to increase use of digital-based advice technology for clients with <$100K in investible assets

*Cerulli Associates, 2016 Marketplace Advisor Metrics

Benefits

Drive better outcomes

Transform your documentation processes to deliver a more efficient, responsive and compliant customer experience.

Featured webinar

Improve financial documentation

Learn how speech recognition solutions can help improve financial documentation processes to stay competitive, compliant and mitigate risks—even in the face of increased regulatory scrutiny and expanding requirements such as the DOL’s new fiduciary rule.

Fill out the form and view the on demand webinar.

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A smart investment

Talk to us about streamlining your
financial documentation processes.