Easily capture the detailed information needed to complete paperwork, and minimise compliance risk and improve client service – all by voice.
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.
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.
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.
Learn how to improve compliance and documentation productivity Learn how Dragon can help financial service organisations streamline documentation to meet compliance requirements and minimise the risk of litigation.
Talk to us about streamlining documentation processes within your business with Dragon speech recognition.Contact sales