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.
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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Streamline financial documentation tasks to improve overall compliance, efficiency and service.
Dictate notes or reports into a digital voice recorder while information is still fresh in your mind. Dragon will transcribe the audio files into text – instantly – when you connect to your desktop computer.
Complete documents faster than ever by voice. Dragon is 3 times faster than typing and up to 99% accurate right out-of-the-box.
Flexible volume licence programmes and central user administration make it easy to deploy and manage Dragon across your business.
Customise words for accurate recognition of the industry terms, acronyms or personal preferences you use every day.
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.
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