Support

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

New Zealand Financial Advisers are facing significant regulatory changes due to the Financial Services Legislation Amendment Act 2019 (FSLA Act), New Zealand. This whitepaper Solving the financial documentation compliance challenges under the new regime will explore ways to meet the new requirements and better your client service.

Get our latest resources
Contact center analytics white paper for omni-channel analytics

Solving the financial documentation compliance challenges

New Zealand Financial Advisers are facing significant regulatory changes due to the Financial Services Legislation Amendment Act 2019 (FSLA Act), New Zealand. This whitepaper will explore ways to meet the new requirements and better your client service.

Get it now
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
Testimonial

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.

Featured webinar

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.

Fill out the form and view the on-demand webinar.
Check this checkbox to continue.

View our Privacy Policy and Legal Notices

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.

Contact sales

Talk to us about transforming your business with speech recognition.