Improve documentation productivity, compliance, and client service
Join the thousands of financial advisors who are using Dragon Speech Recognition solutions to create more detailed, accurate financial documentation to improve compliance, increase productivity and deliver better client service—by voice.
Solutions
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Dragon Professional Individual
Drive documentation productivity—all by voice, with Dragon Professional Individual, v15. Dictate and transcribe documents, create spreadsheets, send an email or add your own personalization, and spend less time on documentation and more time on business-critical tasks.
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Dragon Professional Group
Improve documentation quality, turnaround and costs and empower employees to create high-quality documentation faster and more efficiently, while saving your business time and money, with the Dragon Professional Group enterprise-ready speech recognition solution.
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Benefits
A smart investment
Improve financial documentation
Create client plans, reports, and other documents 3X faster than typing by hand.
Improve compliance
Quickly capture client interactions, document disclosures, and create more detailed action plans.
Deliver better client service
Improve document workflows and refocus your time back to client service, not paperwork.
Reduce time and costs
Reduce or eliminate reliance on administrative staff or outside transcription services.
Role of technology in financial services
With an increase in reporting and paperwork demands and a shifting environment where clients expect more personalized services, it’s not surprising that financial professionals want agile tools to help meet these demands. Our second annual Role of Technology in Financial Documentation Compliance Survey looks at the impact to Financial Services on both back-end tasks like documentation, as well as front-of-the-house activities, such as client service.
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Infographic: Role of technology in financial documentation
Financial advisors seek automated tools to help improve documentation productivity, compliance, and client service.
Get it now(pdf. Open a new window)Financial advisors want solutions to help address customer-facing
and back-office tasks
39%
Of respondents agree that the use of automated tools help both customer-facing and back-office administrative tasks within their firms.
40%
Over 40% of respondents say their documentation demands (as a result of compliance) have increased over the past 12-months, driving them to seek new solutions.
50%
Even with growth in automation, over 50% of respondents remain neutral or not satisfied with their firms’ use of technology to automate reporting and client service.
88%
Of advisors say mastering “soft-skills” like communication and time-management will become more important to productivity than technical knowledge of financial products.
Featured webinar
Learn how Dragon helps financial service organizations streamline documentation to meet compliance, improve productivity and create a better client experience.
