Writing up file notes is becoming increasingly time consuming – what options are available to help?
VoiceNotes is the market leader in the transcription and proof-reading of outsourced file notes and reports for Financial Planners and IFAs – saving them on average 3-4 hours a week.
VoiceNotes saves you valuable time and allows you to capture meeting notes while they are fresh in your mind, but it’s not all about efficiency and productivity – the transcribed notes also serve as evidence of your compliance with MiFID II record-keeping regulations from face-to-face meetings and calls.
How the service works: You dictate the notes from any phone then hang up. We type, proofread and return them by email. It’s very straightforward and saves hours. No new technology needed. They can be straightforward meeting notes or notes you want us to transpose into a template (for example, Fact-Finds/TCF forms).
Confidentiality: We only provide this service to the financial sector and have been approved and are used by institutional banks, investment firms and IFAs. We have an ISO97001 certification and are GDPR compliant.
LifeTalk Member Offer: A two-week free (no-obligation) trial to put us to the test
LifeTalk Member Offer: Free template of what you should be noting down from client meetings to meet MiFID II
To ask a question or start the free trial, contact Kirstie, Ben or one of the team on:
0207 117 0066