10 Jul Senior Managers Regime
VoiceNotes offers the solution to meet the record-keeping requirements of documenting meetings for Senior Managers Regime, but don’t just take our word for it – see the article we wrote...
Author: Kirstie White
10 Jun Meeting Minutes for MiFID II
The FCA amended its proposal to require advisers to tape telephone calls under MiFID II by saying they can also make a written note of the conversation. VoiceNotes delivers the...
07 Jun Voicenotes in The Financial Times
Senior Manager Responsibilities involve a lot of note-taking. The latest signpost on the financial industry’s road to greater transparency and accountability for senior manager responsibilities is the extension of the Senior...
10 Feb Work For Good – the smart way to donate
Work For Good provides a smart way for businesses to give to the causes that they care about. This platform builds giving into your day to day work, for the...
03 Jan Contemporaneous file notes as evidence
A detailed, contemporaneous file note should be made of all verbal discussions with clients. File notes can be one of the most important documents in the event of a dispute or...
10 Oct Supporting World Mental Health Day
It’s an important topic for us. For more details please see our post on LinkedIn. ...
10 Sep VoiceNotes goes live with Adviser LifeTalk
VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners… How many hours a week do you spend on client meeting notes, engagement...
02 Aug LinkedIn Proofreading Service
The generation-spanning grip of social media’s influence on our daily interactions shows no signs of loosening. In the working community, while we are perhaps less likely to be lured by...
10 Jul VoiceNotes at the FS Forum
VoiceNotes was delighted to attend the Financial Services Forum’s event at Spital Square on the 5th October, where we spent time with marketing professionals within the financial sector. The core business...
10 Jul The Lord Mayor’s City Giving Day
City Giving Day is one day in the year when businesses can unite to celebrate and showcase their charitable and volunteering efforts with employees, clients, suppliers and the public. “When you...
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