Helping you achieve compliance throughout your customer journey.
VoiceNotes is a service that allows professionals to dictate client information, meeting notes and calls which are then transcribed, proofread and emailed back enabling banks and investment/asset management companies worldwide to:
Optimise sales efficiency by having critical information captured and follow-up actions for front and back office set instantly, shortening the sales life cycle
Increase productivity and save time by eliminating time spent writing up notes and eradicating inefficiencies of handwritten or incomplete notes
Improve client confidence through having detailed notes, regardless of whether the account changes hands
Meet CRM targets as information can easily be entered onto CRM systems
Meet legal and compliance needs for audit trail and record keeping requirements (MiFID II/RDR/TCF/SM&C/Fact-Finds)
Present word-perfect emails, documents and templates ready for internal and client-facing distribution
In the past couple of years we have seen a dramatic uptake from HR and Legal departments to transcribe interviews, development reviews and Senior Manager meetings. They trust VoiceNotes because:
Accuracy is the highest in the industry as we only work with financial service clients.
Client service is a key strength as we communicate on a professional level handling any deadlines and client-specific requirements with confidence.
“I find VoiceNotes really useful and time-saving for writing up client documentation.”
“I can now record my meeting notes as soon as I have left a meeting with a phone call, and when they are fresh in my mind. Often by the time I am back in the office my notes are typed and ready for any processing or actions. My PA used to spend valuable time typing these, and our process is now quicker. I also value the security procedures in place which are comprehensive”
Jason Green, Director, Green Rose Financial Services
Alex Popplewell, MD, BlackRock
“VoiceNotes saved me the 3-4 hours a week that I used to spend writing up client meetings and calls – thoroughly recommend them.”
“The service has enabled me, and the other director of Oakhouse Financial Services, to maximise our time in doing file notes, doing internal memos and also being able to send emails out. It’s been invaluable in growing our business and you guys always deliver the notes on time. So thank you very much.”
Robin Bates, Oakhouse Financial Services
Phil Millo, Magpar LLP
“In the case of Financial Services (FCA), it provides me with a secure audit trail.”