Senior Manager Regime takes up a lot of time – July 2019

VoiceNotes offers the solution to meet SM&CR's record-keeping requirements of documenting meetings, but don't just take our word for it - see the article we wrote in the FT. SM&CR Writing up minutes of board and senior manager meetings takes time, but is necessary for good governance. VoiceNotes provides a simple, secure and cost effective [...]

Senior Manager Regime takes up a lot of time – July 2019 2019-07-02T10:15:55+00:00

Why record-keeping & note-taking for MiFID II is important – June 2019

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. They added the regulation that all face-to-face meetings also needed to have a written note. VoiceNotes delivers the solution by documenting all calls and face-to-face meetings in minutes. It’s [...]

Why record-keeping & note-taking for MiFID II is important – June 2019 2019-06-27T14:50:07+00:00

Our New Newsletter – June 2019

It's finally launched! To subscribe to our newsletter to receive the latest updates and offers just click here: SUBSCRIBE ME NOW Welcome.

Our New Newsletter – June 2019 2019-06-04T09:48:37+00:00

10 Top Tips from the VoiceNotes team – May 2019

Here are our top tips to get the most value out of VoiceNotes: 1. Record all meeting/trip notes and call reports, to capture all salient conversation points while they are still fresh in the mind. 2. Want to remind yourself of a task/follow-up when you get back to your desk? Tell VoiceNotes when to send [...]

10 Top Tips from the VoiceNotes team – May 2019 2019-05-20T13:50:53+00:00

File Notes – Why Are They Increasingly Time Consuming? – March 2019

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 [...]

File Notes – Why Are They Increasingly Time Consuming? – March 2019 2019-03-19T10:11:25+00:00

Work For Good – the smart way for businesses to donate to worthy causes – February, 2019

Work For Good provide 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 good of both charities and your business. Our pledge is that we will donate the first £50 from any new client who has been [...]

Work For Good – the smart way for businesses to donate to worthy causes – February, 2019 2019-03-19T10:18:10+00:00

Why outsourcing file notes increases productivity – January 2019

In an ideal world, we’d all diligently write up our meeting notes. However, there simply isn’t enough time. We offer a secure service to dictate meeting notes, minutes and reports. We transcribe them and return by email. It’s simple to use, meets the security necessary for the financial sector, and increases productivity by saving 3-4 [...]

Why outsourcing file notes increases productivity – January 2019 2019-01-24T17:12:00+00:00

Contemporaneous file notes needed as evidence – January, 2019

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 query with a client. A typical client complaint will involve some element of dispute in relation to the verbal discussions between the adviser and [...]

Contemporaneous file notes needed as evidence – January, 2019 2019-01-17T14:50:58+00:00