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 [...]
Senior Managers Regime involves a lot of note-taking - here's an account of why it's important and how services can help support SM&CR.
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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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
It's an important topic for us. For more details please see our post on LinkedIn. https://www.linkedin.com/feed/update/urn:li:activity:6455708264440176640
VoiceNotes & Adviser LifeTalk - September, 2018 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 and recommendation letters, file notes, checking typos in reports and newsletters, entering client data [...]