VoiceNotes at the FS Forum

VoiceNotes @ The Financial Services Forum 2017 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 proposition that - over our 10-year history - has secured VoiceNotes' reputation as the go-to resource [...]

VoiceNotes at the FS Forum 2018-03-12T12:31:01+00:00

VoiceNotes: a helping hand in a world where regulation is becoming stricter

VoiceNotes: Reg ‘tech’ with a face In a world where regulation is becoming stricter, we could all do with a helping hand, and there are many companies, services, products and tools for the job, including us. However, we have something extra to offer. VoiceNotes may not strictly be a piece of ‘technology’ – a [...]

VoiceNotes: a helping hand in a world where regulation is becoming stricter 2018-03-12T12:34:47+00:00

Free template for advisers to use after client meetings to meet MiFID II regulations

Advisers need to write up face-to-face meetings with clients to meet new regulations under MiFID II. Many advisers, financial planners and planning assistants don’t have the time or inclination to write up meetings notes, and that’s where our service is proving useful, not only in saving them time/having a good deck of client notes [...]

Free template for advisers to use after client meetings to meet MiFID II regulations 2018-03-12T14:44:26+00:00

VoiceNotes achieves ISO 27001 certification, and why it’s important.

VoiceNotes recently achieved ISO 27001:2013 certification. We are pleased to be able to share this, as it demonstrates our continued commitment to the security of our systems, processes and customer data. When looking for a transcription partner, the security of your data should be of paramount importance. ISO 27001 is an internationally recognised, definitive [...]

VoiceNotes achieves ISO 27001 certification, and why it’s important. 2018-03-12T12:34:17+00:00

MiFID II: How can firms meet recording requirements?

As is often the case with sequels, MiFID II is more ambitious, more expansive and arguably more confusing than its predecessor. However, with the January 2018 deadline fast approaching, firms throughout the financial sector are putting the necessary strategies in place to meet MiFID II's increased compliance requirements, which aim to safeguard market quality, [...]

MiFID II: How can firms meet recording requirements? 2018-03-12T12:35:03+00:00