Finance 2018-05-21T18:05:55+00:00

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

90% of our business is within the finance industry as our service is so secure (passing IS/IT/legal/regulatory requirements) and accurate. Moreover, we are fully conversant with the acronyms used in the industry.

References can be provided from the following departments: Retail Distribution; Wealth Management; Strategic Alliance; Broker Sales; UK & International Sales; Institutional Marketing and Sales; Business Development and Regional Sales Teams.

For more information please contact us on info@voicenotes.co.uk / 0207 117 0066 and we’d be delighted to answer any questions.

For a free 7 day trial click here.