Financial Transcription Improves Operational Efficiency

Dictating meeting notes and information for VoiceNotes to transcribe will save you time and admin.


As a result, you’ll receive perfect transcripts for your own recall, to forward to clients and meet compliance needs.


Our financial transcription service is simple to use:



1. Use any phone, any time, to dictate any information you need to capture.


  • No additional technology or apps are needed.


2. Transcriptions are emailed back the same day.


  • Most financial teams use the service for summaries of client meetings/calls and next steps. However, any other information, such as internal meetings, client letters, file reports can be called in to us. In fact, anything at all that you need to document in writing.



Join our clients:





What it costs:


  • For most wealth managers, investment managers, financial planners and IFAs it’s a fixed monthly fee for all their notes, meetings and information they need to capture.
  • However, often companies want to work in their bespoke way. Please do contact us to discuss what you need.
  • We understand it’s frustrating to not see transparent pricing. Therefore, here is our rate card.



Benefits for you using a financial transcription service:


  • Increased productivity and operational efficiencies – accurate transcripts can be delivered within the hour.
  • Client meetings and summary of calls recorded for your own recall or for compliance.
  • Next steps from meetings can be documented efficiently and sent to sales support to action.
  • Emails, notes and file reports are word-perfect and ready for you to send on to clients. Furthermore, you have the reassurance that there will be no grammatical errors.
  • Management can have visibility of client meetings – monthly MI reporting.
  • Our team can also transpose information onto bespoke templates for compliance/MiFID II/Know Your Customer/TCF requirements, if required.


Why choose VoiceNotes for your financial transcription:


  • Firstly, we are the only transcription company who specialise in financial transcription.
  • Secondly, we are ISO 27001 accredited, ensuring data is kept safe in the UK and confidential at all times.
  • Thirdly, error-free documents are guaranteed because each sound file is first transcribed, then proofread by our permanent in-house team dedicated to your account.
  • Because of the above, we deliver transcripts the same day and have confidence in our confidentiality due to employing our own staff.
  • You will have a dedicated account manager.
  • Everything is date/timestamped for legal and compliance auditing.
  • We have over a decade’s experience with financial services, including  FTSE 100 companies, SMEs and individuals.
  • Our UK-based, permanent team of editorial-grade transcriptionists and proofreaders, experts in financial transcription, then turn around transcripts – fast.
  • Free meeting note templates are available.
  • If required, we are also able to engage a dedicated transcription team to work on your account only – please contact us to discuss.


Other services for the finance sector:


  • We also transcribe multi-person calls and meetings. For instance, senior manager, investment committee, board and online meetings (Zoom/Teams etc).
  • Our proofreading and copy-editing team can perfect pre-written content from only £12 + VAT per 1,000 words. As a result, all documents are presented perfectly.



Our secure dictation, financial transcription and proofreading services have been designed to meet the confidentiality and exacting standards of accuracy that the financial sector needs.


Financial Transcription Requires Security And Accuracy

Please get in touch with any questions or to start your FREE trial – / 0207 117 0066.