21 Jul How best to capture IFA file notes & write a great IFA engagement letter
It’s not easy to keep up with all the regulation and requirements these days, but keeping good IFA file notes and sending a great IFA engagement letter to clients are two areas we can help with.
As Philip Calvert quoted in Adviser LifeTalk, “You won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners.”
We understand that there is ever-increasing pressure during the limited hours in the day to get everything done, so we have launched a service to do these time-consuming administrative file notes for you. We can even transpose the file notes into your templates.
How the service works for meeting minutes and file notes
IFA file notes are date and time-stamped, so they can be used as evidence, should the need arise, to protect you. They can serve as contemporaneous file notes, so as close as you can get to actually recording a live meeting.
Quotes from a couple of our clients
“The service has enabled me, and the other director of Oakhouse Financial Services, to maximise our time in doing file notes, doing internal memos and also being able to send emails out. It’s been invaluable in growing our business, and you guys always deliver the notes on time. So thank you very much.” Robin Bates, Oakhouse Financial Services
“VoiceNotes saved me the 3-4 hours a week that I used to spend writing up client meetings and calls – thoroughly recommend them.” – Alex Popplewell, ex-MD BlackRock/MD Hiddensee Financial
Our service is featured in Adviser LifeTalk for helping busy financial planners, advisers and IFAs.
VoiceNotes enables you to dictate meeting notes, IFA file notes, minutes, reports, client updates, etc, which are typed, proofread and emailed back to you and your support/CRM if required. Our bespoke technology delivers your information via the highest security means possible, and our expert UK-based team process your documents with accuracy and intelligence. It not only frees up your time, but you’ll also meet MiFID II regulations, which stipulate that all client meetings need to be documented.
Interested in a free 7-day trial to capture all your IFA file notes and meeting notes for the week? Please get in touch: firstname.lastname@example.org / 0207 117 0066.
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If you have any questions or comments, you can reach us at: email@example.com / 0207 117 0066 or use our contact form.