Meeting Notes and Call Reports

 

Use any phone to dictate meeting notes and information you need to capture after virtual and face-to-face meetings. We transcribe meeting notes quickly so you can receive perfect transcripts back by email, fast.

Benefits

  • 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 meeting notes and eradicating inefficiencies of handwritten or incomplete notes
  • VoiceNotes’ dictation service captures meeting notes and useful information quickly using any phone 24/7
  • 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
  • You can present word-perfect emails, documents and templates ready for internal and client-facing distribution
  • Meet legal and compliance needs for audit trail and record keeping requirements (to meet MiFID II/RDR/TCF/SM&CR/Fact-Finds for example)
  • Client meeting notes are now simple to complete and cost effective

You can trust VoiceNotes because:

  • Security and confidentiality is assured with VoiceNotes’ dictation service with our GDPR and ISO 27001 processes and procedures.
  • Accuracy is editorial-grade. We transcribe meeting notes then proofread each one – every time.
  • Client service is a key strength as we communicate on a professional level handling any deadlines and client-specific requirements with confidence.
  • Our client list confirms our credibility – click to see who already uses our service.
“I find VoiceNotes really useful and time-saving for writing up client documentation.”
Curved Line Drawing
“I can now record my meeting notes as soon as I have left a meeting with a phone call, and when they are fresh in my mind. Often by the time I am back in the office my notes are typed and ready for any processing or actions. My PA used to spend valuable time typing these, and our process is now quicker. I also value the security procedures in place which are comprehensive”
Curved Line Drawing
Green Rose Financial Services Limited Logo

Jason Green, Director, Green Rose Financial Services

client meeting notes for advisors

Alex Popplewell, MD, BlackRock

“VoiceNotes saved me the 3-4 hours a week that I used to spend writing up client meetings and calls – thoroughly recommend them. Client meeting notes for advisors have never been so easy!”
Curved Drawing
“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.”
voicenotes dictation service
OakHouse Company Logo

Robin Bates, Oakhouse Financial Services

Meeting Notes

Phil Millo, Magpar LLP

“In the case of Financial Services (FCA), it provides me with a secure audit trail. I can dictate meeting notes and actions in seconds. They transcribe meeting notes very accurately so no rework is necessary. VoiceNotes’ dictation service saves so much time.”
client meeting notes for advisors

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