We hope to have saved you thousands of hours writing up meeting notes and reports.
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.
7IM, Seven Investment Management
“I find VoiceNotes really useful and time-saving for writing up client documentation.”
Rathbone Brothers Plc
“We are a very happy client, so pleased to be part of the website.”
Merian Global Investors
Adrian Missen, Head of Client Development, BCP Asset Management
“Our firm began working with VoiceNotes in 2015 following a recommendation from a fellow investment Company. We now benefit from an efficient, timely and accurate capture of important client and meeting related information. Our aim was to work with a professional firm that could provide a time and cost saving tool that would allow us to work better, and that’s exactly what we got.”
Jason Green, Director, Green Rose Financial Services
“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.”
“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, MD, BlackRock
Robin Bates, Oakhouse Financial Services
“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.”
“In the case of Financial Services (FCA), it provides me with a secure audit trail.”
Phil Millo, Magpar LLP
“VoiceNotes consistently return work in well within their advertised time and to a high degree of accuracy. The quality and reliability of the service make it a pleasure to use.”
Charlie Connell, Connell Ventures
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.