VoiceNotes: a helping hand in a world where regulation is becoming stricter

VoiceNotes: Reg ‘tech’ with a face In a world where regulation is becoming stricter, we could all do with a helping hand, and there are many companies, services, products and tools for the job, including us. However, we have something extra to offer. VoiceNotes may not strictly be a piece of ‘technology’ – a [...]

VoiceNotes: a helping hand in a world where regulation is becoming stricter 2018-03-12T12:34:47+00:00

How VoiceNotes is working for IFAs, Financial Planners & Paraplanners

VoiceNotes goes live with Adviser LifeTalk - September, 2018 VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners… How many hours a week do you spend on client meeting notes, engagement and recommendation letters, file notes, checking typos in reports and newsletters, entering client data [...]

How VoiceNotes is working for IFAs, Financial Planners & Paraplanners 2018-09-19T08:43:18+00:00

VoiceNotes achieves ISO 27001 certification, and why it’s important.

VoiceNotes recently achieved ISO 27001:2013 certification. We are pleased to be able to share this, as it demonstrates our continued commitment to the security of our systems, processes and customer data. When looking for a transcription partner, the security of your data should be of paramount importance. ISO 27001 is an internationally recognised, definitive [...]

VoiceNotes achieves ISO 27001 certification, and why it’s important. 2018-03-12T12:34:17+00:00

MiFID II: How can firms meet recording requirements?

As is often the case with sequels, MiFID II is more ambitious, more expansive and arguably more confusing than its predecessor. However, with the January 2018 deadline fast approaching, firms throughout the financial sector are putting the necessary strategies in place to meet MiFID II's increased compliance requirements, which aim to safeguard market quality, [...]

MiFID II: How can firms meet recording requirements? 2018-03-12T12:35:03+00:00

Why Sales Teams Love VoiceNotes

We’re the best service when it comes to capturing those thoughts on the spur of a moment or details of a meeting. Most businesses need a record of their meetings for compliance purposes. Instead of scrambling for a scrap of paper to jot down notes or getting their secretary who’s already snowed under with [...]

Why Sales Teams Love VoiceNotes 2018-03-12T12:35:19+00:00