VoiceNotes is a service that allows professionals to dictate client information, meeting notes and calls which are then transcribed, proofread and emailed back enabling banks and investment/asset management companies worldwide to:
- Optimise sales efficiency
- Save time
- Meet sales targets
- Update CRM systems
- Adhere to regulatory (audit trail/RDR/TCF/Senior Managers Regime) requirements
- Organise information into custom templates for KYC/TCF/Fact-Find requirements
90% of our business is within the finance industry as our service is so secure (passing IS/IT/legal/regulatory requirements) and accurate. Moreover, we are fully conversant with the acronyms used in the industry.
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.