Loading...
Finance 2017-12-20T12:56:24+00:00

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.