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Finance 2018-07-05T11:07:57+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 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 notes and eradicating inefficiencies of handwritten or incomplete notes
  • 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
  • Meet legal and compliance needs for audit trail and record keeping requirements (MiFID II/RDR/TCF/SM&C/Fact-Finds)
  • Present word-perfect emails, documents and templates ready for internal and client-facing distribution

“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”. Jason Green, Director, Green Rose Financial Services

“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

“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.”  Robin Bates, Oakhouse Financial Services

“In the case of Financial Services (FCA), it provides me with a secure audit trail.” Phil Millo, Magpar LLP

“After I meet a client I call in a summary so I can remember all the details for the next time I see them. Perfect.” Nick Tsiougos, MD, Stonelink International

 

       

 

 

We built our business for clients in 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.

For a free 7 day trial click here.

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

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