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 into templates etc.?
We understand that there is ever-increasing pressure on hours in the day to get everything done, so we have launched a service to do these time-consuming administrative chores for you.
How the service works:
Dictation/transcription: You dictate the notes from any phone then hang up. We type, proofread and return them by email. It’s very straightforward and saves hours.
Proofreading: Email us your written content (newsletters, link to a website, reports) and we’ll proofread and suggest amendments. We guarantee you’ll have professionally polished documents for clients.
“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
“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, ex-MD BlackRock/MD Hiddensee Financial
LifeTalk Member Offer: A two-week free trial (usually one week) to put us to the test!
To take advantage of any or all of the above, just contact us on firstname.lastname@example.org / 0207 117 0066 to discuss the service with one of the team.
How VoiceNotes helps to meet MiFID II record-keeping regulations
Advisers need to write up face-to-face meetings with clients to meet new regulations under MiFID II.
Many advisers, financial planners and planning assistants don’t have the time or inclination to write up meetings notes, and that’s where our service is proving useful, not only in saving them time/having a good deck of client notes to refer to, but also meeting MiFID II requirements.
Below is a FREE template of what needs to be written up or dictated to us:
(i) the date and time of the meeting;
(ii) the location of the meeting;
(iii) the identity of the attendees;
(iv) the initiator of the meetings;
(v) relevant information about the client order including the price, volume, type of order and when it shall be transmitted or executed.
The FCA have said the above is the minimum information needed under the EU rules, but in addition, the note should capture all the main points of the full conversation that are relevant to the order.
How to use VoiceNotes to capture meeting notes:
After a call or meeting, just dial a dedicated number from any phone, dictate the note, and hang up. Notes are processed, proofread and emailed back, word-perfect. No equipment is needed or IT set-up required. All notes are time and date-stamped, enabling them to be as contemporaneous as they can be versus recording the actual meeting, which isn’t always practical.
For more information please contact us on email@example.com / 0207 117 0066 and we’d be delighted to answer any questions.