Financial Services Solutions—Improve Documentation

Gain control of financial documentation by voice

Increased regulatory governance is putting more pressure on financial services professionals to create detailed, accurate reports, plans, disclosures and more. Boost documentation accuracy and productivity with Dragon Professional Group speech recognition, and meet compliance mandates while reducing costs and improving client service.

Financial services professionals face unique documentation demands


Say heavy documentation demands are limiting the amount of valuable “face time" with their clients.


Spend more than 3 hours a day writing client financial plans, regulatory filings or other documentation.


Find their financial CRM system cumbersome to use—too many clicks to navigate, and difficult to record notes.


Say that after meeting or speaking with a client, they have to create at least 1 full page of notes documenting the full detail of their conversation.

*2018 Role of Technology in Financial Documentation Compliance Survey

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Transform your documentation processes to deliver a more efficient, responsive and compliant customer experience.

Solving the financial compliance challenge

In today’s shifting regulatory environment, financial documentation plays a crucial, if unglamorous, role in meeting compliance and client service.

This eBook explores key documentation issues facing financial services professionals, with excerpts from the 2018 Role of Technology in Financial Services Documentation survey.

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Solving the financial documentation challenge

eBook: Solving the financial documentation compliance challenge

How speech recognition solutions can help financial services firms keep up with compliance and deliver a more impactful client experience.

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Learn how to improve compliance and documentation productivity

Learn how Dragon can help financial service organizations streamline documentation to meet compliance requirements and minimize risk of litigation.

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financial documentation processes.