VoiceNotes provides a service for professionals to dictate meeting notes, minutes, reports, emails and client updates, which are then transcribed, proofread and emailed back securely to the originator, meeting attendees, sales support, CRM system and/or entered into company Fact-Find/TCF templates.
We enable asset managers, wealth managers and banks to save time, capture key insights from meetings and improve operational efficiencies in eliminating the hindrance of frustrating information gaps – as well as helping transparency and regulatory requirements in line with Retail Distribution Review/Senior Managers Regime/MiFID II. Moreover, marketing divisions can rely on VoiceNotes to ensure the quality of a business’s operations is reflected in the production of well-phrased, grammar-perfect copy – every time.
As part of MiFID II, the FCA has confirmed that advisers will either have to record or take notes from any phone calls and face-to-face meetings with clients that are “intended to result in a transaction being undertaken”. VoiceNotes meets this need while delivering time saving and productivity benefits to the teams using the service. With one call we can help you achieve compliance through the customer journey.
We launched our company in London in 2007. Our service is used by many client facing, sales, marketing and internal teams within the industry (references can be provided). We are secure and accurate and have a 10-year track record of meeting IS, IT and data protection regulations.