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Financial & Insurance Services

Dragon Professional Social ServicesToday’s investment advisors operate in a uniquely challenging business environment. In addition to facing growing compliance requirements and regulatory demands, they are confronted with the rising cost of doing business in an increasingly competitive industry.

Effective compliance is critical to an investment advisor’s practice. It not only facilitates a productive, efficient, and transparent client-advisor relationship, but it also mitigates legal and regulatory issues that could lead to significant fines and/ or costly litigation. Such consequences can impede business, damage advisors’ reputations, and compromise established corporate brands.

How can investment advisors meet growing compliance demands while maintaining high productivity and controlling costs? More and more investment advisors are leveraging speech recognition to…

  • Dramatically reduce the time it takes to document client interactions in their client relationship management (CRM) systems
  • Improve detail and accuracy of meeting notes while capturing them while they are still fresh in their minds
  • Produce other client communications like email, written correspondence, agreements, plans, and newsletters
  • Maintain documentation to meet compliance requirements and minimize risk of litigation
  • Investment and financial planning firms can deploy speech solutions broadly to speed the documentation process and boost individual advisor productivity without changing current business processes, existing CRM systems, or deployed information systems.

Investment firms are using speech recognition solutions, to minimize compliance risk, drive higher productivity, and control costs for bottom-line results.


Benefits

Cut Documentation Completion Time
With speech recognition, investment advisors can turn their voices into text with up to 99% accuracy using virtually any Windows-based application and popular contact management systems like Salesforce, ACT!, Siebel, and Goldmine. The transcribed text appears on the screen three times faster than most people type, dramatically speeding the creation of meeting notes, confirmations, and emails.

Improve Documentation Quality
Dragon provides a fast, efficient and cost-effective solution for creating the documentation required to meet ever-expanding compliance requirements. Investment advisors can easily capture the detailed information needed to minimize risk of litigation and improve service to investors – just by talking.

Manage Email
Since managing email takes up an increasing amount of everyone’s workday, speech recognition software can be used to create, navigate, send, and respond to email by voice. What’s more, Dragon Professional contains text-to-speech technology that allows users to have the software read text aloud, which enables them to complete other tasks while listening to their email or documents..

Productivity on the Go
Since investment advisors spend a significant amount outside the office at prospect and client meetings, Dragon offers an option to capture meeting notes from anywhere, at any time using a digital voice recorder. Immediately following a meeting, an advisor can dictate notes into any Nuance-certified handheld device for automatic transcription when they connect to their PC back at home or at the office.

Manage Large User Networks
Dragon Professional offers administrative tools to manage large user populations. Organizations with large deployments can centrally manage voice profiles, custom vocabularies, and multiple installations. Robust security and configuration options enable administrators to control Dragon usage across the enterprise.


See Dragon in Action

This Investment Analyst speaks to the value of Dragon for dictating notes into the CRM system, managing email and otherwise improving his workflow…


Zephyr-Tec Expertise

Get the Most from Dragon

Zephyr-TEC, a speech recognition software reseller for over 20 years, has the expertise to ensure you will be the successful with Dragon. As a Nuance Certified Gold partner, Zephyr-TEC is able to provide implementation services, training and technical support for speech software as well as peripherals such as digital voice recorders.
With Zephyr-TEC training, what can you do with speech recognition software?

  • Improve your workflow
  • Dictate your reports, email, and letters at speeds of over 100 words per minute
  • Edit your documents by voice
  • Improve the turnaround time of your reports
  • Increase your productivity
  • Dictate your reports from anywhere with a handheld digital recorder
  • Download recorded files and having Dragon transcribe them

As part of our evaluation of your workflow, we will address questions like:

  • Which product is best for organization and budget?
  • Do you need custom commands or specialized vocabulary?
  • Can you use a digital recorder to transcribe your dictation?
  • Does it work on your network or existing equipment?
  • How long does it take to be proficient?

"In our work with financial advisors and brokers/dealers, we have found more and more people struggling to keep up with the amount of paperwork they must complete on a regular basis…No wonder advisors are spending time on compliance issues."

— Katherine Vessenes, President, Vestment Advisors, Inc.


Interested in implementing speech recognition into your office?

Zephyr-TEC has successfully implemented Dragon Legal with customized verbal macros in traditional and proprietary applications for large and small businesses and government organizations.

Contact us today for your free presentation or to request a customized quotation!

Not sure whether speech software will run on your systems or work with your voice? Consider a Zephyr-TEC Speech Feasibility Study. TRY IT BEFORE YOU BUY IT!

Download this FREE evaluation form, complete it and fax it back to Zephyr-TEC. Zephyr-TEC will evaluate how feasible it would be for your office to work smarter and faster by voice.


Testimonials

Katherine Vessenes, President, Vestment Advisors, Inc.
"In our work with financial advisors and brokers/dealers, we have found more and more people struggling to keep up with the amount of paperwork they must complete on a regular basis…No wonder advisors are spending time on compliance issues. Of course, if they are spending time on compliance issues, they are not meeting with a client — which means it is going to eat into production, sales, and the bottom line."

Patrick C., Ph.D., CPA/PFS
"I am a financial professional. I manage money and am a CPA. As such I am subject to rules and regulations of several governing bodies such as AICPA, FINRA, and the US Securities and Exchange Commission. As a result of the scandals or Madoff, Worldcom, Enron, Healthsouth and others, regulation has become an increasingly expensive and business threatening prospect for smaller companies such as mine, (I manage only $130 million). Today documentation of conversations and meetings is absolutely imperative in my profession to demonstrate to regulatory agents as well as potential plaintiff attorneys, that clients were informed and agreed to procedures and recommendations. About ten years ago I found handwritten notes inadequate because they could be constructed after the fact, left out anecdotal information, and were typically too brief. With Dragon, I dictate in 30 seconds to 1 minute, what would take me 5 to 30 minutes to write. I am able to include anecdotes that provide "realism" indicating authenticity and spark my memory in subsequent meetings. I am careful to make sure my clients and regulators see these notes and their breadth so that there is assurance to them that I am paying attention and acting with due diligence. Without Dragon, I would feel significantly less secure in my business. The latest version is simply incredible. No training and virtually error free."

John Catalano, Investment Advisor
"I’ve found Dragon to be a great help for increasing productivity, reducing the time it takes me to enter notes on client conversations into our CRM solution by 1/10 to 1/5. I look forward to continuing to use Dragon and getting even more proficient with it."

Ralph P.
"I am an independent financial adviser and have been using Dragon for some years; it has had a profound effect on my life, as it speeds up processing of mundane tasks, enabling me to concentrate instead on more productive areas. In my job even the shortest question can have an extremely long answer, and the ability to produce printed text in the same format as I talk saves me hours each week, improves my service to my clients and greatly increases my productivity. Especially impressive is that I can enter into a long and detailed explanation in my e-mails, without messing about with typing, dictation machines and/or depending on other members of staff. I can unreservedly say that my original investment in Dragon and subsequent upgrades has been repaid many thousands of times over. I would say to anybody contemplating using Dragon for the first time, don't wait a minute longer to have your life transformed!"

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