VoiceNotes allows professionals to use their phone to dictate client meeting notes securely, and leave actions for follow-up after meetings.
These verbal notes are then transcribed, professionally proofread and sent by email to them and, if specified, to their managers, other team members or to a CRM system.
Key Benefits:
• capture of critical information
• increase productivity
• optimise efficiency
• record-keeping evidence for litigation/MiFIDII/TCF etc.
• constructing and maintaining a detailed client relationship history.
These verbal notes are then transcribed, professionally proofread and sent by email to them and, if specified, to their managers, other team members or to a CRM system.
Key Benefits:
• capture of critical information
• increase productivity
• optimise efficiency
• record-keeping evidence for litigation/MiFIDII/TCF etc.
• constructing and maintaining a detailed client relationship history.
Location: United Kingdom, England, London
Employees: 11-50
Founded date: 2007