Accuracy and Efficiency: The Core of Your Financial Compliance Strategy
January 16 | 2:00 – 3:00 pm ET
Increasing regulations heighten the need for financial services firms to focus on governance and compliance. While documentation accuracy may not be the first thought financial professionals think of as they seek to meet compliance, the reality is accuracy and compliance go hand-in-hand and should be at the core of a comprehensive financial compliance strategy.
Learn how deploying smart technology, like speech recognition solutions, can help advisors ease their growing documentation burden, create more detailed client plans and records with greater speed and specificity, automate processes via standardized forms, and capture the immediacy of client interactions, all while fostering better advisor/client relationships and saving time and costs.