VoiceNotes Marketing Brochure Mock Up 1

MiFID II - Helping you achieve compliance throughout your customer journey.

VOICENOTES SOLUTION

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Our service enables you to dictate meeting notes, minutes, reports, client updates, etc. which are typed, proofread and emailed back to you and your sales support/CRM if required. Our bespoke technology delivers your information via the highest security means possible, and our expert UK-based team process your documents with accuracy and intelligence.

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Optimise sales efficiency by capturing critical information and follow-up actions, instantly shortening your sales life cycle.

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Eliminate time spent on admin. Free yourself up for more face time with clients – let us do the rest.

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ACCURACY

ENTS Present word-perfect emails, documents and templates ready for internal and clientfacing distribution.

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The built-in network encryption code provides secure network transport of data. All emails are sent from our servers via TLS (Transport Layer Security) encryption. An SSL certificate is in place on internal systems. Banks and asset managers have completed due diligence on our systems and have registered the service because it meets their strict security requirements. Penetration and application testing is available on request.

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Cut down on data entry by passing information directly from your VoiceNotes account to your CRM system.

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We only recruit editorial-grade proofreaders whom we train in-house to become experts in call reports and understanding sector-specific terminology and a broad range of accents.

This is what sets us apart from a traditional dictation service.

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SECURITY

Increase transparency and proper record keeping without extra paperwork.

Meet MiFID II requirements with ease.

COST VoiceNotes’ licences are subscription-based and are on a fixed price per person per month basis. All licences include support from our client service team with a named account director. Our costs vary depending on your team size and requirements. Prices start from one user to a global licence for 100+ users.

Additional costs are charged for storage and bespoke requirements/set up.

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VOICENOTES FOR FINANCE INCREASING PRODUCTIVITY AND COMPLIANCE VoiceNotes has been working with the financial industry for 10 years, through the global crash that came to define the way the industry does business today. As the industry has changed, so have we, tailoring our service to fit the ever-changing financial climate. 90% of our business is within the finance industry as our service is so secure (passing IS/IT/legal/ regulatory requirements) and accurate. Moreover, we are fully conversant with the acronyms used in the industry.

VOICENOTES FOR MIFID II

FACE-TO-FACE MEETINGS

VoiceNotes is the solution to meeting the MiFID II record-keeping requirement stating you have to minute all face-to-face meetings that will or may result in a transaction.

The financial industry is changing rapidly in the lead-up to MiFID II regulations, due to take effect in January 2018. Article 16 (7) states that all face-to-face meetings that may result in a transaction must be recorded, which represents a major addition to workloads in the form of endless paper trails and admin. VoiceNotes can help ease the transition by allowing you to dictate your meeting notes from any phone, 24 hours a day, seven days a week. This will result in minuted notes addressing the record-keeping requirement.

All notes are time and date stamped enabling them to be as contemporaneous as they can be versus recording the actual meeting, which isn’t always practical. We are secure and accurate and have 10 years’ track record of meeting IS, IT and data protection regulations. On a practical note we would advise:

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That you call in as soon as you leave your meeting in order to retain as much information as possible.

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That you should try to include the date and location of the meeting, the attendees, the initiator of the meeting, and other relevant information about the transaction(s).

With one call we can help you achieve compliance through the customer journey.

Information captured in one simple call.

HEAD OFFICE Floor 3, Tower Bridge Business Centre 46-48 East Smithfield London, E1W 1AW EMAIL General enquiries: info@voicenotes.co.uk Existing accounts: marian.shepherd@voicenotes.co.uk Sales enquiries: sales@voicenotes.co.uk

TELEPHONE General enquiries: +44 (0) 207 117 0044 Existing accounts: +44 (0) 207 117 0055 Sales enquiries: +44 (0) 207 117 0066