"Let Zephyr-TEC help YOU harness the POWER of SPEECH!"
Questions?    T: 877-493-7497    E: [email protected]

Financial Services


Solutions for financial professionals - Automate financial documentation, while improving compliance and client service

Streamline financial documentation, drive productivity,
improve compliance and optimize workflow efficiency

Empower advisors and other financial professionals to create high-quality documentation faster and more efficiently, while improving compliance and client service.

Financial services organizations of all sizes are focused on risk and compliance management, along with providing quality client service. To help address these issues, many firms are seeking new tools to help manage their heavy documentation demands and costs, while ensuring compliance is met and client interactions are recorded quickly, thoroughly and accurately. Zephyr-TEC's workflow management, speech recognition and training solutions help advisors and other financial professionals use their voice to capture and share the detailed information needed to complete financial documentation, minimize compliance risk and improve client services.

Benefits include:

  • Capture information in real-time and improve reporting detail and accuracy
  • Reduce risk and achieve compliance
  • Streamline your documentation processes
  • Enhance productivity for your mobile workforce
  • Make applications and case management systems easier to use and navigate, by voice
  • Securely and centrally manage client data, recordings and transcribed reports
  • Improve revenue and employee productivity, enabling advisors to focus on client service
  • Provide real-time monitoring and reporting for improved outcomes
  • Enable success from the start with professional speech recognition training, support and services

"I’ve found Dragon (speech recognition) 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."

John Catalano, Investment Advisor


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Zephyr-TEC’s solutions for financial professionals

Zephyr-TEC’s speech productivity solutions enable financial professionals to organize their time more efficiently, and to work in more flexible and productive ways. Zephyr-TEC offers mobile, web-based and server-based digital dictation, speech recognition and legal documentation workflow management solutions that help financial professionals produce documentation faster and more accurately, while improving compliance and protecting the security of sensitive client information.


Role of technology in financial services

With an increase in reporting and paperwork demands and a shifting environment where clients expect more personalized services, it’s not surprising that financial professionals want agile tools to help meet these demands. Nuance's second annual Role of Technology in Financial Documentation Compliance Survey looks at the impact to Financial Services on both back-end tasks like documentation, as well as front-of-the-house activities, such as client service.

Click the download link to see an infographic from our speech recognition partner, Nuance, and learn more about financial advisors' desire to seek automated tools to help improve documentation productivity, compliance, and client service.


Zephyr-TEC's “Make my Dragon do more”
training, guides & macros

New to Dragon speech recognition, or perhaps your organization has new Dragon users that could use some help? Want to be more productive and learn how to navigate your applications and better use Office with your voice?

Tame the Dragon, and learn ways to make your speech recognition system more efficient and effective than ever before with Zephyr-TEC's one-on-one tailored training classes, proprietary Learning Guides and customized macros!

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Let Zephyr-TEC help YOU harness the Power of Speech!™

Since 1993, Zephyr-TEC has been working with business professionals to help improve their document production and workflow processes, boost their productivity levels, reduce costs and increase their competitiveness in an ever-changing industry.

Our speech technology solutions are designed to make the most out of your voice. Zephyr-TEC supports speech-enabled document creation, by either using digital dictation or legal-specific voice-to-text technology. Intelligent workflow options are employed to automate and streamline processes, improve staff productivity, and increase overall efficiency of your firm.

Call 877-493-7497 for more info.

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