Dragon Medical, Professional & Legal 15

Financial Planner

Financial Planners dramatically increase their personal productivity and fulfill their compliance and "Best Interest” duty obligations with Dragon

Advice documents, file notes, working papers and fact-finding documents can be completed immediately after speaking with the client. Records will be richer and more comprehensive than ever before - by using our speech recognition system. 

Speaking is far more natural than typing and much faster.

Professionals in the financial services industry are much more adept at speaking or dictating than typing. Some firms will employ typists, but this is incredibly expensive and time-consuming. There is simply too much work for most Financial Planners to type each day. This leads to frustration and in some cases, to inadequate and incomplete records for compliance purposes. 


A voice recognition software and training package will lift your productivity and help solve these compliance challenges.
 

By inputting text at a far greater speed than by typing and by automating many routine documents - a Dragon software package offers the perfect solution. Your File Notes and Client Review documents can be quickly completed through Dragon - once our expert staff assess your unique workflow and document creation procedures. Dragon will integrate into other applications, like Outlook and XPLAN - further increasing your personal efficiency.

 Dragon technology has provided the greatest increase in my personal business productivity  I've had in my entire working life."
- A. D. (TONY) GILLETT CFP® FPA Fellow CDec
Tony Gillett is the Managing Director and founder of Brisbane-based AFSL Retirewell Financial Planning Pty Ltd
CALL 1300 255 900 or fill out our Contact Form.

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  • dragon onsite training package

    dragon financial planners

    ON SALE This a complete Onsite Dragon Professional Wireess package.
    This package is highly suitable for financial planners, business people and executives.

    GOLD ONSITE PACKAGE
    Dragon Professional 15 Single User licence
    2 Hours Onsite Dragon Training*
    Philips LFH-3000 Wireless Handheld Microphone
    12 Months Phone/Email/Teamviewer Support

    TOTAL RRP$1715 INC GST
    SALE PRICE $ 1398 SAVE $317

    * Onsite training is completed in one 120 minute session and is available within 30kms of the CDB in Sydney, Melbourne, Perth, Adelaide, Brisbane and the Gold Coast. Please order our Remote Training package if you are outside this range.

    Sku: FPPACKAGE

    From: $898.00

    To: $1,398.00

  • Dragon Complete On-Site Silver Package

    NOV SALE : 30% OFF this a complete Onsite Dragon Professional package.
    This package is highly suitable for financial planners, business people and executives.

    dragon financial planners Dragon Professional 15 Single User licence
    2 Hours Onsite Dragon Training*
    USB Headset (corded) NC181VM SB
    12 Months Phone/Email/Teamviewer Support
    To Order - Tick both items below then "Buy Now"

    TOTAL RRP$1293 INC GST
    30% OFF NOVEMBER SALE NOW ON:
    SALE PRICE $ 899 SAVE $394

    Power User Option: Swap the Corded USB headset for the new Philips LFH-3000 Wireless Handheld Microphone by clicking on our Gold Package.

    * Onsite training is completed in one 120 minute session and is available within 30kms of the CDB in Sydney, Melbourne, Perth, Adelaide, Brisbane and the Gold Coast. Please order our Remote Training package if you are outside of these areas.

    Sku: FP-PKG-ONSITE2HR

    From: $568.00

    To: $899.00

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