Steve is a senior financial advisor in a leading financial institution. His day is spent talking to clients about their financial objectives and risk tolerance and recommending an appropriate financial planning strategy. To excel in a tightly regulated role, Steve has a team of advisors that review client accounts, analyze financial data, prepare and interpret financial documents and maintain client relationships.
A large number of these tasks and transactions take place through phone calls every day. This inevitably brings some risks to Steve and his team. These risks and challenges include:
With call recording and voice AI, Steve and his team can:
With a cost-effective and secure call capture solution available via a SaaS model, financial institutions can reduce risk, monitor processes and eliminate errors in details and communication. Cloud call recording can be deployed immediately to satisfy the phone-based record keeping needs of operations and, most importantly, clients. Additionally, voice AI can transcribe calls, analyze content to gain further understanding of market trends and be alerted to caller sentiment, providing greater insight into client calls; enabling advisors to plan for customer advice and adjust their service portfolio accordingly.
Dubber has a wide cross section of compliance and security features designed to give you peace of mind. To view Dubber's entire call recording feature suite, visit our Use Cases.
Learn about how financial institutions and advisors can comply with relevant regulations with a call capture and voice AI solution that provides risk prevention and fraud protection.
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