VoiceNotes allows professionals to use their phone to dictate client meeting notes securely, and leave actions for follow-up after meetings. These verbal notes are then transcribed, professionally proofread and sent by email to them and, if specified, to their managers, other team members or to a CRM system. Key Benefits: • capture of critical information • increase productivity • optimise efficiency • record-keeping evidence for litigation/MiFIDII/TCF etc. • constructing and maintaining a detailed client relationship history.