"I tried out Dial-A-Note today and just loved it. I got the transcribed notes back in a few hours and was able to send it to my client with just a wee bit of editing. Your team saved me about 3 days of angst and allowed me to WOW my client with quick turn around. THANKS for making me look great." Kathy McAfee
The Marketing Motivator
KMC Brand Innovation, LCC |
"I think I would cry if I had to go back to [the old entry system]."
"The service is efficient, effective, and necessary to the demands of my busy schedule."
"Dial-A-Note is the most efficient tool we have to record accurate and timely data."
"Dial-A-Note has been a helpful new tool for me. It's particularly good for a quick note right after a 1-on-1 meeting with an FA..."
"We have found it to be an excellent communication tool. It gives 'P' the ability to add information in a much more timely fashion, when it is fresh in his mind. And with much more detail. It gives me more quality information to follow up with FAs on."
"I reminded 'K' to inquire about an advisor's upcoming wedding. I never would have had data like that before Dial-A-Note."
"The length of notes went up for every RM, ranging from +200% to over +1000%."
