Testimonial

“We found it to be an excellent communication tool, it gives us 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 FA’s on.”
“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.”
“I really want to congratulate your team. We have been receiving positive feedback about how good you guys are.  I know our many users are very happy, and that's why we're expanding this service to more people in the coming months.”
“Even customized fields and entries that require multiple screens to be populated are completed accurately.”
“Sales teams have an alternative to entering meeting notes at the end of a long tiring day or week when details have been forgotten; they can dial, speak their notes while they are fresh in memory, and move on to the things they are really paid for.”
“I reminded ‘K’ to inquire about an advisor’s upcoming wedding. I never would have had data like that before Dial-A-Note.”
“Really enjoying working with you guys! You have been very prompt & helpful – awesome service”
“Dial-A-Note has been a helpful new tool for me. It’s particularly good for a quick note right after 1–on–1 meeting with FA…”
“You guys-gals, are the best!”
“We have benefited from countless data stewardship projects at a fraction of the cost of doing internally.”
“I truly appreciate all you folks do. Have a wonderful day!”
“You are all so awesome to handle our crazy requests.”
“I am sold. This service has saved a ton of time. Thanks to all who helped set it up. The Dial-A-Note folks are great to work with too. They are quick to email questions if there’s any grey area in the dictation or reps.”
“I think I would cry if I had to go back to entering them the old way”
“Wholesalers who have adopted this service and made slight changes to their record keeping have reported dramatic reductions in the amount of time they spend preparing their call and expense reports from 2–3 hours a week to less than 30 minutes. We also see that the completeness, accuracy, and improved coordination with your internals is paying off.”
“Great follow up! Thanks and I look forward to working with you more in the future!”
“At only 20% the cost of our sales reps entering information themselves, Dial-A-Note is a true time and cost saver!”
“Thank you so much! You caught my screw up lol”
“Note length went up for every sales person, from +200% to over +1000%”