As financial advisors are being required to document client interactions more thoroughly in order to avoid misunderstandings and costly litigation, financial institutions are searching for better methods to enable their staff to enter client information. Speech recognition can be integrated directly into their workflow, providing its users with the ability to efficiently enter complete client information into third-party applications using speech versus traditional data input. Speech recognition is narrowly integrated with applications such as Word and Outlook, and can be up to three times more efficient than typing.

Aware that many financial advisors operate in both official languages, VocalTek provides solutions enabling its users to function and document in both official languages, creating dictionaries adapted for either French and/or English.