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Financial Transcription Service
WEALTH MANAGEMENT, INSURANCE AND RECRUITMENT
Wealth management and financial advisors have discovered the advantages of outsourcing some of their day to day admin tasks. Having an accurate record for your client is vitally important for both parties. This may include file notes, email text and general correspondence, as well as more complex meeting notes. Wealth managers deal with a broad spectrum of financial services which include estate planning, legal and tax advice, investment management services and retirement planning.
Insurance and Loss Adjustors
We have a team of transcribers dealing with all aspects of insurance and loss adjusting. We deal with all work relating to claims administration, liability and many others. Clients we work for cover a broad spectrum of different industries including construction, energy, healthcare, Lloyd’s of London, property and retail. We also have experience in natural disaster claims.
If you have use a claims management system that needs to be accessed, WeType can do that for you at no additional cost, thus removing the need for cutting and pasting.Long reports take time to produce and even if you have standard templates, these will only have a basic outline and will need to be personalised per claim. Let WeType help you with those reports, which may include property theft reports; liability status reports; medical consultant reports, fraud investigation reports and case management reports.
If you have taken a statement you may need to have that transcribed as part of your investigation. Providing a quickly transcribed statement can speed up the claims process.
If you’re a loss adjustor and need additional support at different times of the year, then outsourcing your typing could be just the extra help that you need, and when you need it. WeType is a purely pay as you go service, so can slot into support you and your time at busy times.
As an executive search company, your client base may consist of companies from the FTSE100, blue-chip organisations with candidates at the top of their field. Let WeType create high profile candidate reports in your own house style. Your WeType transcriber has knowledge of a wide range of industry-specific terminology so the reports will be accurate as well as look professional.
Our typists have been carefully chosen for their experience in your chosen field. Unlike other transcription companies who pool their dictation, each of your recruiters will have dictation typed by the same typist each time, so we are able to create consistently high quality reports.
Full Data Integrity
Relax - We have security covered
And most important of all? It’s all totally safe and secure. WeType is fully GDPR-compliant, we are CyberEssentials certified, and crucially, have ISO27001 status. Anyone who has achieved this will know just how difficult that is to get!
Your Data is safe with WeType
GDPR and ISO27001-compliant and CyberEssentials tested. (full technical details and security levels are available on request from our Data Processing Officer at [email protected]). Learn more about ISO27001 here.