Case Studies

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Who?

Ghislain Mumbari came from Cameroon to study a Masters in Public Health (MPH) at Leeds Metropolitan University. Despite being educated in English since elementary school, he struggled with the language barrier considerably when he arrived in the UK. ‘My biggest problem was getting a place to live. Then secondly was the language barrier. The Yorkshire accent in particular was terrible; it was really difficult adapting to it.’

Not as easy as it seemed

This came as a shock to Ghislain, who was confident in his linguistic abilities before he came. ‘It’s only when you enter the country that you begin to understand that things aren’t as easy as you imagined. I thought it would be easy for me as I have spoken English all my life. But then I arrived and it was really, really difficult. From day one classes start seriously, and no one has the time to pause or to try to speak in a way that you will understand. Things go so fast. The most frustrating part is that you can’t do anything about it; you can’t stop the classes and it is a busy country so everybody has something to do after class. At the beginning it’s really tough – I think I got my worst marks then.’

But there was a solution

Ghislain attended a presentation given about Audio Notetaker at his University in March, 6 months after he initially arrived in the country. Afterwards he decided to start recording his lectures and playing with the software. He explains to us how the software benefited him:

‘This package is truly amazing; I can do almost everything I want with it! The best thing about Audio Notetaker is being able to delete what you don’t want. It’s really good because you are left with a just few minutes of what you need, what’s essential. The second best thing is the way you can see the presentation slides and voice together; you see the notes and hear the voice. It’s like you’re in class over and over again, but this time just getting the main points. And it’s easy to absorb information, especially for those who don’t like reading. It would really have made a big difference if I had used this software from the start. If it helped me to perform better when I had already adapted to the accent, then imagine how much better it would have been if I had got it earlier. It really does benefit your studies and I think my grades would have been better if I had had it earlier.’

Calling all international students

Obviously, not all international students are the same and not all international students face the same linguistic problems. When quizzed about this Ghislain was keen to stress that if it could make a difference to him, then it would certainly make a difference to a lot of international students; ‘If it could help someone who’s always studied in English like me, then I really think it does help international students.’

He concludes, ‘If I’m willing to walk for 30 minutes just to come here and tell people about the benefits of Audio Notetaker, then it shows that I have had a personal benefit from it that has really helped me. You can’t buy marks. Especially in the developed world like here where everything is transparent, you can’t pay for marks. But Audio Notetaker could help you get those marks, get that knowledge you want. It’s a recording that is summarised that you can keep for life. I hope people try it out – they’ll like it. It’s fun and it’s easy to use. I really enjoy using it and look forward to continuing to using it. As I said before, I wish I had had this software and a recorder when I JUST ARRIVED. I think my grades will have been better.’

Who?

Up and coming journalist Claire Bloomfield (23), has been a staff writer at Sky Magazine for nearly two years. In an effort to streamline huge quantities of audio recordings from interviews she decided to try out Audio Notetaker and found that the simple tool revolutionised the way she works. The solution has helped her save time, making it easier for her to deliver top quality journalism and make sure that she is always at the top of her game.

The Learning Curve

Kick-starting her career with a top journalism degree course at Kingston University, Claire was immersed in the theoretical side of journalism for three years. She also learnt invaluable practical skills such as the ability to write shorthand. However, throughout her course, she was unaware of the range of tools available to help her deal with the realities of the job, in particular, how to manage huge volumes of audio recordings created when interviewing. Claire comments:”When you start your career straight out of university, it can be really daunting. You find yourself with lots of recordings to process to tight timescales and without on the job experience, it can be really difficult to get your head around.” She continues, “It is vital that you are able to find a way to make the work load and the material manageable so you can meet deadlines and still have the time to take on every new opportunity to further your career.”

Lots of audio and no time

Graduating with a First-class degree, Claire’s big break into the media industry came with the opening for a reporter on Sky Sports Magazine. Two years on, Claire is used to recording countless interviews with international sports stars and managing large amounts of audio material in order to meet tight editorial deadlines. “Sometimes it’s really tough”, she explains: “if you have conducted lots of different interviews in a short period of time, you end up with reams of audio that is not catalogued. It is then often a matter of trawling through it all, trying to extract the useful elements. This is incredibly time-consuming.”

No pain – big gain

When Claire discovered that she would be conducting a series of interviews with world heavyweight Champion David Haye over a period of five months to feature on the front cover of the re-launch issue of the magazine, she knew she needed to find a practical, cost-effective way to manage her recordings. She decided to try out Audio Notetaker – software specifically designed to help people dealing with large volumes of audio to better organise and manage their material. “The solution literally revolutionised the way I work. It was particularly noticeable over such a long project – I spent five months with David Haye and, as you can imagine, had hours and hours of interviews to sift through to try and condense it into three double-page spreads”.

Benefits

The software has a multitude of features that enables Claire to quicken her working processes significantly. Of particular note was the software’s revolutionary 2-D audio view which allows Claire to manipulate audio as if it were text – jumping to any point, quickly editing her files. The straight-forward interface made it easy for Claire to get to grips with it in a short period of time – ideal for journalists who do not have time to spend getting used to complicated software. The software is easy-to-use and allowed her to learn as she used it.

Audio Notetaker works with recordings made via a digital recorder, laptop or PC. The annotation capabilities allow journalists to add keywords, highlight key points using coloured markers as well as breaking up their notes into sections as they are recording, making it easy to locate key information and recall past audio notes. Audio Notetaker also includes integrated file management tools that helps journalists to organise and search their notes and recordings to locate and easily recall important interviews. Claire comments: “The colour-coding was a dream, it meant I could go back and pick out the technical boxing discussions from the more personal profile angle material. It makes it so much easier to revisit the material. Not every interview gets run immediately; Audio Notetaker lets me go back to old stories for reference.”

Making things simple

The software is particularly useful for journalists who spend much of their time travelling as it can be loaded onto a laptop. This ensures that time which may previously have been relatively unproductive – hanging around in airports or at hotels – becomes immediately useful which Claire discovered.

The usability of the solution and its practical implication make it indispensable in Claire’s professional life, not only in profiling the heroes of track and field but for the occasional venture into the glitz and glamour of the music world: “I am interviewing Westlife for Sky’s entertainment magazine so the colour-coding will be great for that. When you are listening back to an interview with a band it can be so difficult to work out who said what.”

Copyright © 2011 Sonocent Ltd, Copyright © 2011 Iansyst Ltd

Who?

H is a researcher who records interviews and focus groups using a digital recorder. She was interested in using Audio Notetaker to help with transcribing notes for these recordings. Here are some of her comments on using Audio Notetaker to support this task:

Saves time

“Transcribing is a time-consuming and tiresome task. Audio Notetaker made it much more manageable, quicker and more interesting – I certainly engaged with the recording far more than I would otherwise have done.”

“Being able to transcribe in the same program was a real bonus, and made the task much easier than usual while keyboard short cuts for playing and pausing recordings made the process of transcribing much quicker.”

Getting creative

H found the tools for breaking recordings into section and highlighting key points particularly useful:

“Highlighting text and the corresponding audio recording was a real bonus for locating specific points and creating new sections for both the recording and the transcription really helped to navigate and complete the transcription. It was excellent for monitoring progress – transcribing is a time-consuming chore, and it really helped to keep me motivated.”

“This is a great piece of software and incredibly easy to use. All in all I enjoyed working with this – thank you!”

Copyright © 2011 Sonocent Ltd, Copyright © 2011 Iansyst Ltd

Getting creative

How do we remember what we are taught? During lectures students face the difficult task of having to listen, understand new concepts & write down notes simultaneously. Inevitably, important points fail to make it to paper. This process is made all the more stressful for those students with dyslexia or some other form of learning difficulty.

Darren is a law student who finds note taking challenging, due to his dyslexia. However, after using Audio Notetaker he soon realised studying and exam preparation didn’t have to be difficult. He can now organize his notes with little effort. “Everything is perfect about it” he states.

Take a Break

Darren prefers to take breaks from note-taking during lectures:

“With my attention and concentration problems it becomes too much of task to sit down and do things in one go, with Audio Notetaker I don’t have to”.

As Audio Notetaker records everything and lets him control the speed at which he listens back to his lectures, it allows Darren to work at his own pace. “It’s so easy to stop and start and go back to a certain point.”

Find it without fuss

The ease of finding a specific part of the lecture again is something he finds particularly useful. As you can imagine, his 2 hour-long lectures contain a lot of information regarding regulations and statutes. There are often up to as many as 20 cases to digest in one class:

“There is important information scattered all over the place and I need to be able to go back to those bits easily”.

Being able to see the audio helped Darren quickly find the particular case that he wanted to go back to. By colouring and highlighting parts of the lecture he could go back to any part “without thinking about it”. By writing short notes next to the audio and colouring segments according to the topics addressed in his lectures, he knows “at a glance, what relates to what”.

“Navigating through a 2 hour lecture is now a breeze thanks to this”.

Goodbye long file names!

Likewise, being able to join various recordings of the same lecture or same topic together is highly beneficial for Darren.

“With my short term memory loss I find it hard to remember trivialities such as dates and names”.

As Audio Notetaker allows him to open and work with all of the recordings from the same topic or lecture in one file, he doesn’t have to remember the arbitrary long file names of his various recordings to access the information he needs.

No need to rush

For Darren, Audio Notetaker provides a “less-hurried approach” to note-taking which he believes will benefit most people who have some form of dyslexia. It eliminates the stress and hassle of having to navigate around an audio file to find a particular part to listen to again. He explains:

“It was only when I tried listening to my recordings on a pc without Audio Notetaker did I realise how awkward and cumbersome normal media players are.”

Intuitive

One of Audio Notetaker’s great strengths is that you do not need to be computer-savvy to use it. As Darren says, “It’s intuitive…it’s just so simple to use”. He emphasises that it’s a “fuss-free, intuitive and quick way of annotating and organising the resultant audio files.” He adds, “It’s such a good program, invaluable for a person like me”.

Very rarely do I come across software programs that make my life so much easier that I feel the urge to share the knowledge of them with just about anybody that will listen. This is one of those applications.”

Who?

Independent Financial Adviser Chris Wiggins has been in the Financial Services Industry for over thirty years, as an employee with a large life assurance business, and for the last nine years; as an Independent Financial Adviser (IFA). Chris conducts many formal and informal meetings with his clients. Under the Financial Services Authority (FSA) guidelines, these can be very structured in their format and content. In an attempt to improve his own records of these meetings and to assure the client that recommendations reflect their discussions, he decided to try out Audio Notetaker and found that the simple tool revolutionised the way he works. The solution has not only helped to save time, but also improve quality, making it easier to deliver a great service and ensure that he is always offering the best advice.

Evidence

With the meetings recorded and archived, Chris can demonstrate to the FSA whenever required, an audit trail that supports and reinforces the advice he gives his valued clients and that in turn improves their loyalty to him. This is vital for Chris’s business.

Concentrate on the client

The software has a multitude of features that enables Chris to improve his working processes significantly. Of particular note was the software’s revolutionary 2-D audio view which allows Chris to manipulate audio as if it were text – jumping to any point, quickly editing his files. The straight-forward interface made it easy for Chris to get to grips with it in a short period of time – ideal for those who do not have time to spend getting used to complicated software. The software is easy to use and allowed Chris to learn as he used it.

“This is so simple to use” said Chris. “Within minutes I had recorded a meeting, seen how I can quickly make notes aside each section of speech, and highlight any important sections. I can then play it back at my leisure and use the recording to write up my reports and recommendations”

He continues “What is most useful is that because we have a very structured format which we use at meetings, I can create a blank document before each meeting with the appropriate heading already there. That way I make minimal notes while we talk concentrating on the client needs and aspirations. This is great because I can then file it in their folder and can easily reference at any time”.

Efficient reviewing

Audio Notetaker works with recordings made via a digital recorder, laptop or PC. The annotation capabilities allow you to add keywords, highlight key points using coloured markers as well as breaking up their notes into sections as they are recording, making it easy to locate key information and recall past audio notes. Audio Notetaker also includes integrated file management tools that helps to organise and search your notes and recordings to locate and easily recall important sections of the meetings.

Chris adds: “The colour-coding is such a good idea. It means I can go back over the discussion and find key information. It makes it so much easier to revisit the material. I don’t necessarily use everything straight away; it may be sometime later that a client decided to act on my advice. Audio Notetaker lets me go back to these meeting notes and decide whether anything has changed and what impact if any that recommendation has. As we become more regulated and advice becomes ever more complex, I see that this type of system has become a must for IFA’s and will form part of the clients file, to protect everyone involved in the advice process.

International Student

Who?

Ghislain Mumbari came from Cameroon to study a Masters in Public Health (MPH) at Leeds Metropolitan University. Despite being educated in English since elementary school, he struggled with the language barrier considerably when he arrived in the UK. ‘My biggest problem was getting a place to live. Then secondly was the language barrier. The Yorkshire accent in particular was terrible; it was really difficult adapting to it.’

Not as easy as it seemed

This came as a shock to Ghislain, who was confident in his linguistic abilities before he came. ‘It’s only when you enter the country that you begin to understand that things aren’t as easy as you imagined. I thought it would be easy for me as I have spoken English all my life. But then I arrived and it was really, really difficult. From day one classes start seriously, and no one has the time to pause or to try to speak in a way that you will understand. Things go so fast. The most frustrating part is that you can’t do anything about it; you can’t stop the classes and it is a busy country so everybody has something to do after class. At the beginning it’s really tough – I think I got my worst marks then.’

But there was a solution

Ghislain attended a presentation given about Audio Notetaker at his University in March, 6 months after he initially arrived in the country. Afterwards he decided to start recording his lectures and playing with the software. He explains to us how the software benefited him:

‘This package is truly amazing; I can do almost everything I want with it! The best thing about Audio Notetaker is being able to delete what you don’t want. It’s really good because you are left with a just few minutes of what you need, what’s essential. The second best thing is the way you can see the presentation slides and voice together; you see the notes and hear the voice. It’s like you’re in class over and over again, but this time just getting the main points. And it’s easy to absorb information, especially for those who don’t like reading. It would really have made a big difference if I had used this software from the start. If it helped me to perform better when I had already adapted to the accent, then imagine how much better it would have been if I had got it earlier. It really does benefit your studies and I think my grades would have been better if I had had it earlier.’

Calling all international students

Obviously, not all international students are the same and not all international students face the same linguistic problems. When quizzed about this Ghislain was keen to stress that if it could make a difference to him, then it would certainly make a difference to a lot of international students; ‘If it could help someone who’s always studied in English like me, then I really think it does help international students.’

He concludes, ‘If I’m willing to walk for 30 minutes just to come here and tell people about the benefits of Audio Notetaker, then it shows that I have had a personal benefit from it that has really helped me. You can’t buy marks. Especially in the developed world like here where everything is transparent, you can’t pay for marks. But Audio Notetaker could help you get those marks, get that knowledge you want. It’s a recording that is summarised that you can keep for life. I hope people try it out – they’ll like it. It’s fun and it’s easy to use. I really enjoy using it and look forward to continuing to using it. As I said before, I wish I had had this software and a recorder when I JUST ARRIVED. I think my grades will have been better.’

Media

Who?

Up and coming journalist Claire Bloomfield (23), has been a staff writer at Sky Magazine for nearly two years. In an effort to streamline huge quantities of audio recordings from interviews she decided to try out Audio Notetaker and found that the simple tool revolutionised the way she works. The solution has helped her save time, making it easier for her to deliver top quality journalism and make sure that she is always at the top of her game.

The Learning Curve

Kick-starting her career with a top journalism degree course at Kingston University, Claire was immersed in the theoretical side of journalism for three years. She also learnt invaluable practical skills such as the ability to write shorthand. However, throughout her course, she was unaware of the range of tools available to help her deal with the realities of the job, in particular, how to manage huge volumes of audio recordings created when interviewing. Claire comments:”When you start your career straight out of university, it can be really daunting. You find yourself with lots of recordings to process to tight timescales and without on the job experience, it can be really difficult to get your head around.” She continues, “It is vital that you are able to find a way to make the work load and the material manageable so you can meet deadlines and still have the time to take on every new opportunity to further your career.”

Lots of audio and no time

Graduating with a First-class degree, Claire’s big break into the media industry came with the opening for a reporter on Sky Sports Magazine. Two years on, Claire is used to recording countless interviews with international sports stars and managing large amounts of audio material in order to meet tight editorial deadlines. “Sometimes it’s really tough”, she explains: “if you have conducted lots of different interviews in a short period of time, you end up with reams of audio that is not catalogued. It is then often a matter of trawling through it all, trying to extract the useful elements. This is incredibly time-consuming.”

No pain – big gain

When Claire discovered that she would be conducting a series of interviews with world heavyweight Champion David Haye over a period of five months to feature on the front cover of the re-launch issue of the magazine, she knew she needed to find a practical, cost-effective way to manage her recordings. She decided to try out Audio Notetaker – software specifically designed to help people dealing with large volumes of audio to better organise and manage their material. “The solution literally revolutionised the way I work. It was particularly noticeable over such a long project – I spent five months with David Haye and, as you can imagine, had hours and hours of interviews to sift through to try and condense it into three double-page spreads”.

Benefits

The software has a multitude of features that enables Claire to quicken her working processes significantly. Of particular note was the software’s revolutionary 2-D audio view which allows Claire to manipulate audio as if it were text – jumping to any point, quickly editing her files. The straight-forward interface made it easy for Claire to get to grips with it in a short period of time – ideal for journalists who do not have time to spend getting used to complicated software. The software is easy-to-use and allowed her to learn as she used it.

Audio Notetaker works with recordings made via a digital recorder, laptop or PC. The annotation capabilities allow journalists to add keywords, highlight key points using coloured markers as well as breaking up their notes into sections as they are recording, making it easy to locate key information and recall past audio notes. Audio Notetaker also includes integrated file management tools that helps journalists to organise and search their notes and recordings to locate and easily recall important interviews. Claire comments: “The colour-coding was a dream, it meant I could go back and pick out the technical boxing discussions from the more personal profile angle material. It makes it so much easier to revisit the material. Not every interview gets run immediately; Audio Notetaker lets me go back to old stories for reference.”

Making things simple

The software is particularly useful for journalists who spend much of their time travelling as it can be loaded onto a laptop. This ensures that time which may previously have been relatively unproductive – hanging around in airports or at hotels – becomes immediately useful which Claire discovered.

The usability of the solution and its practical implication make it indispensable in Claire’s professional life, not only in profiling the heroes of track and field but for the occasional venture into the glitz and glamour of the music world: “I am interviewing Westlife for Sky’s entertainment magazine so the colour-coding will be great for that. When you are listening back to an interview with a band it can be so difficult to work out who said what.”

Copyright © 2011 Sonocent Ltd, Copyright © 2011 Iansyst Ltd

Researcher

Who?

H is a researcher who records interviews and focus groups using a digital recorder. She was interested in using Audio Notetaker to help with transcribing notes for these recordings. Here are some of her comments on using Audio Notetaker to support this task:

Saves time

“Transcribing is a time-consuming and tiresome task. Audio Notetaker made it much more manageable, quicker and more interesting – I certainly engaged with the recording far more than I would otherwise have done.”

“Being able to transcribe in the same program was a real bonus, and made the task much easier than usual while keyboard short cuts for playing and pausing recordings made the process of transcribing much quicker.”

Getting creative

H found the tools for breaking recordings into section and highlighting key points particularly useful:

“Highlighting text and the corresponding audio recording was a real bonus for locating specific points and creating new sections for both the recording and the transcription really helped to navigate and complete the transcription. It was excellent for monitoring progress – transcribing is a time-consuming chore, and it really helped to keep me motivated.”

“This is a great piece of software and incredibly easy to use. All in all I enjoyed working with this – thank you!”

Copyright © 2011 Sonocent Ltd, Copyright © 2011 Iansyst Ltd

Dyslexic Student

Getting creative

How do we remember what we are taught? During lectures students face the difficult task of having to listen, understand new concepts & write down notes simultaneously. Inevitably, important points fail to make it to paper. This process is made all the more stressful for those students with dyslexia or some other form of learning difficulty.

Darren is a law student who finds note taking challenging, due to his dyslexia. However, after using Audio Notetaker he soon realised studying and exam preparation didn’t have to be difficult. He can now organize his notes with little effort. “Everything is perfect about it” he states.

Take a Break

Darren prefers to take breaks from note-taking during lectures:

“With my attention and concentration problems it becomes too much of task to sit down and do things in one go, with Audio Notetaker I don’t have to”.

As Audio Notetaker records everything and lets him control the speed at which he listens back to his lectures, it allows Darren to work at his own pace. “It’s so easy to stop and start and go back to a certain point.”

Find it without fuss

The ease of finding a specific part of the lecture again is something he finds particularly useful. As you can imagine, his 2 hour-long lectures contain a lot of information regarding regulations and statutes. There are often up to as many as 20 cases to digest in one class:

“There is important information scattered all over the place and I need to be able to go back to those bits easily”.

Being able to see the audio helped Darren quickly find the particular case study that he wanted to go back to. By colouring and highlighting parts of the lecture he could go back to any part “without thinking about it”. By writing short notes next to the audio and colouring segments according to the topics addressed in his lectures, he knows “at a glance, what relates to what”.

“Navigating through a 2 hour lecture is now a breeze thanks to this”.

Goodbye long file names!

Likewise, being able to join various recordings of the same lecture or same topic together is highly beneficial for Darren.

“With my short term memory loss I find it hard to remember trivialities such as dates and names”.

As Audio Notetaker allows him to open and work with all of the recordings from the same topic or lecture in one file, he doesn’t have to remember the arbitrary long file names of his various recordings to access the information he needs.

No need to rush

For Darren, Audio Notetaker provides a “less-hurried approach” to note-taking which he believes will benefit most people who have some form of dyslexia. It eliminates the stress and hassle of having to navigate around an audio file to find a particular part to listen to again. He explains:

“It was only when I tried listening to my recordings on a pc without Audio Notetaker did I realise how awkward and cumbersome normal media players are.”

Intuitive

One of Audio Notetaker’s great strengths is that you do not need to be computer-savvy to use it. As Darren says, “It’s intuitive…it’s just so simple to use”. Admitting he isn’t the most technical of people, he emphasises that it’s a “fuss-free, intuitive and quick way of annotating and organising the resultant audio files.” He adds, “It’s such a good program, invaluable for a person like me”.

Very rarely do I come across software programs that make my life so much easier that I feel the urge to share the knowledge of them with just about anybody that will listen. This is one of those applications.”

Independent Financial Advisor

Who?

Independent Financial Adviser Chris Wiggins has been in the Financial Services Industry for over thirty years, as an employee with a large life assurance business, and for the last nine years; as an Independent Financial Adviser (IFA). Chris conducts many formal and informal meetings with his clients. Under the Financial Services Authority (FSA) guidelines, these can be very structured in their format and content. In an attempt to improve his own records of these meetings and to assure the client that recommendations reflect their discussions, he decided to try out Audio Notetaker and found that the simple tool revolutionised the way he works. The solution has not only helped to save time, but also improve quality, making it easier to deliver a great service and ensure that he is always offering the best advice.

Evidence

With the meetings recorded and archived, Chris can demonstrate to the FSA whenever required, an audit trail that supports and reinforces the advice he gives his valued clients and that in turn improves their loyalty to him. This is vital for Chris’s business.

Concentrate on the client

The software has a multitude of features that enables Chris to improve his working processes significantly. Of particular note was the software’s revolutionary 2-D audio view which allows Chris to manipulate audio as if it were text – jumping to any point, quickly editing his files. The straight-forward interface made it easy for Chris to get to grips with it in a short period of time – ideal for those who do not have time to spend getting used to complicated software. The software is easy to use and allowed Chris to learn as he used it.

“This is so simple to use” said Chris. “Within minutes I had recorded a meeting, seen how I can quickly make notes aside each section of speech, and highlight any important sections. I can then play it back at my leisure and use the recording to write up my reports and recommendations”

He continues “What is most useful is that because we have a very structured format which we use at meetings, I can create a blank document before each meeting with the appropriate heading already there. That way I make minimal notes while we talk concentrating on the client needs and aspirations. This is great because I can then file it in their folder and can easily reference at any time”.

Efficient reviewing

Audio Notetaker works with recordings made via a digital recorder, laptop or PC. The annotation capabilities allow you to add keywords, highlight key points using coloured markers as well as breaking up their notes into sections as they are recording, making it easy to locate key information and recall past audio notes. Audio Notetaker also includes integrated file management tools that helps to organise and search your notes and recordings to locate and easily recall important sections of the meetings.

Chris adds: “The colour-coding is such a good idea. It means I can go back over the discussion and find key information. It makes it so much easier to revisit the material. I don’t necessarily use everything straight away; it may be sometime later that a client decided to act on my advice. Audio Notetaker lets me go back to these meeting notes and decide whether anything has changed and what impact if any that recommendation has. As we become more regulated and advice becomes ever more complex, I see that this type of system has become a must for IFA’s and will form part of the clients file, to protect everyone involved in the advice process.

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