1. Taking notes is a vital skill task for many of our bankers. A
detailed note allows returning to important information
that was discussed with customer so that you can benefit
from the key information that was discussed. We are
introducing digital pens that will allow bankers to take
notes where in ways laptops and tablets simply can't.
FOR EXECUTIVE MEEITNGS ON THE GO
For the busy executive, a tablet device
mostly doesn’t cut it when it comes to
being truly engaged in a meeting. The
digital pen allows the banker to be
engaged - listening, observing,
thinking – all the while they can
capture what is being said.
Effortless Customer Notes
from Bankers
Digital pens are almost as
discreet as a normal
ballpoint pen. They use real
ink and they write on real
paper. The only difference
between a digital pen and
the pen is the digitization of
your pen strokes – every
word, doodle, sketch or
scribble is converted to a
digital page.
Game changing ability for conversation
Take control and WOW your customers? “The real value this gave was
the format of my digital notes – it wasn’t just an audio file, or basic
notes, it’s the interactive PDF – there’s no barrier to being able to
read and listen to the meeting – this allowed all of us to recap in a
much deeper way.”
Plan session with client and key participants,
facilitate the session BUT, rather than trying to take
copious notes – write bullet points and use
bookmarks as important points emerge or when the
discussion goes off in new directions. Contribute fully
to the session – during your engagement step and
ensuring the group keeps a dynamic, engaged
discussion going.
Accurate & comfortable
Ease of use and Audio recording
Sk et ch C apt ure & Handwri ti ng t o T ext
one of key skills required for
our banker is the ability to
listen and engage with
customers during the
conversation – a job made
much easier because of the
smartpen’s ability to capture
the audio.
In a recent deep
dive with bankers
and clients
The pens with the most features are also the biggest because of the
technology packed into the pen's shaft. Many electronic pens are not
much bigger than a normal ballpoint pen but lack many of the features
that allow you to take comprehensive notes.
The digi-pen provide features like audio recording that syncs to notes to
create pencasts – a digital version of your notes that includes the
recorded audio. Then a battery life and easy syncing features like
Bluetooth or Wi-Fi are also important. How about 14Hrs battery life.
Ability to convert a physical copy of a sketch to a digital image and
attach to the notes is gold. Review your notes your handwritten notes
could be used ti create tasks, reminders, calendar events, new contacts
etc. You could also add photos, text notes and pencasts to your notes.
Finish session – immediately share notes and audio with client using Livescribe Connect – back to
office – catch up on emails, then go over notes using paper replay to recall salient points, noting
further thoughts and ideas. Use MyScript for Livescribe, convert expanded notes into editable
text and finish report for client – report includes a copy of the interactive PDF.