Copytalk Financial Services


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INDUSTRIES

Financial Services Industry

Sales productivity and compliance are not mutually exclusive when you use Copytalk. Financial professionals understand that the foundation of a strong relationship with prospects and clients is dependant on knowing as much about them as possible. They also recognize the importance of detailed and accurate client notes for compliance purposes. Improving documentation of client and prospect meetings is faster and easier with Copytalk, resulting in more detailed and accurate information. Copytalk allows you to spend more time on growing your practice and less time on administrative tasks.

Increased Productivity

	Speaking is faster than writing or typing
	Document immediately using any phone while details are fresh on your mind

Stronger Client Relationships

	Build more in-depth client and prospect profiles to create clients for life
	Spend more time servicing clients and less time on administrative hassles

Better Documentation for Compliance

	Capture more detailed and accurate notes immediately after each client/prospect interaction
	Provides 3rd party validation of the date and time when you called in your notes