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Copytalk emails the finished notes to you or enters them directly into your CRM
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What They Say
It's rare to find a tool that both improves sales productivity and compliance, but Copytalk is certainly one of those tools!
Marv Feldman, Feldman Financial Group, MDRT Past President
I remember when we didn’t have calculators, don’t know what we did before cell phones and the Internet. And you know what, what did we ever do before Copytalk? It is fabulous.
Gloria, John Hancock Financial Services
I have never used a technology tool that was so easy to implement and so easy to master. I highly recommend it!
Tony, Mass Mutual; Chair of the Technology Committee
Copytalk has had a tremendous impact on our business. It has personally allowed me to be more efficient and far more productive with my time.
Jennifer Borislow, MDRT Life Member and TOT Chairperson
Copytalk is like having a mobile Assistant. Newer people in the industry who don't have an assistant can use Copytalk, and for more seasoned professionals, frees up their current staff and allows them to be more productive.
Rob, CLU, ChFC, REBC and Trustee Liaison of the NAIFA Member Benefits Committee
… there are many tools that improve efficiency. On the top of that list is now COPYTALK
Mitchell Ostrove, MDRT Foundation Past President
It has helped save me time and made my record keeping easier. I appreciate your time in making me aware of your service and I appreciate Greg for referring me to you.
Donald, Mass Mutual, MDRT: Three time Top of the Table; Ten time Court of the Table; Twelve time MDRT Jack Bobo Award Winner
Good notes both build client relationships and provide E&O protection. If you don’t have a photographic memory, you should have a Copytalk memory!
Pat Dempsey, Advisors Assistant
Good notes both build client relationships and provide E&O protection. If you don’t Copytalk has been a great asset to my business. Copytalk saves me money and time. I would highly recommend it to my fellow MDRT members.
John, New York Life; MDRT Member
I have started using the service and I am totally blown away by it.
Christopher, Assante Capital Management
I don't know why I didn't use Copytalk sooner…
Kory, New England Financial
I spend a lot of time speaking to financial consultants on how to grow their business and improve their quality of life. I recommend Copytalk to anyone that is on the go! It's a great organizational and productivity tool.
Copytalk has allowed me to spend less time in the office and more time seeing clients. Copytalk has been a great addition to my business and I know others will feel the same way.
Kristi, American Century Investments
I knew in theory that Copytalk would save me time and money, but I never could have imagined how much more efficient me and my assistant have become. Thanks Copytalk I don't know how I got along without you before.
Joseph, Northwestern Mutual
I have been through a transition in my practice of using a Dictaphone machine, using Dragon Naturally Speaking for several years, and finally, using another service. My dictation costs have been reduced by 50%. The turn around time has been reduced ....
I personally feel very comfortable in recommending Copytalk to anyone with a transcribing need. They are definitely a first class operation.
It is impossible to convey how much Copytalk has helped me! I have been amazed at the quality of the dictation returned to me. It’s obvious there is more than voice recognition software taking my dictation. I have found this to be a much more efficient use not only my time, but my staff’s time as well. And the final notes are much more detailed and understandable. In fact this service he been so useful to me that I have set up a second account for my second career pursuits” as well. Very very simple to use and very accurate. I Copytalk had been around all of my professional life!
In the last year, my practice grew 86%. Copytalk played a key role in contributing to that growth. Imagine...a compliance tool that actually helps productivity and sales! I recommend it to anyone looking to take their business to the next level.
Cindy, Prosperity Planning, Inc.
For more information, please contact an account representative at (866) 267-9825 or email@example.com.