We are very proud of Audrey Winings, Operations Manager of our Sarasota Transcription facility. Audrey was named our MVP for 2019 for her outstanding leadership
Founder and President of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management sectors. Distinguished by her ability to forecast and leverage critical trends, and by her expertise in digital and traditional media, she leads a firm that designs bespoke marketing campaigns for some of the world’s leading wealth-management firms, fintechs, and family offices; campaigns that strengthen brand value and drive client acquisition. The Rudin Group was founded in 2008.
Michelle Feinstein is a Director for BNY Mellon’s Pershing in Technology and has more than 25 years of experience in the areas of client engagement, strategy and product development for wealth management.
Cheryl Nash, President, Investment Services at Fiserv, drives the strategic vision for industry-leading technology solutions in wealth management. With over 30 years of experience, Cheryl has a keen appreciation and understanding of industry trends, priorities and challenges, and is a highly sought-after subject matter expert. Her consultative approach has yielded enduring client partnerships. Cheryl is next in our Hear and Persevere series.
We continue our series of interviews with inspiring women in the leadership. This time we feature Rene’ Nourse — Founder and CEO, Urban Wealth Management. A frequent guest speaker and contributor about women and finance, she was one of twenty awardees for 2017’s Investment News Women to Watch, has been a recipient of the Five Star Wealth Manager Award since 2014 and recognized by the Los Angeles Business Journal’s as one of LA’s Most Influential Wealth Managers for 2018. In January 2019, she became the 10th President of the Association of African American Financial Advisors, known as QUAD-A.
Catherine Allen is an entrepreneur, former corporate executive at Dun and Bradstreet and Citi-corp, corporate and nonprofit board member, former professor of business and advocate for more women in the C suite, on corporate boards and in public policy. She is Chairman and CEO of The Santa Fe Group, a strategic advisory firm, focused on third party risk and cybersecurity and second in our series: “Hear and Persevere: Inspiring Stories of Dynamic Women”
Our series, “Hear and Persevere: Inspiring Stories of Dynamic Women,” debuts interviews with remarkable women whose counsel and support have inspired our leader and CEO at Copytalk, Maree Moscati. Our first interview is with Marla Sofer, VP of Strategic Partnerships at Jemstep.
On August 21st, 2017, a group of our Copytalk, LLC scribes stood outside, looking up at the sky through specialty glasses. Our Athens office was privileged enough to experience 99 percent of the rare total solar eclipse sailing across the sky that day, and our office celebrated in style. There were glasses available for those who wanted to enjoy the show, as well as refreshments for all.
Copytalk is the only transcription service specially managed and engineered to meet the financial service industry’s uniquely rigorous standard of accuracy and privacy in the recording of dictated client-meeting notes and the preparation & delivery of transcriptions.
Market volatility, political unrest, tax reform: We’ve heard you wondering, “What does it all mean?”
er wnd hw we gt ur xscrs bk so fst?
Translation: Ever wonder how we get your transcripts back so fast?
So many times, we see the words privacy and security lumped together, especially when we talk about technology. It’s easy, then, to think of them as a single idea, when in fact, they’re two very distinct concepts. In 2018, both privacy and security mean a lot to you, our clients, and to your clients, whom we protect by extension.
Whenever someone asks what my job is, I used to tiptoe around the subject. I’m not ashamed of what I do. In fact, I’m the only one of my friends that doesn’t complain about going to work in the morning. I plan on coming in to work until they tell me I can’t anymore. The reason I used to tiptoe around the subject is that for the longest time I didn’t have a great answer to the question I always get: “Why don’t they just use a speech-to-text program?” And I’m sure our potential customers have thought that as well. “Why spend a little extra on having a human do this when I could pay once for a computer program?”
We’ve all been there before, the awkward training period when you start a new job. Maybe you had to wear a silly hat while you learned what was and wasn’t okay to put in the deep fryer. Maybe you had to learn how to use expensive, complicated equipment, inevitably using it incorrectly in front of your boss’s boss. Maybe you even, as once happened to me, had to wear a giant button that said, “ASK ME ANYTHING,” long before you were ready to be asked anything. It seems that no matter the job, the training period is tedious, long and just plain unenjoyable. It’s not easy on you, the trainer, your manager and certainly not your customers.