Market volatility, political unrest, tax reform: We’ve heard you wondering, “What does it all mean?”
In general, it means uncertain clients and more work for the financial advisors who manage their money. With everything going on in the world, you may be fielding more calls, having more meetings, and reviewing accounts and making changes more frequently than you have in the past. We know that it is best practice for you to keep thorough notes each time you touch a client’s file, and at Copytalk LLC, it’s our best practice to make the documentation part of your job easy!
We hear that with your increased workload during these challenging times, you need a private, secure way to stay in compliance with Department of Labor rules that protect both you and your clients. We hear those calls, and our transcriptionists create high-quality, standardized transcripts so both you and your clients can have peace of mind. We are also up-to-date with Gramm-Leach-Bliley, HIPAA, PCI DSS, 201 CMR 17 and 23 NYCRR 500, to name a few.
Copytalk LLC can help keep you organized during these busy times. Our in-office transcriptionists work securely, listening to your voice recordings, formatting them to your specifications, and returning your notes to you. We screen and train our employees carefully, and you can expect they are fluent in financial terminology! All your work is processed in-house, never sent overseas, and never compromised.
It’s as easy as looking over your meeting notes and talking about them. We’ll listen to the recording and e-mail a copy back to you. Simply dial into our phone line or open our app, dictate your notes while they’re fresh in your mind, and we’ll deliver them to you in the way that you choose. At Copytalk LLC, we value your clients’ privacy and security as much as you do.
We heard what you need, and Copytalk LLC has answered the call for our clients across the board. From the mission to our company to each individual file we process, Copytalk LLC wants you to know that we hear you, and we’re here to help.