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Copytalk Wins BISA's Technology Innovation Award For Third Consecutive Year

SARASOTA, Fla., March 8, 2019 /PRNewswire/ -- Copytalk has been named winner of The Bank Insurance & Securities Association's (BISA) 2019 Technology Innovation Award for the third consecutive year for launching Copytalker™, a patent-pending technology for financial enterprises that allows advisors to dictate client-meeting notes directly onto platforms, dashboards, and CRM's.

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Copytalk CEO Maree Moscati Wins BISA's Circle of Excellence Award

SARASOTA, Fla., March 7, 2019 /PRNewswire/ -- Copytalk CEO Maree Moscati has been named winner of The Bank Insurance & Securities Association (BISA) 2019 Circle of Excellence Award for converting the "chore" of documentation into a technological advantage for financial institutions.

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The Story of Us ~ Part 7 in a Series A Day in the Life of a Transcriptionist

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.

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The Story of Us ~ Part 6 in a Series A Day in the Life of a Transcriptionist

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.

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The Story of Us ~ Part 5 in a Series A Day in the Life of a Transcriptionist

Market volatility, political unrest, tax reform: We've heard you wondering, "What does it all mean?"

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The Story of Us ~ Part 4 in a Series A Day in the Life of a Transcriptionist

er wnd hw we gt ur xscrs bk so fst?

Translation: Ever wonder how we get your transcripts back so fast?

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The Story of Us ~ Part 3 in a Series A Day in the Life of a Transcriptionist

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.

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The Story of Us ~ Part 2 in a Series A Day in the Life of a Transcriptionist

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?"

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The Story of Us ~ Part 1 in a Series A Day in the Life of a Transcriptionist

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.

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The Thriving Business Of Transcription

Transcribing advisors' conversations with clients securely and fast can build confidence and trust - as well as being a vital task when so much needs to be logged. This publication spoke to a practitioner in the space.

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If It Isn't Documented, It Didn't Happen

Reliable and quick documention isn't some dusty chore that wealth managers treat as such, but a core part of the job and increasingly challenging as communication channels proliferate. A practitioner in the space explains what's at stake.

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Copytalk® Expands Enterprise Integration


SARASOTA, Fla., April 3, 2018 /PRNewswire/ -- Copytalk®, the leading provider of secure mobile transcription services, announces the expansion of its existing Enterprise and Client Resource Management (CRM) integration opportunities. Part of Copytalk's appeal is its versatility and adaptability to compliance and technological requirements. Direct integrations provide targeted, effective responses to those ongoing, sometimes breakneck, shifts.

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Maree Moscati Copytalk® CEO Confirms Commitment to Third Party Risk Management

SARASOTA, Fla., Jan. 30, 2018 /PRNewswire/ -- Copytalk strives to continually stay above industry standards as it relates to security and privacy protocols demanded from the prominent financial firms we support. Our Enterprise Corporate clients recognize this certification sets Copytalk apart and assures them of our commitment to their Third Party Vendor Risk Management platform. Maree Moscati, CEO of Copytalk joins only a handful of woman CEOs to obtain this distinguished designation.

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Copytalk® Mobile Scribe Receives BISA 2017 Technology Innovation Award

May, 2017 Sarasota, Florida — Copytalk® LLC is honored to be recognized by Bank Insurance Securities Association as recipient of BISA's Technology Innovation Award. Copytalk's leading technology solution provides secure, mobile transcription services to premier financial institutions. This award aligns exceptionally with Copytalk's commitment to provide technology services which advance and support the financial services industry while enacting comprehensive security protocols based on established industry standards.

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Copytalk® Mobile Scribe Becomes a Member Firm of Money Management Institute (MMI)

August, 2016 Sarasota, Florida — Copytalk®, the leading provider of secure transcription services, has become a member firm of Money Management Institute (MMI). Copytalk® is the perfect tool to capture notes immediately after client meetings. Copytalk® realizes that the security of information is critical and offers an important and comprehensive security protocol based on established industry standards. In addition to other rigorous technical and operational safeguards, Copytalk® helps protect client data by utilizing exclusively controlled and monitored, U.S. facility-based transcriptionists.

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Copytalk® Mobile Scribe Announces an Agreement with Shareholders Service Group (SSG)

[July 13, 2016, Sarasota, Florida] — Copytalk® LLC, the leading provider of secure transcription services, announces an agreement with Shareholders Service Group. Shareholders Service Group (SSG) provides brokerage and custodial services exclusively to independent registered investment advisors. Financial advisors use a variety of service providers to help them effectively manage and grow their respective businesses. Additional information about Copytalk and members of SSG can be found at: www.copytalk.com/ssg

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Copytalk Mobile Scribe For Financial Advisors - Top Ten Technology Tools For Advisors

Copytalk® the leading provider of secure transcription services for financial professionals, was selected in Retirement Advisor Magazine, "Top Ten Tech Toys For Financial Advisors."

One of the reasons Copytalk® is listed on Top Ten Tech Toys For Advisors is that it is built upon helping Financial Advisors cope with new DOL regulations. DOL Fiduciary Standards mandate that Financial Advisors be compliant in taking copious notes about their recommendations to their clients, documenting the reasons behind those recommendations.

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Copytalk Makes Top Ten List For Advisors

The worst post-meeting feeling is knowing you have to sit down and type up countless notes, which can be time consuming.

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Copytalk Receives 2015 Best of Sarasota Award

Copytalk has been selected for the 2015 Best of Sarasota Award in the Mobile Transcription category by the Sarasota Award Program.

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Copytalk Mentioned as Time Saving Tool On VA Site

Virtual Assistants said If you don't have time to write, but you do have time to talk on the phone (i.e. long commutes) you need this site.

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Getting it Right in a Regulatory Environment

Public anxieties still exist from the economic crisis of 2008, banks must continue to instill and maintain public trust. Yet the banking environment has never been more complex. The challenge is further complicated by the fact that financial firms from the smallest community banks to global institutions rely on a host of providers to perform.

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Are You Practicing What You Preach?

Does your practice have a business plan? Is it detailed enough to be implemented?

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Getting the Most Out of a Conference

Industry icon Bill Good recently posted an article on how to get the most out of your time while attending conferences. The article was so good I got his permission to repost it.

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Security Risks For The Wealthy And Their Advisers

There are security risks financial advisers and their wealthy clients need to consider.

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"Take a Letter" Isn’t What It Used to Be

Dictation and transcription services have been a valuable business tool for many years. These services continue to be important-and they need to be flexible, accessible and fast.

There is a wide array of service providers to choose from, but how you choose is as important as whom you choose. With the advent of big data and the corresponding wave of complex legislation-HIPPA, GLBA, Sarbanes-Oxley, Dodd-Frank, etc.-sanctions for noncompliance can be onerous. Some providers are sophisticated when it comes to security, some less so. You can't afford to use a provider that cannot clearly demonstrate its understanding and use of data security protocols.

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Successful Video Marketing. Strategize. Create. Distribute.

The Atlanta Internet Video Marketing Association's Sept. 2013 meeting. Three Steps to Successful Video Marketing. In this video, meet three experts who take you through all you need to know before starting a video marketing project. Sachi Koto, a former CNN anchor, joins E-Commerce expert Laurie Eady and SEO expert Deedra Hughes.

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How technology is changing the way producers work

...Enter Copytalk, which avails producers of this service from a smartphone or tablet. The company transcribes dictated notes at one of its "secure" facilities - FINRA registered transcriptionists work without Internet access and are monitored by quality assurance teams - then emails the finished product to producers or enters notes directly into their CRM app.

Copytalk CEO Maree Moscati says the service enables producers to use otherwise unproductive "windshield time" (as when stuck in rush-hour traffic) to capture client conversations while they're still fresh. An ancillary benefit is the ability to satisfy compliance requirements by detailing the reasons for plan recommendations.

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Tiburon Summit High Points

Attending the Tiburon Summit was a pleasure, and I appreciated the frank sharing of ideas among the top executives of a broad range of companies in the financial services industry. The overarching theme of putting investors first was especially gratifying. Having come out of the advisory world, this is something I care deeply about.

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By Marie Swift

Advisor use of social media has been a hot topic on conference tracks for the past 3-4 years. Here's how things have changed - and where you should be focusing your attention now.

Advisor use of social media has been a hot topic on conference tracks for the past 3-4 years. I've happily played a role since the industry started asking questions such as:

•Is this worth our time and attention?
•How can we meet FINRA and SEC regulations?
•What are the most useful tools?
•How do I get started?
•Ok, I get it. Where can I get help?

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Copytalk is proud to partner with the Life Foundation.

Copytalk is proud to partner with the Life Foundation. The Life Foundation is an educational foundation that helps consumers better understand the need and benefits for life, health, disability and long-term care insurance.

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Copytalk Announces Partnership with TradePMR

SARASOTA, Fla., March 7, 2013 /PRNewswire-iReach/ -- Copytalk, LLC, the leading provider of secure transcription services for financial advisors, has announced a partnership with TradePMR, the Florida-based independent brokerage and custodian serving Registered Investment Advisors.

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Copytalk CEO Maree Moscati Joins Shared Assessments Advisory Board

SARASOTA, Fla., Feb. 27, 2013 /PRNewswire-iReach/ -- Copytalk, LLC, has announced that CEO Maree Moscati has joined the Advisory Board of the Shared Assessments Program, which enables its members to achieve a faster, more efficient and less costly means of conducting rigorous and comprehensive security, privacy and business continuity assessments.

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Copytalk's Dictation Service For Busy Professionals Has New Android App

Copytalk Launches Android Application Copytalk+ CopyTalk, a NAIFA Preferred Provider, has launched a Copytalk+ Android application, which makes it easier to document and record client meeting notes, letters, drafts of emails and to-do lists. Here's how it works. You simply press the Copytalk+ app on your Android device, enter your private PIN, and let you.

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How To enable your Redtail CRM to work with Copytalk dictation service?

Watch this short video to see how you can enable automatic integration with the Redtail CRM.

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Financial Planning Association and Copytalk Announce Strategic Alliance

Copytalk to provide secure transcription services at discount to FPA members

DENVER - October 16, 2012 - The Financial Planning Association® (www.FPAnet.org) (FPA®) and Copytalk®, LLC (www.copytalk.com) today announced a strategic alliance which will bring Copytalk's secure transcription services at a reduced cost to FPA members. The offering will become part of FPA's new Practitioners Resource Guide, a robust directory of practical solutions and benefits available to FPA members to help them take their businesses forward.

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Get Your Thoughts Out Faster and Turn Any Phone Into a Dictaphone With Copytalk!

Tired of handwriting or typing your own work? You are busy and have better things to do! Let Copytalk's Mobile Scribemobile dictation service do the typing for you. You talk & we type with our U.S. Based transcriptionist in secured facilities. Your privacy and security are a top priority with us.

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MP3 Transcription of Audio & Video With Digiscribe – Copytalk

Record speeches, plans, and documents and more on your own digital recorder. These recordings can be uploaded from your personalized and secure online Copytalk account. The recordings will be transformed into text and delivered back to you within a few days.

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Your Practice: Not your father's stenographer

(Reuters) - Financial adviser Craig Larsen always prides himself on remembering small details about his clients' lives. Lately he's gotten even better, easily recalling things like the name of a parent's nursing home or the status of a relative's career.

His secret? After meetings with clients or prospects, Larsen, president of the St. Charles, Illinois-based AHC Advisors Inc., makes a quick call to a transcription service and dictates into a recorded line what he wants to remember. In a few hours, he gets a transcript, which he later uses to refresh his memory.

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How Does Josh Peak Create Blog And Podcast Content On The Fly? He Simply Copytalks it!

This is another service that I know will help bloggers, entrepreneurs, attorney's, doctors, and others become more efficient... time is dollars right?

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    Debra N. Diener