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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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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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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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    Debra N. Diener