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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.

"Copytalk is pleased to become a member firm of MMI. MMI's mission is about being the leading voice for global financial service organizations, providing advice and professionally-managed investment solutions. Since MMI supports and advances the growth of advisory solutions, it's a natural fit for Copytalk," states Maree Moscati, CEO of Copytalk.

MMI's value proposition to its member firms is encapsulated in its tag line, Connect. Know. Grow. Through industry advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking, MMI supports and advances the growth of investment advisory solutions.

"We are excited to add Copytalk as a member firm to MMI's membership program and look forward to working together in industry advocacy, regulatory affairs, and professional networking," states Arlen Oransky, Senior Vice President, Chief Programs & Membership Officer.

About Copytalk® – Life Securely Noted Copytalk® has provided industry-leading, secure transcription services to financial services and prominent companies since 2001. We are the leader in mobile transcription services. Our clients can call the dictation service from any phone or use our smartphone app. Copytalk's secure facilities utilize our experts to type up the notes and, within a few hours, send a copy to the industry professional via email or directly into our customer's CRMs. Simply dial Copytalk® to dictate meeting details, to do lists, reminders, email drafts, or any other information needing to be captured. www.copytalk.com | 866.267.9825 ext. 108 | Copytalk 500 Tallevast Road, Suite 102, Sarasota, Florida 34243

About Money Management Institute (MMI) Since 1997 MMI has been the leading voice for the global financial services organizations that provide financial advice and professionally managed investment advisory solutions to individual and institutional investors. Through industry advocacy, educational initiatives, regulatory affairs, data reporting, and professional networking, MMI supports and advances the growth of a diverse spectrum of investment advisory solutions that serve an evolving worldwide financial landscape. MMI member organizations are committed to the highest standards of fiduciary responsibility and ethical conduct and to creating the most successful outcomes for investors at every level of assets. For more information, visit www.MMInst.org.


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