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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