AS HURRICANE IAN APPROACHES FL, PLEASE KNOW OUR MAIN CONCERN IS FOR THE SAFETY OF OUR EMPLOYEES - OUR CORP OFFICES, LOCATED IN SARASOTA, FL WILL BE CLOSED TODAY (9/27) @ NOON. OUR TRANSCRIPTION FACILITIES WILL REMAIN OPEN AS LONG AS OUR EMPLOYEES ARE SAFE

Read what our CEO @CopytalkMaree has to say on addressing third party risk management in a recent interview with @SA_Program #riskmanagement #enterpriseriskmanagement #privacy #compliance sharedassessments.org/blog/c…

Did you miss our CEO @CopytalkMaree in @My_TechMag ? Check out her feature in the September issue pg. 20-21 and congrats to all of the other CEOs! #entrepreneur #leadership #ceolife #tech mytechmag.com/magazine/2020/…

Interested in a #RegBI update? An SEC ..." roundtable will discuss initial observations from SEC and FINRA staff for Regulation Best Interest and Form CRS." Follow us here for updates! #compliance #security #wealthmanagement #advisors e.gv6.co/tlyUgY

THANK YOU @jimmywilliams. "My days are filled with client, operational & other meetings as well as projects, administrative matters & other tasks that require me to be efficient & effective with my time. One tool that is instrumental to me for this purpose is Copytalk... To s

Copytalk’s partnership with Syncwords will let your advisors get the most from client meetings. #copytalkUSA #advisors #productivity #practicemanagement #syncwords copytalk.com/ct/maree-copyta…

Sign up now for our Octoberfest discount - Led by a renowned financial-services professional obsessed with accuracy, #security, and #privacy, Copytalk is a premier #transcription service that hears what others don't. e.gv6.co/t6sf3-

Results are in! 100% of #enterprises that responded said Emails and Phone Calls were the primary method of communication - CALL your clients today! #CommunicationIstheKey #COVID19

Egnyte your Copytalk! Did you miss our webinar with Brittany Carambio and our CEO @CopytalkMaree? The replay is now available here >> vimeo.com/452345788 #WealthManagement #webinar #innovation #digitization #CopytalkUSA #ceo #financialservices #fintech

Receive One Hour of CE Credit for Free! Register below. register.gotowebinar.com/rt/…

Register now for our upcoming webinar with @Egnyte featuring @CopytalkMaree & @BCarambio #finserv #fintwit #Digitization #WealthManagement

"Hands down, Copytalk is THE BEST thing that I have done since going independent. I am no longer typing all of my own notes. I have already saved 6-8 hours’ worth of time this week alone! Also, I love the iPhone app!" #technology #businessautomation #financialadvisor #RIA #Apps

“I love the Copytalk service. It's reliable, fast, convenient...the service enables me to be more efficient with my business & my ability to get back to clients in a timely manner. ” ~Aaron Bell, FA, Northwestern Mutual #advisor #efficiency #WealthManagement #Client #digital

Tempted to Use AI for Your Enterprise’s Transcription? This Study Should Make You Think Again #compliance #productivity #practicemanagement copytalk.com/ct/maree-copyta…

In this interview with @FamilyWealth Report, CEO Maree Moscati CEO CTPRP talks with Tom Burroughes on how she expects Regulation BI to affect #wealthmanagement and #advisors linkedin.com/posts/copytalk_…

Here at Copytalk, #privacy and #security are key to instilling trust. Our #transcription process is held to the highest standard of #riskmanagement. Read how in an article by our CEO, @CopytalkMaree linkedin.com/feed/update/urn…

Whom do investors trust more – lawyers or financial advisors? Find out on our July Blog post! copytalk.com/ct/maree-copyta… #copytalkUSA #compliance #productivity #practicemanagement