'Putting the human touch back into transcription.' Former financial manager, obsessed with data security & privacy. Soul Cycle passion! Opinions are my own.
Sarasota, FL
Joined September 2012
- Tweets2.6K
- Following1.1K
- Followers550
- Likes3.6K
Maree Moscati retweeted
I wish I learned this earlier… xitter.cf/5min__crafts/status/15… – at Marlboro, NJ
Maree Moscati retweeted
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
Maree Moscati retweeted
True or False? As of summer 2020, #wealthmanagers must provide clients with a #FormCRS.
100%True
0%False
2 votes • Final results Maree Moscati retweeted
We celebrated #PrideMonth in the office with color and crafts. Our goal is to build an inclusive environment for all to feel welcome, respected, and valued, as not only employees, but as individuals. Happy #PrideMonth bit.ly/3QS0mrl
Maree Moscati retweeted
Using a #dictation service helps #wealthmanagers avoid the pitfalls that come with a lack of reporting. Our clients stress less over documenting key conversations, enabling them to operate more effectively. How do you take notes during client meetings? #RegBI #compliance
SEC Fines Another Advisory Firm for Form CRS Failures ift.tt/Wn5yImX
Maree Moscati retweeted
Thank you @CopytalkUSA and @CopytalkMaree for being one of our amazing speakers. Can't wait to see everyone there.
@CopytalkMaree will be a speaker for Connecting With Confidence hosted by @SellingInASkirt.
It’s time to CONNECT WITH CONFIDENCE and hear the stories, strategies and successes that are waiting for you!
Join me on May 19th from 11-1 eastern/10-2 central:
bit.ly/femalelead-summit
Maree Moscati retweeted
In case you missed our March "Building your Tech Stack" #webinar with @RedtailCRM, we have the replay for you. Don't miss out!
Link to the full webinar here: copytalk.com/ct/webinar-podc…
Maree Moscati retweeted
Welcome Dictation Guides! The new feature on app that allows you to create and arrange a variety of #guides for all of your #meetings and client communications.
Learn more about how to access and use the dictation guide feature here! vimeo.com/680517714
Maree Moscati retweeted
Have you heard of Copytalker? Our patent-pending API that functions as a virtual assistant to dictate and integrate your meetings and notes with the touch of a button!
Learn how it can help you here! vimeo.com/680515904
#dictation #regbi #clientservice #CRM
Maree Moscati retweeted
Don't miss our "Building Your Tech Stack" webinar with @RedtailCRM TOMORROW at 10am PST.
Register here! redtailtechnology.zoom.us/we…
Maree Moscati retweeted
Let us introduce you to Copytalker, our unique, patent-pending #dictation technology that is the equivalent of having an assistant directly in your dashboard or #CRM.
Learn about how Copytalker can help you! Read more below or on our website: lnkd.in/dpiw3e5q
Maree Moscati retweeted
In honor of #InternationalWomensDay, we wanted to thank the amazing women on our #copytalkusa team, the #dyanmicwomen that allowed us to share their stories over the years, and all of the women working hard to change the world! #IWD22 #BreakTheBias
Maree Moscati retweeted
Thank you to @SonyaDreizler and @LIVgagnon for letting us share your incredible stories in our “Dynamic Women and the Men Who Support Them” series!
Read more about them and their company, Choir, here! copytalk.com/ct/dynamicwomen…
Maree Moscati retweeted
What are the top six #RegBI #compliance failures, according to @FINRA? Find out in this article by @ThinkAdvisor: bit.ly/3LyTXyh. Documentation can address many of these issues. Learn how #CopytalkUSA's RegBI template can help: copytalk.com/ct/reg-bi/. @CopytalkMaree
Maree Moscati retweeted
Have you signed the Choir Pledge?
hellochoir.com/pledge/
ALT Screenshot of hellochoir.com/pledge with text that reads: "Together, let’s set higher standards for conference diversity + representation As event sponsors, attendees, and speakers, we have the power and influence to create a more diverse and representative future. SIGN THE CHOIR PLEDGE"
Maree Moscati retweeted
Does your enterprise plan to produce more or fewer thought-leadership videos in 2022 compared to previous years?
#copytalkUSA @CopytalkMaree #productivity #practicemanagement #timemanagement
copytalk.com/ct/maree-copyta…
0%More than previous years
0%Somewhat more
0%About the same
0%Fewer than previous years
0 votes • Final results Maree Moscati retweeted
DID YOU KNOW?
Dictation templates will memorialize your client meetings - Sign up with Copytalk now. copytalk.com
#dictation #digitization #transcription #copytalkUSA #appstore
Maree Moscati retweeted
Sure, thinking #outsidethebox is great for innovation, but there are times when thinking inside the box is the prudent choice of action. Read more at copytalk.com/ct/maree-copyta…
#copytalkUSA @CopytalkMaree #productivity #practicemanagement #timemanagement @SEIJohnA @SEIAdvisors
