"Putting the human touch back into transcription." 👊🏼 Obsessed with security, privacy & compliance.
Sarasota, FL
Joined September 2012
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Wishing all of you and your families a very Happy Thanksgiving. All of us at Copytalk Mobile Transcription are grateful to those we serve and are blessed to have you as our valued clients!
We are so pleased to honor our CEO @CopytalkMaree for her leadership and inspiration as capture by her feature in @SuccessPitcher
@CopytalkMaree is the CEO CTPRP is the CEO at @CopytalkUSA, to be featured on the cover of 🏅 𝐓𝐡𝐞 𝟏𝟎 𝐌𝐨𝐬𝐭 𝐈𝐧𝐬𝐩𝐢𝐫𝐢𝐧𝐠 𝐂𝐄𝐎𝐬 𝐢𝐧 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐨𝐥-𝟏 🏅 by 𝑺𝒖𝒄𝒄𝒆𝒔𝒔 𝑷𝒊𝒕𝒄𝒉𝒆𝒓𝒔
cutt.ly/zL4XUWg
#inspiringceo #inspiringwomen
Copytalk retweeted
We are so pleased to honor our CEO @CopytalkMaree for her leadership and inspiration as capture by her feature in @SuccessPitcher
@CopytalkMaree is the CEO CTPRP is the CEO at @CopytalkUSA, to be featured on the cover of 🏅 𝐓𝐡𝐞 𝟏𝟎 𝐌𝐨𝐬𝐭 𝐈𝐧𝐬𝐩𝐢𝐫𝐢𝐧𝐠 𝐂𝐄𝐎𝐬 𝐢𝐧 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐨𝐥-𝟏 🏅 by 𝑺𝒖𝒄𝒄𝒆𝒔𝒔 𝑷𝒊𝒕𝒄𝒉𝒆𝒓𝒔
cutt.ly/zL4XUWg
#inspiringceo #inspiringwomen
This is awesome information.. Check out our partnership with @FemaleAdvisorNetwork and @Wealthbox ! So grateful to be part of these incredible partnerships!
Best part of our Partner Marketplace is the number of companies in it that integrate with one another!
Our partner, @Wealthbox has webinar replays containing information about their integration with @CopytalkUSA & @DataPts among many others!
For more⬇️
wealthbox.com/webinars/
True or False? As of summer 2020, #wealthmanagers must provide clients with a #FormCRS.
100%True
0%False
2 votes • Final resultsListen to our CEO @CopytalkMaree! She knows what she's talking about. Take a look at our full list of services. bit.ly/3OMqJwM
More reports of the CFP Board suspending reps charged in SEC’s #RegBI cases. I can't stress enough how important it is to document your client engagements using #transcription services so there is no doubt what's been discussed during these meetings. bit.ly/3R1wzwq
On the heels of the 2nd anniversary of #RegBI, we're sharing a .@Skience article that breaks down top 10 #RegBI compliance issues that #wealthmanagers should know. No. 1 & 2 discuss disclosure obligation which is our specialty. bit.ly/3OJOhTD
There is still time to register for our #RegBI webinar. These guidelines will ensure you don't run into SEC regulation issues. Tune in today! bit.ly/3xvZ1xe #compliance #security #transparency
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
HOW DO YOU DOCUMENT?
0%SIRI, ALEXA OR VOICE SVC
100%HAND WRITE NOTES
0%MY ASSISTANT
0%TRANSCRIPTION SERVICE
1 votes • Final resultsHow secure are your third party vendors? We @CopytalkUSA take your privacy and security very seriously - read on: copytalk.com/ct/in-the-news/…
The new SEC #RegBI rules establish industry-wide standards to ensure brokers put the best interests of their clients first. #Wealthmanagers, join @CopytalkMaree & @OysterLLC for a webinar on how to navigate the increased transparency. Register: bit.ly/3xvZ1xe
With our #mobile #dictation guides reminders will pop up during your client meetings to ensure you've covered everything in your agenda. Watch this video to learn how to set up your dictation guide for your next meeting. #RegBI #compliance #meetingnotes bit.ly/3H5oimk
Join us for our next webinar where CEO @CopytalkMaree will discuss our the benefits of our #mobile dictation guides. This tool will simplify the process of taking notes during client meetings, setting agendas, and #dictation. Register: bit.ly/3xelmiJ #compliance #RegBI
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
We are committed to providing #CFPs & financial professionals with continuing education content that includes the latest information and industry standards. Register for the next session on June 16! bit.ly/3aHUxvF #financialadvisors #wealthmanagers #continuinged
Check out this article featuring our CEO @CopytalkMaree, who talks about how our services are simplifying documenting client interactions for #financialadvisors all over the U.S. bit.ly/3NuAyPF #security #compliance #RegBI
Thank you @FAmagazine for featuring my 7 strategies for #financialadvisors to effectively document client conversations. @CopytalkUSA is helping #wealthmanagers record their interactions with clients securely & accurately. bit.ly/3NuAyPF #security #compliance #RegBI