Copytalk
@CopytalkUSA
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"Putting the human touch back into transcription." ๐๐ผ Obsessed with security, privacy & compliance.
Sarasota, FL
Joined September 2012
This is a great way to check out Orion/Redtail workflow process! Efficiency is the name of the game.
@orionwealthtech Great workflow process!
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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!
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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
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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 ๐
๐๐ก๐ ๐๐ ๐๐จ๐ฌ๐ญ ๐๐ง๐ฌ๐ฉ๐ข๐ซ๐ข๐ง๐ ๐๐๐๐ฌ ๐ข๐ง ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐๐จ๐ฅ-๐ ๐
by ๐บ๐๐๐๐๐๐ ๐ท๐๐๐๐๐๐๐ https://t.co/z47d5sLV9D
#inspiringceo #inspiringwomen
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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 ๐
๐๐ก๐ ๐๐ ๐๐จ๐ฌ๐ญ ๐๐ง๐ฌ๐ฉ๐ข๐ซ๐ข๐ง๐ ๐๐๐๐ฌ ๐ข๐ง ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐๐จ๐ฅ-๐ ๐
by ๐บ๐๐๐๐๐๐ ๐ท๐๐๐๐๐๐๐ https://t.co/z47d5sLV9D
#inspiringceo #inspiringwomen
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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 moreโฌ๏ธ https://t.co/ND0ZFjiGYH
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True or False? As of summer 2020, #wealthmanagers must provide clients with a #FormCRS.
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Listen to our CEO @CopytalkMaree! She knows what she's talking about. Take a look at our full list of services.
More reports of the CFP Board suspending reps charged in SECโs #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.
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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.
skience.com
Itโs been about two years since a big change in our world. And, no, we arenโt talking about the pandemic (for once).ย Weโre talking about Regulation Best Interest and what it has meant for broker-d...
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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! https://t.co/GODAsqOprB
#compliance #security #transparency
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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
linkedin.com
Here at Copytalk, our goal is to build an inclusive environment for all to feel welcome, respected, and valued, as not only employees, but as individuals. In June, our offices celebrated Pride month...
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How secure are your third party vendors? We @CopytalkUSA take your privacy and security very seriously - read on: https://t.co/tku0iZRd2M
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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: https://t.co/GODAsqOprB
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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
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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: https://t.co/mGKSGO7isE
#compliance #RegBI
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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
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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! https://t.co/hasCd2KVnP
#financialadvisors #wealthmanagers #continuinged
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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. https://t.co/SnR104iU08
#security #compliance #RegBI
fa-mag.com
Compliance, security and convenience are all key considerations to bear in mind.
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. https://t.co/arhFKqbaeu
#security #compliance #RegBI
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