Copytalk

Dictation Guides Overview

The Copytalker is our other newest patent-pending technology that virtually eliminates using a phone or App to make dictations and is an API “Button” that basically sits within an advisor workstation or CRM.

Documentation Is Easy

Copytalk’s Newest Innovation ~ DICTATION GUIDES!

Copytalk, the premier transcription service that hears what others don’t!  Our clients asked and we listened….presenting Copytalk Dictation Guides.  Copytalk utilizes best in class custom technology with human transcribers who are fully vetted, trained and U.S. Based to assure a 99% accuracy rate and a 99% client retention ratio.   We pride ourselves on our security and privacy protocols and are trusted by the most prominent financial institutions across the U.S., Canada, UK and Australia.

Copytalks’ Dictation Guides fundamentally eases the way you dictate your notes. 

Imagine being able to create, customize and color code for easy reference your very own dictation guides to establish:

• Road map for structured dictations
• Assures all crucial data is documented
• Organize your thoughts through a “flow” of talking points
• Feature allows you to write your own Dictation Guide
• Color coding allows visual organization of your Guides
• Flexibility to add/delete objectives of structured notes

In less than 3 minutes; you can learn how to save hours in your week and earn more AUM while remaining compliant.

Copytalks ever-evolving focus on tech innovation coupled with expressly trained transcriptionists provides you with the utmost in quality and security in capturing critical notes.