If it isn't documented, it didn't happen!

Copytalk Demo | In|Vest 2019



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What makes your product great?

This is transcription not as some “dusty chore” but as workflow enhancement. With an app that effectively embeds a live transcriptionist on the advisor’s screen, you no longer have to dial into Copytalk to dictate notes by phone – how 2018 was that? And by returning transcripts to CRM screens, we inject client notes where they will be of most value – directly into an advisor’s workflow. What’s the urgency? Regulators take a dim view of shoddy documentation, as do clients.

What key challenge does it solve?

It solves for the fallibility of memory. Since the work of documenting client meetings produces no revenue for advisors, many postpone it until evening. By then, however, their recollections of the day’s meetings have begun to fade. Copytalker™ enables one-touch dictation directly into a screen – technology so inviting it encourages advisors to document meetings the moment they end.

What is your best success story?

We believe that when your client testimonials speak for themselves, why interrupt? So here is Michael Dimos of Baystate Financial: “With Copytalk, I dictate my notes once the meeting or phone call is complete. I obviously dictate the details of the meeting, but what really helps me is memorializing the details that make each client unique: the names and ages of their kids, the specifics of recent or upcoming life events, the name of a favorite restaurant, sports team, and more. Every time I hear a client say, ‘Wow, I can’t believe you remembered that’, I know that Copytalk is paying for itself many times over. I also dictate meeting summaries and email them to clients, usually within 24 hours. They love that!