Copytalk, LLC

Copytalk is the premier provider of secure transcription services to leading financial firms. We ensure privacy and security of data via controlled and monitored U.S. facility-based transcriptionists (similar to FINRA testing centers).

• Increased Productivity: allows advisors to focus on revenue-generating activities. 
• Compliance Assured: advisers capture precise client documentation, delivered via email on secure servers. 
• Ease of Use: use any phone or our mobile app to dictate notes. 
• Integration: Copytalk integrates with many CRM systems