Maree is the Chief Executive Officer of Copytalk. But if her resume reads more like that of a highly accomplished financial-services executive, there’s good reason for that: For three decades that’s exactly what she has been. Holder of FINRA Series 24, 7 & 63 licenses, Maree spent 30 years exceeding her goals as a leader … Maree Moscati
Chief Financial Officer Gary Arnold is responsible for all of the financial operations of Copytalk. Gary is a CPA with more than 30 years’ experience in corporate finance, treasury, accounting and tax. He also has extensive experience with mergers, acquisitions and divestiture transactions. Gary began his career with KPMG, a large international accounting firm, and … Gary Arnold
Chief Technology Officer Brian Johnson is responsible for technology design and implementation at Copytalk. When a transcription service sets the standard for recording dictations and delivering transcriptions, accurately and securely 24/7; for managing requests, tracking issues, and responding quickly; for workflows so efficient they save customers money; and for integrations that allow users to better … Brian Johnson
Executive Director, VP of Technology Baird Juckett is responsible for product development, information technology infrastructure, and management of the security program at Copytalk. Baird brings extensive experience in managing technical teams for end to end product management. He has been with Copytalk since its inception in 2001 and has taken a leading role in the … Baird Juckett
Business Developer Amonte Andrews began his career with Copytalk in 2004 as a transcriptionist. Since then he has occupied many roles ranging from the Operations Manager within Operations business unit of Copytalk to a Software Engineer within IT department to his current role as Business Developer with a focus on technology integrations. Some of Amonte’s key accomplishments … Amonte Andrews
Client Services Manager Robert J. Davenport began working for Copytalk in 2007 as an Account Executive. In 2008 he was tasked with developing programs for customer retention, which lead him into his current role as Customer Support manager. Robert is a Graduate of Ringling College of Art and Design with a Bachelor’s degree in Illustration.
National Sales Manager Deanna Faris joined Copytalk in February of 2008. As a Sales Manager, Deanna is responsible for overseeing the developing sales staff. Aside from maintaining her individual sales goals, she mentors the developing sales staff in setting and achieving their goals. She is also an integral part of our training program, coaching new … Deanna Faris
Operations Manager Georgia John Lubeski joined Copytalk in 2009 as a transcriptionist with experience offering managed IT services in the metro Atlanta area and a background in mathematics at UGA. Prior to joining the management team in 2012, he co-founded a volunteer after-school program and hosted events that drew participants from neighboring states and universities. … John Lubeski
Operations Manager Florida Kyle Wilson joined Copytalk Business Services in February 2006, processing nearly 200,000 transcriptions over his tenure since then. Originally part of the Gainesville management team, he was promoted to Operations Manager after opening Copytalk’s Tallahassee facility in October 2015. He received a B.A. in English from the University of Florida, graduating summa … Kyle Wilson
Training Developer and DigiScribe Operations Manager Cameron Hansen is a training developer and Operations Manager, applying progressive, interactive approaches to new and existing programs to deliver the highest quality product. Starting at the ground-level with Copytalk Business Services in 2010, Cameron has firsthand experience with every level of our firm. He is keenly aware of … Cameron Hansen
Operations Manager Florida Kayti Agnelli joined the Copytalk Business Services team in Gainesville as a transcriptionist in 2012. When the newest production center opened in Tallahassee in 2015, Kayti relocated to Tallahassee to become the first Operations Supervisor and Hiring Coordinator for the facility. During that time, she also embraced the role of Social Media … Kayti Agnelli
Operations Manager Florida Audrey Winings started as a transcriptionist for Copytalk in 2013 and worked her way up through every possible position in the Sarasota office until she was finally promoted to Operations Manager in 2018. She has been a self-proclaimed Minister of Mirth, organizing office events and activities throughout her tenure but loves the … Audrey Winings
The Female Advisor Network is a national membership organization for female financial advisors. Our mission is to empower all female financial advisors by providing a community of support, education, mentorship, and collaboration that is for female advisors by female advisors. We are dedicated to being change makers to help pave a better path for female advisors in the future and to support each other today.
The ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS (QUAD-A) was created to address the needs and concerns of African American Financial Professionals. QUAD-A is a non-profit membership organization for African American financial advisors and affiliated professionals. Founded in 2001 by LeCount R. Davis, CFP®, our mission includes developing and fostering professional relationships among African American … ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS (QUAD-A)
FINOP & CFO Solutions, LLC leverages our expertise and experience to provide solutions customized for broker/dealers or investment advisory firms. Services may be as streamlined as managing your FINOP responsibilities, or as broad as leading your CFO and Accounting functions. FINOP & CFO Solutions provides onsite and remote services with licensed, seasoned finance personnel. We … FINOP & CFO Solutions, LLC
About the Money Management Institute (MMI):Since 1997 MMI has been the leading voice for the global financial services organizations that provide financial advice and professionally-managed investment advisory solutions to individual and institutional investors. Through industry advocacy, educational initiatives, regulatory affairs, data reporting, and professional networking, MMI supports and advances the growth of a diverse spectrum … Money Management Institute (MMI)
SIFMA is the voice of the nation’s securities industry and advocates for effective and efficient capital markets. SIFMA represents the broker-dealers, banks and asset managers whose nearly 1 million employees provide access to the capital markets, raising over $2.5 trillion for businesses and municipalities in the U.S., serving clients with over $20 trillion in assets … SIFMA
Shareholders Service Group (SSG) specializes in meeting the unique investment and technology needs of independent investment advisors and their clients. Formed in 2002, SSG offers brokerage services with extensive account insurance, a wide variety of investment options, competitive technology and an experienced team committed to providing excellent personal service. Shareholders Service Group (SSG) was co-founded … Shareholders Service Group (SSG)
Our Program With any project that requires precision, having a ‘blueprint’ to follow is essential. In building as in business, the architectural elements of design lay the foundation for the construction. Without it, at best you develop a company from a piecemeal approach with the pieces not fitting together as a whole. Designing (or re-designing) … Efficient Practice
TradePMR provides brokerage and custodial services to Financial Advisors. As the fourth largest RIA Custodian*, our goal is to empower advisors with the tools they need to both effectively manage and grow their businesses, as well as provide exceptional support and service to their clients. With that in mind, our products and cutting edge … About Trade PMR
#1 in Marketing Systems The System The Bill Good Marketing System® is the only marketing system available in financial services today. Defined as “a computer-based, client marketing, prospecting, and practice management system,” it includes everything an FA needs to manage a client base, grow it, and build the team to help manage it. “The System” has … Bill Good Marketing®
Many advisors want to grow their business, but struggle with how to make it happen. We give you a tested plan and accountability that guarantees results. Our Promise to You Grow Your Business If you want to grow your business, we’ll provide the right tools, training and team to support your firm’s efficiency, productivity and … Carson Group Coaching
CRM for Financial Advisors and Insurance Agents The Goal As a financial services professional, your business is unique. But across the financial services distribution chain, professionals all share one common goal: to deliver top client service in an efficient, profitable manner. The Solution Ebix’s SmartOffice solution is designed to help you achieve your goals by … SmartOffice – Powered by Ebix
Advisors Assistant is specifically designed as a client management system for the financial services industry. With Advisors Assistant you can not only perform contact management functions, but you can also track your clients’ financial products including insurance and investments, consolidating them into one report. Advisors Assistant calculates dollar and time weighted rates of return, and … Advisors Assistant
Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health … National Association of Insurance and Financial Advisors (NAIFA)
About the Shared Assessments Program The Shared Assessments Program was created by leading financial institutions, the Big Four accounting firms, and key service providers to inject standardization, consistency, speed, efficiency and cost savings into the vendor risk assessment process. Through membership and use of the Shared Assessments tools (the Agreed Upon Procedures and the Standardized … Shared Assessments
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all these things while simultaneously improving operational efficiency. For more information, visit www.redtailtechnology.com.
On August 21st, 2017, a group of our Copytalk, LLC scribes stood outside, looking up at the sky through specialty glasses. Our Athens office was privileged enough to experience 99 percent of the rare total solar eclipse sailing across the sky that day, and our office celebrated in style. There were glasses available for those who wanted to enjoy the show, as well as refreshments for all.
Copytalk is the only transcription service specially managed and engineered to meet the financial service industry’s uniquely rigorous standard of accuracy and privacy in the recording of dictated client-meeting notes and the preparation & delivery of transcriptions.
Market volatility, political unrest, tax reform: We’ve heard you wondering, “What does it all mean?”
er wnd hw we gt ur xscrs bk so fst?
Translation: Ever wonder how we get your transcripts back so fast?
So many times, we see the words privacy and security lumped together, especially when we talk about technology. It’s easy, then, to think of them as a single idea, when in fact, they’re two very distinct concepts. In 2018, both privacy and security mean a lot to you, our clients, and to your clients, whom we protect by extension.
Whenever someone asks what my job is, I used to tiptoe around the subject. I’m not ashamed of what I do. In fact, I’m the only one of my friends that doesn’t complain about going to work in the morning. I plan on coming in to work until they tell me I can’t anymore. The reason I used to tiptoe around the subject is that for the longest time I didn’t have a great answer to the question I always get: “Why don’t they just use a speech-to-text program?” And I’m sure our potential customers have thought that as well. “Why spend a little extra on having a human do this when I could pay once for a computer program?”
We’ve all been there before, the awkward training period when you start a new job. Maybe you had to wear a silly hat while you learned what was and wasn’t okay to put in the deep fryer. Maybe you had to learn how to use expensive, complicated equipment, inevitably using it incorrectly in front of your boss’s boss. Maybe you even, as once happened to me, had to wear a giant button that said, “ASK ME ANYTHING,” long before you were ready to be asked anything. It seems that no matter the job, the training period is tedious, long and just plain unenjoyable. It’s not easy on you, the trainer, your manager and certainly not your customers.
Reliable and quick documention isn’t some dusty chore that wealth managers treat as such, but a core part of the job and increasingly challenging as communication channels proliferate. A practitioner in the space explains what’s at stake.
SARASOTA, Fla., April 3, 2018 /PRNewswire/ — Copytalk®, the leading provider of secure mobile transcription services, announces the expansion of its existing Enterprise and Client Resource Management (CRM) integration opportunities. Part of Copytalk’s appeal is its versatility and adaptability to compliance and technological requirements. Direct integrations provide targeted, effective responses to those ongoing, sometimes breakneck, shifts.
SARASOTA, Fla., Jan. 30, 2018 /PRNewswire/ — Copytalk strives to continually stay above industry standards as it relates to security and privacy protocols demanded from the prominent financial firms we support. Our Enterprise Corporate clients recognize this certification sets Copytalk apart and assures them of our commitment to their Third Party Vendor Risk Management platform. Maree Moscati, CEO of Copytalk joins only a handful of woman CEOs to obtain this distinguished designation.