Fintech Integration Marketplace

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Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency in the recording of dictated client-meeting notes and the preparation & delivery of transcriptions. The stakes are high: Even advisors who beat Warren Buffet’s returns would be fired if they breached the privacy of client conversations or if their meeting notes showed a tendency to misplace decimal points.

So how to document client meetings and phone calls while ensuring their privacy and accuracy? With a proposition that sits at the core of Copytalk’s business model: All transcriptions are prepared by live, U.S. facilities-based transcriptionists working at locked-down workstations within one of Copytalk’s securely managed facilities. These strict protocols, rare in the industry, ensure security, privacy, and quality control.

This obsession with privacy and accuracy stands in stark contrast to the vulnerabilities of popular speech-to-text software, whose providers reserve the right to mine user data in violation of privacy.

  • MobileScribe – Mobile Dictation and Transcription
  • DigiScribe – Audio and video transcription
  • Enterprise
  • FinTech

Companies that integrate with Copytalk

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
Practifi is the new benchmark for CRM-based systems in financial advice.
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
Wealthbox is a web-and-mobile CRM application for financial professionals.

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