A Transcriptionist Fluent in Financial Terminology Embedded on a CRM Screen
Financial Advisors and Enterprise Executives demand instant, fingertip access to Workflow Automation tools. Keeping their requirements in mind, the most prominent transcription service for Financial professionals, Copytalk has partnered with Redtail in order to embed one-touch dictation and transcription technology. Copytalk is one of the most renowned transcription services for financial professionals while Redtail provides CRM (Client Relationship Management) solutions to financial organization.
The proprietary technology named Copytalker is an efficient equivalent of implanting a transcriptionist fluent in financial terminology onto a CRM screen. All professionals need to do is click the Copytalker button and dictate client-meeting notes. Next, the voice file will get uploaded to Copytalk. It will then create a transcription of the audio file and forward it to the appropriate client’s page in Redtail CRM. While there is no dearth of companies offering CRM solutions like Zoho, FreshSales, and Pipedrive, there are not so many reliable transcription service providers for Financial professionals. Otter and GoTranscript are some of the well-known players in this arena.
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Eliminating the Phone Call Produces Considerable Efficiency
Copytalk was founded in 2003 with a vision to help Financial organizations preserve utmost accuracy and privacy while recording and transcribing dictated client-meeting notes. Mobile Scribe by Copytalk transcribes conversations on the go, while Digiscribe transcribes recorded/uploaded media files.
Copytalk CEO Maree Moscati said, eliminating the phone call produces considerable efficiency. She added, “The convenience of one-touch dictation will encourage advisors and executives to document their meetings more often and more fully. If even one key discussion point is kept from falling through the cracks, the benefit to client and enterprise could be significant. Consider the value of saving many key discussion points!”
Brian McLaughlin, CEO of Redtail revealed that the company was always looking for ways to maximize the efficiencies of the advisors. He expressed delight on the collaboration and told that the newly expanded partnership has created a flawless functionality for documentation and dictation.
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