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Redtail Technology > News > Integrations > Building Your Tech Stack webinar with Copytalk on March 22!

Building Your Tech Stack webinar with Copytalk on March 22!

Category: Integrations
Blog Feature Graphic_Building Your Tech Stack

Building Your Tech Stack webinar - CopyTalk

ABOUT this webinar
Topic: Building Your Tech Stack – Copytalk 
Description: Best Practice Partner Spotlight with Copytalk and Redtail

Join us for a conversation with Copytalk, the most prominent transcription service engineered to meet the financial-service industry’s uniquely rigorous standard of accuracy and privacy. In this webinar, we will share best practices for recording dictated client-meeting notes as well as the preparation and delivery of transcriptions. We will also show use cases for Copytalker™ – an on-screen button that allows users to click and dictate from inside Redtail CRM.

Register now for this webinar on March 22 at 10:00 am Pacific.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.