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.