Building Your Tech Stack - CopyTalk - Best Practice Partner Spotlight [11:56]


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.

Video not Loading? Unable to view YouTube? CLICK HERE

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk