DECEMBER 2021CIOAPPLICATIONS.COM 19available. We also establish some guidelines on security and priva-cy protocols for that particular enterprise. We offer several webinars with some Q&A sessions to accommodate their teams for an advisor who wants to come on board. They simply sign up under a promo code, which is the special pricing for their firm. Then, we have account execs for specific accounts who give the client individual tutorials, or we will do group tutorials -- whatever training they feel that they need. We also offer training webinar videos that they can view and learn from at their leisure.We also offer them (during business hours) the opportunity to work with our customer service team if they have any issues in getting logged on. There is no software download; it is as simple as picking up your phone and leaving a voicemail. Once you have your account set up, we just need a couple of specific data points, i.e., our key identifiers, because our transcriptionists have no knowledge of whom they are working for and on what. That's all coded through a personal identi-fication number. So transcriptionists have no access to know who the clients are, only the contents of an individual dictation. Once they have all that, clients are ready to utilize our services, which is an unlimited service for a flat monthly price.How has your track record been with clients in the past? How have these interactions helped describe your future trajectory and roadmap?One of our clients came on board with us because they were having thorough compliance issues with advisors not taking good/sufficient amount of notes, i.e., not keeping good documentation. And through some audits, they had some very heavy fines, one of which was failure to supervise. The price went into the hundreds of thousands of dollars. They were looking for a solution where they could have a more efficient and effective way to record their meeting notes. We set up an enterprise agreement with them which in the last 7 years has helped boost their audit scores to about 99 percent, which is a huge improvement. For the cost of what they pay Copytalk for their advisors to use our service, it saved them literally hundreds of thousands of dollars in fines and oversight. So they're quite pleased. We have taken the feedback from clients such as these and created a couple of new dictation guides, which allows either an enterprise or an individual to create their own templateto ensure they dictate notes which meet their specific internal needs. Clients can do that right on their app, and it gives them consistency in the value of the service we provide. About 18 months ago, we developed what we call the Copytalker. It is an API that sits either in a CRM or within an advisor workstation dashboard. With it, you can dictate your notes at the push of a button on your phone/computer, which helps keep everything simple. We also offer live closed captioning in the language of your choice, and are currently in the process of providing transcription services in non-English languages as well. We are a mobile transcription company that caters primarily to regulated industries--mainly in the financial services, and legal fields
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