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Jun 16, 2007 2:12 am

Does anyone use this? Do you like it?

Aug 21, 2007 5:42 pm

i use it daily, i love it.  after each apt i make dictation, they email me and i copy/paste to my contact management program (paretosystems)

Aug 21, 2007 6:54 pm

[quote=Ashland]Does anyone use this? Do you like it?[/quote

I've been using it for about three months. It's been great. I'd check with your compliance department though. I had to make some adjustments as to how I use it. They were minor things.

Aug 22, 2007 7:06 am

I’ve been using, very useful and it’s free.

Feb 15, 2008 7:36 pm
I am a new FA at Raymond James...I have been asking peers and friends about how to make my business most efficient.  One of my peers mentioned two services to help me document my client notes (as this has been a very time consuming activity for me), Copytalk and VSA.  Has anyone heard of these products and how do they work? I think the site for copytalk is and VSA is Thanks in advance, Shelly
Feb 18, 2008 7:11 pm

Hi Ashland,

I will send the same email I just sent to Shelly on another forum she inquired about Copytalk and VSA.   I see Copytalk as the Hyundai/yugo of this arena and PB Next VSA as the Mercedes/BMW version...each has it's place but really depends on functionality and service. For a feature comparsion of PBnext VSA vs Copytalk, please goto:   I think you will find it quite interesting.  With VSA (Virtual Sales Assistant), we have tried to create a one off system that when you dictate, VSA takes care of it for you, thus becoming your personal assistant or assistant for your assistant to help them be more efficient. Couple key features: 1. MS Outlook dictate through your cell phone and VSA updates your calendar, contacts, and tasks 2.  Daily email action reminders 3. Meeting reminders 24 hours before meeting with client history 4. Accurate spelling and quick turnaround 5. Expense reports (formatted and totalled) 6. Formatted reports (exactly how you want them) and so much more...   There is also a video explaining how VSA works on our site ( For the same price as Copytalk, you can have all the functionality you need to really focus on building client relationships, trust, compliance, increasing revenues. We are here to serve you.  Please let me know if you have any questions. Thanks for your time, Eric
Mar 2, 2011 3:50 am

High Recommend using Mobile Dictation by Mobile Assistant. (

They even provide a Comparison between CopyTalk and Mobile Assistant

Here are their features in a nut shell:

Unlimited Job Length FREE Toll-Free Access Professional Transcription Same Day Turnaround View and Manage Notes Online
Mar 9, 2011 9:44 am

haven't tried it yet but i heard some excellent reviews about this.

in case i need a hand, definitely gonna use this. :-)

Mar 10, 2011 12:31 pm

Why not buy Dragon Dictation for your computer (also available for your iPhone)?  You could dictate your notes, most likely directly into your CRM,  or copy/paste them in after dictating to Word.  Probably a lot cheaper and supposedly very accurate.  See David Pogue's (NY Times) video review.  I don't have it for my computer but do for my iPhone.

Apr 2, 2011 5:16 am

Yes, I am using it and satisfied with its services as well. It is recommended by my friend to use it. Thanks to both you and my friend to discuss about it. 

Apr 13, 2011 7:13 pm

Hello Ashland,

Have you heard about Dial-A-Note?  Its an email and/or CRM return service.  All the transcription are done by human and returned to you in a body of an email and as an attachment. It's a cost effective plan of $60.00/month.

For more information, please visit or feel free to contact us at (203) 618-1811.

Thank you,

Jan 24, 2020 9:41 pm

The accuracy of Copytalk dictation is typically poor. They have QC issues and the advisor/staff have to spend a disproportionate amount of time cleaning up and editing the transcriptions.

Repeatedly contacted them about this issue and they are not responsive - seems to be an endemic problem in their business model.