Introduction:
In an era of constant change and innovation, a culture that embraces adaptability and values the contributions of individuals and teams is crucial. Maree Moscati, CEO at Copytalk LLC, believes in cultivating such a culture within her organization. With over 30 years of experience in the financial services industry, Ms. Moscati has successfully transitioned to lead Copytalk, bringing her passion and expertise to the fintech sector.
A Journey to Fintech:
Ms. Moscati’s journey into fintech wasn’t an immediate choice. Her heart was always in the financial services industry. However, when Copytalk approached her, she was intrigued by the opportunity to make a unique impact on the sector. While she may not be a “techie,” her deep understanding of the business made her an ideal fit. Over her 10-year tenure at Copytalk, she continues to learn and grow.
About Copytalk LLC:
Founded in 2001 and headquartered in Sarasota, Florida, Copytalk is a premier transcription service designed to meet stringent privacy and accuracy standards efficiently. It addresses the need for secure mobile dictation, particularly in heavily regulated industries like finance. Copytalk simplifies note-taking and compliance adherence, offering cutting-edge security protocols.
The firm employs U.S.-based transcriptionists who undergo rigorous skill assessments and extensive background checks. This commitment to security aligns with Ms. Moscati’s background in wealth management and her focus on regulatory and compliance mandates.
In 2022, Copytalk was named one of the “50 Leading Companies” by Silicon Review and received the Bank Insurance Securities Association Innovative Technology Award for four consecutive years (2018-2021). It was also a finalist in the Family Wealth Report Awards for Compliance Documentation in 2021.
The CEO’s Perspective:
For Ms. Moscati, being a CEO involves various responsibilities, including ensuring the firm’s profitability. However, she takes immense pride in fostering a culture of diversity and empowering colleagues to contribute creatively and practically. She believes in making Copytalk one of the best companies to work for.
Why Choose Copytalk?
Copytalk’s journey began as a general-use mobile dictation solution, primarily benefiting advisors by enhancing productivity and compliance. Recognizing the lack of secure mobile dictation processes in regulated industries, the firm expanded to meet this need. Copytalk enables clients to efficiently document the “why” behind their actions, ensuring their data’s security and privacy.
Building a Culture of Innovation:
Ms. Moscati and her team constantly seek ways to improve documentation processes. They value client feedback and actively listen to suggestions for improvement. Copytalk has introduced innovations like its patent-pending technology, Copytalker, and Dictation Guides, adding significant value to its services.
A Vision for the Future:
Ms. Moscati envisions Copytalk as a leading dictation service in the financial services and media sectors. She aims to continue providing innovative technologies and expanding the firm’s horizons.
Advice to Future Leaders:
Drawing from her experience, Ms. Moscati advises future leaders to be willing to take risks, ask questions, and maintain a childlike inquisitiveness. She emphasizes the importance of treating people well, empowering them to contribute, and fostering a culture of innovation.
Accolades and Accomplishments:
Maree Moscati has received several accolades for her exceptional leadership:
- “Ten Best CEO’s of 2021” by Industry Era Magazine
- Inspirational Industry Leader to Watch in 2022 by Tycoon Magazine
- Top Tech Leader by MYTECHMAGAZINE in 2021
- Bank Insurance Securities Association Career Achievement Award in 2020
- Bank Insurance Securities Association Hall of Fame in 2021
Maree Moscati’s leadership at Copytalk LLC exemplifies the power of adaptability, innovation, and a commitment to service in the fintech industry. Her focus on a diverse and empowered culture ensures the company’s continued success and growth.