New FA anyone heard of copytalk or pbnextvsa.com

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teamplayer's picture
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Joined: 2008-02-15

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 www.copytalk.com and VSA is www.pbnextvsa.com
Thanks in advance,
Shelly

anonymous's picture
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Joined: 2005-09-29

I hear mostly good things about Copytalk.  However, I used it for a few weeks about 18 months ago and gave up on it.   It was taking over a day to get the notes back which was just too long.

Kthomas's picture
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Joined: 2008-02-18

My Name is Kevin Thomas, I'm the Senior Account Executive here at Copytalk.  I saw your post and since you were a customer of Copytalk, we've added another production facility that has more than doubled our capacity.  Our average turnaraound time is 2-4 hours.
I'd love for you to test drive the service again and give us a 2nd chance to earn your business.  If you'd like to discuss further, please contact me at the number below.
 
Thanks,
 
Kevin
 
Kevin Thomas
Copytalk, LLC
866.267.9825 x414
kevin.thomas@copytalk.com
www.copytalk.com?promo59&sid=314

anonymous's picture
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Joined: 2005-09-29

Kevin, someone recently mentioned Jott.com to me and I started using it.  So far, it has worked perfectly.  Granted, it has only been about 5 days.  However, since it's free, they'll have to mess up before I consider Copytalk again.

PBNext VSA's picture
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Joined: 2008-02-18

Hi Shelly,
Thanks for your interest in finding products and services to help make you more efficient and effective in your business.
I think your peer lead you to the right places for what you are looking for...now it is up to you on what type of service you feel most comfortable with.
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:
http://www.pbnextvsa.com/features.html
 
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 sync...you 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 (www.pbnextvsa.com)
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

troll's picture
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Joined: 2004-11-29

PBNext VSA wrote:
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.
 
Wow.  That wasn't biased at all.

topadvisor's picture
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Joined: 2008-03-13

skippy I would agree...yikes!
 
My B/D rolled out CopyTalk a few years ago and we love it! Last I heard they had over 15k clients in the financial services. When I read this post I checked out pbnext vsa and my complaince officer said they have software that sits on your computer which is a big compliance violation. I would stand by CopyTalk; their numbers certainly speak for themselves.
 
Good luck finding something!

Morphius's picture
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Joined: 2007-07-21

topadvisor wrote:When I read this post I checked out pbnext vsa and my complaince officer said they have software that sits on your computer which is a big compliance violation. Using that logic, I presume Outlook and Word would also be big compliance violations, as they, too, are software that sits on your computer.I've never used either Copytalk or vsa, so I can't compare them meaningfully.  But compliance officers tend to say no to anything new to them. 

topadvisor's picture
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Joined: 2008-03-13

I see your point!  Yet  outlook and word aren't placed on your system and controlled by an outside party that has access to all your files. I am not crazy about the idea of some random company having access to all my client information.  I'm pretty sure my clients wouldn't love that idea either! I say better safe than sorry!

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