In the Suite
30. Going Above and Beyond to Serve the Needs of the People and Advisors with Maree Moscati, CEO of Copytalk
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In the Suite
30. Going Above and Beyond to Serve the Needs of the People and Advisors with Maree Moscati, CEO of Copytalk
Dec 11, 2020 Season 1 Episode 30
Tina Powell | Maree Moscati

Today’s episode of In The Suite with Maree Moscati, CEO of Copytalk, is an inspiring one that you won’t want to miss! Maree is a leader in the financial services industry with over 30 years of experience and is the poster child for going all-in and finding something that ignites your passion. In this episode, she has so much sage advice on how to be a better person and leader.

Maree is CEO of Copytalk, a mobile scribe transcription service that makes documenting your important information faster and easier than ever before. From CRM and API integrations to macros to fresh tech, Copytalk is making strides with Maree at the wheel. 

Whether she’s working with a financial advisor, an auditor, her live transcriptionists, in-house customer success team, IT team, and to other women in financial services, she is truly a servant of all people In The Suite.

Maree is an icon with experience and qualifications that ooze from her essence. She holds FINRA Series 24, 7, & 63 licenses, has won coveted awards, and is one of the most celebrated female leaders in financial services. Maree is a proud mama and Soul Cycle fan! You won’t want to miss this valuable episode. 

Join the conversation to hear about:

  • Intro to Maree (0:50)
  • How Maree started in the fintech industry (06:05)
  • Bringing back the “keep it simple” mantra (12:50)
  • Documentation is not just for facts, it’s for relationship building (18:00)
  • Copytalk’s announcement for a helpful copyrighted template (25:50)
  • New Copytalk projects: language transcription and closed captioning (28:40)
  • The power of live transcriptionists (33:40)
  • Building a collaborative and connected team environment (37:15)
  • Voice recognition and Copytalk’s “operator” feature (43:05)
  • Maree’s deep passion for the FinTech industry (48:55)
  • Moving up the ranks in the financial world (53:00)
  • The power of supporting men and women in the industry (55:15)
  • What Maree’s superpower is  (62:10)

Referenced Materials