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Skip Navigation LinksOneFPA > About > Press Room > Financial Planning Association and Copytalk Announce Strategic Alliance

Copytalk to provide secure transcription services at discount to FPA members
DENVER – October 16, 2012 – The Financial Planning Association® ( (FPA®) and Copytalk®, LLC ( today announced a strategic alliance which will bring Copytalk's secure transcription services at a reduced cost to FPA members. The offering will become part of FPA’s new Practitioners Resource Guide, a robust directory of practical solutions and benefits available to FPA members to help them take their businesses forward.
FPA members will have ready access at a member discount via a special link ( to subscriptions to Copytalk's Mobile Scribe service, a secure mobile dictation solution for financial services professionals. Features include:

  • Unlimited number of dictations per user for a flat monthly fee
  • Same day turnaround
  • Transcriptions all processed within monitored and secured U.S. based facilities
  • Choose how you want your transcriptions delivered: automatically emailed to you and/or four other specified addresses, available through secure download, or sent directly into your CRM
  • Dictate through any phone or use our Android application
  • Data housed within a secure redundant data center 

“FPA is pleased to work with Copytalk to provide a much-needed service to our members that will help them improve efficiency in their busy professional lives,” said Lauren M. Schadle, CAE, FPA’s Executive Director and CEO. “It offers our members an experienced and trusted source for their transcription needs – and an ability to save money in the process.”
"Copytalk is honored and excited to collaborate with FPA. Both organizations have worked hard to support members of the financial services community, so joining forces was a natural choice. Just as natural as Copytalk's merging of efficient, convenient transcription services and a heavy commitment to compliance. FPA members are constantly juggling their time-saving needs with their need for security. This partnership allows Copytalk to offer them the perfect solution to both." Maree Moscati, Copytalk CEO.

FPA members only pay
$64.95/month (originally $79.95)
($180.00 savings per year)​