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Copytalk: Secure, Reliable Notes

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Manage episode 463752452 series 2935250
Content provided by Osaic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Osaic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Technology Solutions Consultant Aida Dillman speaks with Jason Peplinski, Vice President of FP Wealth Management, Inc., located in Lincoln, Nebraska, about the usage of Copytalk in his financial business. Jason has over 8 years experience using Copytalk and describes how it has transformed the way his office conducts client interactions. Jason also shares some insight into integrations, not only with other applications, but with every day business routines.

  continue reading

94 episodes

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Manage episode 463752452 series 2935250
Content provided by Osaic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Osaic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Technology Solutions Consultant Aida Dillman speaks with Jason Peplinski, Vice President of FP Wealth Management, Inc., located in Lincoln, Nebraska, about the usage of Copytalk in his financial business. Jason has over 8 years experience using Copytalk and describes how it has transformed the way his office conducts client interactions. Jason also shares some insight into integrations, not only with other applications, but with every day business routines.

  continue reading

94 episodes

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