Mobile Assistant
Mobile Assistant is a first-of-its-kind mobile dictation and transcription technology tailored for the financial services industry. Since 1998, Mobile Assistant has been shaping the way people capture and consume ideas, thoughts and conversations. Mobile Assistant combines cutting-edge technology with human, professional quality notes to deliver the highest standard services to the financial and insurance industries. The company caters to a wide range of clients, including solo financial advisors, teams, and large enterprises, all aimed at improving efficiency and compliance in managing meeting notes. Their offerings include the TalkIt+ mobile app and Assistant Template Manager, which enhance productivity and accuracy in note-taking while employing US-based transcriptionists for precision.
ABOUT MOBILE ASSISTANT
Mobile Assistant is the human, voice-to-text dictation solution designed specifically for client meeting notes.
Mobile Assistant helps advisory teams save time and enhance client relationships through process-driven workflows and exceptional customer support.
The company's product suite gives your advisors and support teams everything they need to create accurate, on-time, and actionable meeting notes.
The company enhances productivity and simplifies note taking with TalkIt+, a template-guided process you can scale across your organization.
CORE SERVICES
TalkIt+ Mobile App.
A mobile application that allows users to record meeting notes hands-free. The app guides users through the dictation process using templates and ensures secure, HIPAA-compliant transcription by U.S.-based professionals. The transcriptions are then integrated into the user's CRM system.
Open API.
Mobile Assistant offers an open API framework, allowing seamless integration with various CRM platforms commonly used in the financial sector. This integration facilitates streamlined workflows and data management.
Assistant Template Manager.
Assistant Template Manager empowers advisory teams with replicable processes and customizable templates that can be distributed to everyone at once.