Note-taking should be simple.
At Mobile Assistant, we are shaping the way people capture and consume ideas, thoughts, and conversations with the use of our professional, human voice-to-text solution. After your client meetings, Talk, Don’t Type, your meeting notes. Our state-of-the-art mobile app includes a built-in “Assistant” feature, designed to help guide you through the dictation process with the use of templates. Mobile Assistant’s focus on innovative technology, combined with a human touch, provides an efficient, secure way to accurately capture meeting notes. See for yourself with a *Free Trial today!
*Mobile Assistant's TALK IT app is a free-to-use app add-on for subscribers to the services provided by Mobile Assistant, however, anyone can try Talk It for free by downloading the app and following the directions to create an account.
FEATURES INCLUDED
- Professional, U.S.-based, human-quality transcription
- Secure and confidential service
- “Assistant” template guides
- Search & view past notes
- Unlimited storage of all your notes
- CRM integrations
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TESTIMONIALS
“Mobile Assistant is helping our firm document every client engagement accurately in the formats that we choose. The human understanding of industry jargon and abbreviations saves us from constantly correcting previously used dictation services.” – Adam, AXA Advisor
"It’s not a stretch to say that advisors and their staff can achieve instant ROI with Mobile Assistant as a result of the efficiency and accuracy their service brings to capturing vital notes.” - Mario, CRM Technology Partner
“Mobile Assistant is 10x better than any other dictation service.” - Tom, Certified Financial Planner
“I personally use Mobile Assistant as it's the most accurate, easiest to use, and has the quickest turnaround time on the market and I've heard of and tried them all.” - Brad, Financial Advisor Coach
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SAVE TIME
Speak your meeting notes using Mobile Assistant to save hours of typing per week.
CAPTURE MORE DETAILED NOTES
Use Mobile Assistant to efficiently capture meeting notes that will increase the amount of detail documented, thus revealing more opportunities, and will ensure an accurate meeting memorandum.
PROTECT YOURSELF
More documentation from client meetings protects you by accurately documenting what was said or recommended, and provides a clear description of next steps and action items.
STREAMLINE THE NOTE-TAKING PROCESS
Effectively recap your meetings and communicate next steps with your team.
ACCURATE TRANSCRIPTION
Mobile Assistant utilizes professional, U.S.-based, human transcriptionists, trained to accurately type your notes. This is NOT voice-recognition software.
SECURE & CONFIDENTIAL
Mobile Assistant provides a secure, confidential connection to our service, so that you can be confident your data is protected.
CRM INTEGRATIONS
Mobile Assistant integrates with many popular CRM systems, delivering notes back not only by email but directly to the CRM, where you need them.
CRM partner integrations include:
- Advisors Assistant
- Advisors Command
- Ebix Smartoffice
- Redtail
- Salesforce
- Siebel
- Wealthbox
At Mobile Assistant, we are shaping the way people capture and consume ideas, thoughts, and conversations with the use of our professional, human voice-to-text solution. After your client meetings, Talk, Don’t Type, your meeting notes. Our state-of-the-art mobile app includes a built-in “Assistant” feature, designed to help guide you through the dictation process with the use of templates. Mobile Assistant’s focus on innovative technology, combined with a human touch, provides an efficient, secure way to accurately capture meeting notes. See for yourself with a *Free Trial today!
*Mobile Assistant's TALK IT app is a free-to-use app add-on for subscribers to the services provided by Mobile Assistant, however, anyone can try Talk It for free by downloading the app and following the directions to create an account.
FEATURES INCLUDED
- Professional, U.S.-based, human-quality transcription
- Secure and confidential service
- “Assistant” template guides
- Search & view past notes
- Unlimited storage of all your notes
- CRM integrations
---
TESTIMONIALS
“Mobile Assistant is helping our firm document every client engagement accurately in the formats that we choose. The human understanding of industry jargon and abbreviations saves us from constantly correcting previously used dictation services.” – Adam, AXA Advisor
"It’s not a stretch to say that advisors and their staff can achieve instant ROI with Mobile Assistant as a result of the efficiency and accuracy their service brings to capturing vital notes.” - Mario, CRM Technology Partner
“Mobile Assistant is 10x better than any other dictation service.” - Tom, Certified Financial Planner
“I personally use Mobile Assistant as it's the most accurate, easiest to use, and has the quickest turnaround time on the market and I've heard of and tried them all.” - Brad, Financial Advisor Coach
---
SAVE TIME
Speak your meeting notes using Mobile Assistant to save hours of typing per week.
CAPTURE MORE DETAILED NOTES
Use Mobile Assistant to efficiently capture meeting notes that will increase the amount of detail documented, thus revealing more opportunities, and will ensure an accurate meeting memorandum.
PROTECT YOURSELF
More documentation from client meetings protects you by accurately documenting what was said or recommended, and provides a clear description of next steps and action items.
STREAMLINE THE NOTE-TAKING PROCESS
Effectively recap your meetings and communicate next steps with your team.
ACCURATE TRANSCRIPTION
Mobile Assistant utilizes professional, U.S.-based, human transcriptionists, trained to accurately type your notes. This is NOT voice-recognition software.
SECURE & CONFIDENTIAL
Mobile Assistant provides a secure, confidential connection to our service, so that you can be confident your data is protected.
CRM INTEGRATIONS
Mobile Assistant integrates with many popular CRM systems, delivering notes back not only by email but directly to the CRM, where you need them.
CRM partner integrations include:
- Advisors Assistant
- Advisors Command
- Ebix Smartoffice
- Redtail
- Salesforce
- Siebel
- Wealthbox
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