TalkIt+ by Mobile Assistant 4.0.6

Note-taking made simple.

Modernizing the way individuals capture and review ideas, thoughts, and discussions is the ethos behind Mobile Assistant. The application presents a professional, human voice-to-text solution tailored to post-client meeting scenarios. Embrace effortless dictation with our cutting-edge mobile app, featuring a built-in “Assistant” module that provides structured guidance through a range of templates. Mobile Assistant stands out for its harmonious blend of advanced technology and the personal touch of human transcriptionists, ensuring a streamlined, secure documentation process. Experience it firsthand with a complimentary trial today!

*Mobile Assistant's TALK IT app is an add-on available to subscribers of the main services. However, anyone can explore Talk It's capabilities by downloading the app and following the setup instructions.

Key Features:

• Professional human-quality transcription from U.S.-based experts
• Secure and confidential service
• Useful “Assistant” template guides
• Browse and retrieve previous notes efficiently
• Unlimited note storage capacity
• Seamless CRM integrations

Testimonials:

• “Mobile Assistant is instrumental in our firm's precise documentation of every client interaction in our preferred formats. The grasp of industry terminology and acronyms by their human transcribers spares us the need for constant revisions seen with other dictation services.” – Adam, AXA Advisor
• "The immediate returns advisors and their teams can achieve with Mobile Assistant speak volumes about the service's efficiency and precision in capturing essential notes.” - Mario, CRM Technology Partner
• “Mobile Assistant surpasses other dictation services by tenfold.” - Tom, Certified Financial Planner
• “I personally rely on Mobile Assistant due to its unmatched accuracy, user-friendly interface, and swift turnaround time – I have explored and tested various options available on the market.” - Brad, Financial Advisor Coach

Maximize Efficiency:

• Effortlessly transcribe meeting notes with Mobile Assistant to reclaim valuable time wasted on typing.
• Capture in-depth meeting details effectively with Mobile Assistant to uncover new opportunities and ensure precise meeting documentation.
• Safeguard crucial information by meticulously documenting client meetings, providing clarity on discussions, recommendations, and future steps.
• Streamline post-meeting recaps and collaboration on next strategies within your team.
• Rely on accurate transcription services powered by skilled U.S.-based professionals – no automated speech recognition involved.
• Your data remains confidential with secure connections provided by Mobile Assistant.
• Benefit from seamless integrations with popular CRM systems for direct note delivery where you need them.

Supported CRM Integrations:

• Advisors Assistant
• Advisors Command
• Ebix Smartoffice
• Redtail
• Salesforce
• Siebel
• Wealthbox