Mobile Assistant Announces Open API Initiative to Power Effortless Meeting Note Syncing Between Fintech Apps, Unveils New Company Brand Identity to Enhance Its Mission
Mobile Assistant, the leading transcription service for financial advisors, announces Open API development, enterprise workflows, and new brand identity to support its mission of enhancing advisor efficiency and client experience.
MADISON, Wis., June 19, 2023 /PRNewswire-PRWeb/ -- Mobile Assistant, the financial services industry's leading transcription service, has announced numerous updates. The company has announced it is building an Open API for its integration partners, additional tools to support enterprise advisory teams, and unveiled a completely new company brand to support its enhanced mission.
"When advisors see us and learn how we can help their organizations, we knew we needed to establish a new company brand identity that would illustrate the innovations that make Mobile Assistant so critical to advisors' client interactions and team processes. We have become so much more than just a meeting note solution," said Corey Westphal, founder and CEO of Mobile Assistant. "The foundation of our company remains our human transcriptionists who power our technology innovations to ensure industry-leading accuracy of data delivery."
In all, Mobile Assistant revealed three major company announcements at the 2023 Jolt! Conference, hosted by Snappy Kraken in Las Vegas on May 3-5:
- Open API Development: With the development of an Open API, advisory teams will soon be able to effortlessly share their meeting note data between all their fintech applications. The open API framework will greatly enhance Mobile Assistant's existing integrations with leading CRMs including Redtail, Wealthbox, Salesforce, SmartOffice, and Oracle | Siebel and open the door for integration with any CRM in the market. The enhancement is expected to be released by Q4 2023.
- Enterprise Workflows for Advisory Teams: Mobile Assistant first unveiled its Assistant Template Manager in 2021 to make it easy for advisory teams to share workflows and dictation templates throughout an organization. Customization and team delivery of these dictation templates standardizes and replicates processes which are essential to organizational growth and efficiency.
- New Brand Identity: In tandem with its increased focus on enterprise processes, workflows and Open AI data sharing, Mobile Assistant also unveiled the next iteration of its brand identity. Complete with a new logo and company website, the new brand fully supports Mobile Assistant's mission of combining cutting-edge technology with human transcription expertise while communicating that the service has evolved into so much more than just a meeting note solution.
"The efficiency, accuracy, and overall simplicity are only a few of the reasons we love Mobile Assistant," said Cassity Wingenbach, Director of Practice Management at Eide Bailly Financial Services. "This tool is a part of our best practices and we continue to find additional ways for it to solve firm issues. We look forward to future enhancements and continued firm adoption!"
To learn more about Mobile Assistant's dictation services for advisory firms and to start your free trial of TalkIt+, powered by Mobile Assistant, visit mobileassistant.us.
About Mobile Assistant
Mobile Assistant enhances productivity and simplifies note taking with a template-guided process you can scale across your organization. The easy-to-use TalkIT+ mobile app helps financial institutions and their advisor teams quickly capture meeting details in a standardized way, organize ideas, and remain compliant through vocal dictation. Those notes are then transcribed by our expert team of human, US-based transcriptionists who ensure over 99% accuracy of the data - a feat that can't be replicated by software alone. Founded in 2011 by Corey Westphal after co-founding and operating a medical transcription company with his father, Chuck Westphal, from 1998-2012, Mobile Assistant has revolutionized transcription services for the financial industry in the same way that Westphal's previous company did for healthcare. TalkIt+ is available as a free download from the Apple App Store or Google Play Store. For more information, visit mobileassistant.us to start your free trial.
Media Contact
Corey Westphal, Mobile Assistant, 1 888.373.1916, [email protected]
SOURCE Mobile Assistant
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