Mobile Assistant

As 2024 comes to a close, at Mobile Assistant we reflect on the transformative year we’ve had and look forward to the opportunities ahead. At the heart of everything we do is our commitment to Human-in-the-Loop (HITL) accuracy. For over 14 years, we’ve worked alongside financial advisors to provide the most reliable, context-rich meeting notes in the industry. This isn’t just about capturing words; it’s about preserving the insights, context, and perspective that fuel advisors’ client relationships. 💡 As the financial industry evolves, so does the importance of accurate data. In 2024, we learned just how critical HITL remains in a world increasingly adopting AI note-taking tools. While technology is reshaping workflows, one thing is clear: AI is only as good as the data it relies on. ‼️ That’s why we’re excited about 2025 and beyond. We’re doubling down on our mission to tap into the value of the accuracy foundation we’ve built and that advisors trust is synonymous with the Elephant with these major initiatives in the new year: ⚡ Introducing new innovations to help financial advisors leverage the power of their data more effectively than ever before. ⚡ Launching initiatives that harness the value of Mobile Assistant’s 99.6%+ accurate meeting notes to provide actionable insights for the advisors we serve. ⚡ Establishing a new AI division to unlock even greater opportunities for our customers and the financial industry we love. To our incredible customers: thank you for trusting us to document your most important conversations. To the Mobile Assistant team: thank you for your unwavering dedication to excellence. 2025 is shaping up to be an exciting year of partnerships, innovation, and continued commitment to HITL excellence. Together, we’ll ensure that accurate, meaningful data continues to drive the future of financial advising. Here’s to the next chapter of success… together! #MobileAssistant #fintech #wealthtech #FinancialAdvisors #HITL #Innovation #AccurateData #AI #2025Goals

A very Merry Christmas and Happy New Year to this #fintech industry we love. Too many amazing friends to mention. Just know our team at Mobile Assistant appreciate each and every one of you, and we are proud of our role in the processing of accurate data for this #advisor network. Can't wait to be part of what's next! Cheers! 🐘 #fintech #wealthtech #merrychristmas #happynewyear

I just completed an exit interview with one of our long-time Mobile Assistant transcriptionists, who has spent an incredible 13 years with us and is retiring today. During the conversation, I asked her, "What is a piece of advice you'd be willing to share with other transcriptionists from your years of service with Mobile Assistant?" Her response deeply resonated with me and is a testament to the culture we've built here. She said, "Take in all you can, and never stop learning." This simple yet powerful mindset underscores why the human-in-the-loop (HITL) aspect of our service is the most valuable part of what we offer to financial #advisors. Her commitment to continuous learning and improvement throughout her career exemplifies the pride and dedication that all our transcriptionists bring to their work. While it may not always be visible, this mentality is a cornerstone of why the accuracy of our customers' meeting notes remains so strong and reliable. The key ingredient for data accuracy = the human touch. 🐘 #fintech #wealthtech #humanintheloop

The AAN October Pop Up Zoom shared some great best practices from one of our amazing teams, Tom Fox and Keli Onken. Corey Westphal, CEO & Founder of Mobile Assistant, offered additional insight in running practices more efficiently by utilizing the features of Mobile Assistant. Our speakers did an amazing job of demonstrating how efficient technology use can: ✔️ streamline client service ✔️ give you time back to do what you want ✔️ protects your practice and brand #efficiency #bestpractices #technology #AdvisorsAdvantageNetwork

Corey Westphal "Fail fast, if it ends up not being the right decision, fail fast." Thank you for expanding on the importance of making decisions when you don't have all the information #takeaction

Who is Mobile Assistant? We're a template guided, HITL (human-in-the-loop) technology solution designed with emphasis placed on the value of #advisor perspective for accurate post-meeting client documentation. Advisors, YOUR insights and perspective matter in your client meeting documentation. Mobile Assistant ensures your notes reflect this precision. Experience the accuracy for yourself with a free trial: https://lnkd.in/dtKhjV8 #FinancialAdvisors #ClientDocumentation #HumanInTheLoop #AccurateDictation #fintech

AI note-taking is making waves, with its applications in the financial advisory space being a hot topic. At Mobile Assistant, we took a different path: we started with the people and built the tech around them. 💡 Here’s a critical insight: Trusting the data is step one. Without accurate, reliable client meeting documentation, the effectiveness of any AI overlay in your tech stack is limited. Let’s give this some thought: The difference between verbatim meeting documentation by software and the post-meeting documentation crafted by advisors... complete with their context, perspective, and insights, is enormous. These are two vastly different datasets from which AI draws summaries and suggests next steps. The stakes? Verbatim notes might miss the nuance and strategic insights that only an advisor (the human-in-the-loop for clients) can provide. Advisor-driven meeting documentation transforms the raw details into actionable intelligence tailored to client relationships. In my latest article, I explore the key distinctions between these approaches and why advisor-contextualized documentation elevates AI applications in the financial advisory space. ⚡ Your turn: I’d love to hear your thoughts. How do you see this shaping the future of client meeting data in your practice? Let’s start the conversation. Tagging a few of my friends to get the party started... #fintech #wealthtech Brian McLaughlin Johnny Sandquist Anthony M. Stich Aaron Klein Eric Clarke Torie H. H. Adam Holt, CFP®, ChFC® Shannon Rosic Shannon Spotswood Joel Bruckenstein Joel Turry Craig Iskowitz John O'Connell, MBA Rich Walker 🏁 Robert J. Sofia Jason M. Pereira Kate Guillen Matt Reiner, CFA, CFP® Brian Portnoy, CFA Marissa Herr Rick Williamson John O'Rourke, CFP® Victor Orozco, CFP®, CSRIC® Marci Bair, CFP ® (she/her) Lisa Doherty

Automating Workflows with Mobile Assistant - Corey Westphal, Founder and CEO of Mobile Assistant, on The Customer Wins with Rich Walker Full Episode: https://lnkd.in/g3x9Pwur

Exciting conversation between Jason M. Pereira and John O'Connell, MBA, CEO of The Oasis Group, spotlighting key issues in the financial advisory industry. At Mobile Assistant, we were particularly interested in the discussion surrounding the importance of Human-in-the-Loop (HITL) for data accuracy. #Advisors, this is a must-listen! Key topics include: ✅ Technology integration ✅ Cybersecurity ✅ The rise of AI ✅ The need for standardized tech stacks in financial advisory firms At the 31:08 mark: A valuable discussion on meeting note software and why human oversight in AI transcription is crucial. John makes an impactful point: "The need for Human-in-the-Loop processing of meeting notes all comes down to the 'ROI of better notes.'" https://lnkd.in/gjQ3Y6ug

What better way to wrap up the Redtail Technology University 2024 season than to have Brian McLaughlin help Corey Westphal give away our last Ellie mascot! Shout out to the Orion team for a great final RTU in Dalllas. What a great partnership. #fintech #wealthtech