Dictation services and voice-to-text tools should be well-known topics to FPPad readers. Mobile Assistant is one of the leading transcriptions services for financial advisers and has been featured numerous times here on FPPad.
In the latest video spotlight, Corey Westphal, president of Mobile Assistant, gives an overview of transcription services offered, addresses quality review of all dictations, and details turnaround expectations for users of the tool. Mobile Assistant also supports integrations with popular CRMs including Redtail and Advisors Assistant so notes can be automatically added to client records.
