Notes Transcribed by US-based Professionals
Through a unique combination of cutting-edge dictation technology and US-based professional transcriptionists, we deliver process-driven workflows and precise transcripts that save advisory teams time, increase CRM adoption, and enhance client services.
Built Exclusively for Innovative Financial Institutions
Make the Most of Every Meeting.
Save time. Serve clients more efficiently. Grow your advisory business.
Our product suite gives your advisors and support teams everything they need to create accurate, on-time, and actionable meeting notes.
Assistant Template Manager
Talk It Mobile App
Open API
Search
(and Find) Fast.
Built-in search creates a record of your thoughts, building a better memory. And with leading CRM integrations, your entire team can access them seamlessly.
Over 99% Accuracy Rate.
Improve Your
Compliance Program.
Missing or incomplete meeting notes can be put in the past. Every conversation is time- and date-stamped and archived to unlimited, secure storage. With Mobile Assistant, you can speak once – and remember forever.
Who We Serve
Enterprise
- Replicate processes across your firm
- Keep your advisors in compliance
- Preserve integrity of your data
Solo Advisor
- Complete everyday tasks faster
- Deepen client relationships with better service
- Spend your time on what matters
Teams
- Train advisors quickly with an intuitive app
- Strengthen relationships between team members
- Help your advisors achieve higher profitability
Donald Savaglia
Ready to Start?
