More Than Meeting Notes.+ Human Powered. Precision.
Mobile Assistant enhances productivity and simplifies note taking with TalkIt+, a template-guided process you can scale across your organization.
Over 99.6% Accuracy with Human-in-the-Loop Processing
Notes Transcribed by US-based Professionals
Through a unique combination of cutting-edge, TalkIt+ 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 experiences.
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
Assistant Template Manager empowers advisory teams with replicable processes and customizable templates that can be distributed to everyone at once.
TalkIt+ Mobile App
Record from anywhere with hands-free, guided convenience. Speak your meeting notes from the car or at home – anywhere but stuck at your desk past 5 PM.
Open API
Deliver data wherever you need it, and build on top of our award-winning solutions to bring the transformative impact of transcriptions with over 99% accuracy to your enterprise.
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.
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
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
Enterprise
- Replicate processes across your firm
- Keep your advisors in compliance
- Preserve integrity of your data
