Mobile Assistant April 2025 Newsletter
Clean Data: The Foundation of AI Success
In the world of AI, there’s one factor that truly determines success—clean data. At Mobile Assistant, we understand the critical role that accurate and reliable data plays in powering AI models and ensuring their effectiveness. That’s why we’re committed to being the HITL (Human-in-the-Loop) “source of truth” for advisor-client interactions. This foundation allows us to deliver 99.6% accurate transcriptions, empowering financial advisors to make better, data-driven decisions.
As we continue to build on this commitment, we’re setting the stage for the next generation of AI-assisted tools, with clean data as the backbone.
Read the full article by our CEO, Corey Westphal, on why clean data is essential for the future of AI:
Data is King!
Exciting News: Introducing Instant-Notes!
At Mobile Assistant, we believe that efficiency should never come at the expense of accuracy. That’s why we’re excited to announce the development of a groundbreaking new feature: Instant-Notes!
Instant-Notes will provide real-time transcriptions generated by AI immediately after your post-meeting dictation. But here’s the best part: the AI-generated transcriptions will undergo our rigorous HITL review, ensuring that each note is 99.6% accurate. This feature combines the best of both worlds—AI efficiency and HITL accuracy—giving advisors a seamless experience without sacrificing precision.
We can’t wait to bring this new tool to you soon! Stay tuned for the official announcement.
Mobile Assistant Approved by LPL & Commonwealth
We would like to congratulate LPL Financial on their recent acquisition of Commonwealth Financial Network! As Mobile Assistant is approved by both organizations, all advisors are now free to use our services with confidence. Our approval means we’ve passed rigorous compliance and cybersecurity reviews, ensuring that our HITL-transcribed meeting notes are both accurate (99.6%) and fully compliant with industry standards. We’re excited to continue supporting advisors in streamlining workflows and maintaining data integrity while staying compliant with regulatory requirements.
Thank you for being part of the Mobile Assistant community. We look forward to continuing to innovate and support your work with cutting-edge solutions.
Stay tuned for more exciting updates and feature releases!
Best regards,
The Mobile Assistant Team
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