by Corey Westphal | Sep 30, 2024 | News
How Case Studies Help Tell Your Story With competition in the financial industry fierce and customer expectations higher than ever, advisors and firms are continuously searching for ways to stand out. One of the most effective methods for doing this is through the use...
by Corey Westphal | Aug 8, 2024 | News
In the rapidly evolving landscape of artificial intelligence (AI), one truth stands paramount: the quality of data fed into AI systems directly impacts their effectiveness and reliability. As AI continues to integrate into various industries, the significance of...
by Mobile Assistant | Jul 18, 2024 | News
New Holistiplan Partnership Announcement! Our dedication to adding value for our customers relies heavily on our fintech partnerships. In case you missed it, we recently announced a valuable new partnership with Holistiplan. No better way to kick off our new...
by Corey Westphal | Jun 26, 2024 | Tips & Resources
Running a successful financial advisory business is difficult enough without worrying about if your client meeting notes are accurate and fulfill your compliance requirements. At Mobile Assistant we believe every advisor deserves the peace of mind that comes from...
by Mobile Assistant | Jun 14, 2024 | News
Worth a Listen (or Two) Great client documentation goes hand-in-hand with maximizing efficiency in your firm. 🤝 Catch Mobile Assistant CEO Corey Westphal discussing that very topic on the Quik podcast. During this episode, Corey shares valuable insights and practical...
by Mobile Assistant | May 2, 2024 | News
TalkIt+ Update Available Now We’re thrilled to announce exciting updates to the TalkIt+ Mobile App! Here’s what you need to know: We’re rocking a new look. Last year, Mobile Assistant embraced a new look to modernize the look of our human-powered technology....
by Mobile Assistant | Apr 2, 2024 | News
In the News: Corey Westphal Talks Mobile Assistant Brand Mobile Assistant CEO recently joined Three Crowns Marketing’s webinar series to discuss all the details behind the updated Mobile Assistant brand. Click below to watch their discussion now to hear from Corey and...
by Mobile Assistant | Mar 4, 2024 | News
The snow is melting, the birds are chirping. Could it be that spring is finally on the horizon? As we eagerly await the blossoming of spring, now is the perfect time to breathe new life into your financial advisory firm’s processes – like learning how open APIs can...
by Corey Westphal | Feb 8, 2024 | Tips & Resources
Chances are your firm’s tech stack consists of platforms and tools provided by multiple providers (around five different providers, to be exact!). You have a CRM to track important client data, an email management system for sending newsletters, portfolio management...
by Mobile Assistant | Feb 2, 2024 | News
The year is already moving fast. What steps are you taking to level up your firm’s processes and technology this year? Late in 2023, we unveiled our all-new open API which will result in more secure, reliable, and extensive data integrations between Mobile Assistant...
