Listen in as Mobile Assistant CEO Corey Westphal joins Matt Reiner of the Bridging the Gap podcast.
In this episode, Corey and Matt cover three major insights:
1. The importance of precision in data and transcription services for financial advisors, as well as the necessity for human transcribers.
2. The application of voice technology and CRM systems in the financial industry, improving advisor-client interactions and operational efficiency.
3. The evolving role of technology in finance, Mobile Assistant’s journey, and the components necessary for high-quality note-taking and dictation.