by Corey Westphal | Oct 3, 2024 | News
Balancing Technology and the Human Element: Lessons from the ILA Strike and Financial Industry AI Adoption The recent strike by the International Longshoremen’s Association (ILA) at East Coast and Gulf Coast ports highlights a fundamental conflict: the concern...
by Mobile Assistant | Sep 30, 2024 | News
How Case Studies Help Tell Your Story In our most recent blog post, we dive into the topic of case studies and the role they play in client engagement. ‘With competition in the financial industry fierce and customer expectations higher than ever, advisors and...
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 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...
