by Mobile Assistant | Jul 13, 2023 | News
Welcome to Mobile Assistant’s monthly update for July 2023, where we’ll share important Mobile Assistant updates and tips, as well as noteworthy industry news. Dictation Best Practices Dictating notes makes your life easier – and we have a few pro tips to help it run...
by Mobile Assistant | Jun 27, 2023 | News
Listen in as Mobile Assistant CEO Corey Westphal joins Brad Johnson of the Do Business. Do Life. podcast. In this episode, Corey and Brad cover three major insights: How advisors can provide targeted advice and better client experiences with technology playing a key...
by Mobile Assistant | Jun 19, 2023 | News
Mobile Assistant, the financial services industry’s leading transcription service, has announced numerous updates. The company has announced it is building an Open API for its integration partners, additional tools to support enterprise advisory teams, and unveiled a...
