by Corey Westphal | Dec 9, 2024 | Tips & Resources
The integration of artificial intelligence (AI) in the financial industry is revolutionizing workflows, decision-making, and client engagement. In parallel, the importance of maintaining the human element, the human-in-the-loop (HITL), is becoming more evident for...
by Corey Westphal | Oct 30, 2024 | Tips & Resources
The Case for “Human in the Loop” Dictation Technology: Why Precision Matters for the Financial Industry In a world rapidly embracing AI automation, industries are actively searching for ways to boost efficiency, accuracy and scalability. The financial sector,...
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 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 Corey Westphal | Jan 30, 2024 | Tips & Resources
Imagine a scenario where a client has sent you important financial information in a PDF. You need to download the data, convert it into a spreadsheet and upload it into both your planning software and CRM. You’re painfully aware that a single mistyped number or...
by Corey Westphal | Jan 11, 2024 | Tips & Resources
If you’re part of the IT staff at a large financial company, chances are you interact with APIs every day, whether you realize it or not. Whether you’re posting on social media, checking your weather app, using a GPS system or even recording notes with Mobile...
