The final edition of our monthly newsletter for 2023 has arrived. We’re closing out the year with a fresh batch of content to inspire your growth and offer a look ahead at what’s coming next.
But before we dive in, we wanted to invite you to participate in our December promotion: Refer a friend or colleague to Mobile Assistant throughout the rest of the year, and receive a $25 Amazon gift card for each referral – the more, the merrier!
Content Roundup
Miss any of our recent blogs? Keep yourself updated with ways to leverage your technology solutions and improve your operations with these insights.
Make Your Voice Heard in the 2024 T3 Survey
This year is the 20th anniversary of the T3 conference, one of the wealth management industry’s premier events. Each year, T3 surveys financial advisors to understand the landscape of advisor tech.
Please click here to complete this year’s T3/Inside Information Survey to provide your input on what technology you love (we hope it includes Mobile Assistant).
Hint: Mobile Assistant is listed in Question 76.
Open APIs: The Unsung Hero of Data Integrity for Financial Firms
The greatest fintech tools focus on the advisor experience – ensuring you have the ability to work more efficiently and better serve your clients. For most advisors, that means inter-functionality between applications is a must-have. Here’s how our new Open API is bringing new life to your data.
Integration Spotlight: Wealthbox CRM
The integration is perfect for busy advisors looking to streamline processes and create greater efficiencies in their workflows – while also ensuring all client notes and tasks are uploaded and completed.
Webinar Alert: Redtail + Mobile Assistant
Join Mobile Assistant’s Jason Nachreiner and Redtail’s Jacqueline Anderson in this on-demand webinar, where they explore how advisors can automatically upload important data directly to their CRM via an API-driven integration.
Where is the Elephant?
We’ve wrapped up our final travel for the year as we shift our attention to wrapping gifts. Next year, you can expect to see us all across the United States as we continue to invest in partnering with other industry-leading FinTech firms to bring innovative educational sessions to your doorstep.
Be on the lookout, because the Elephant will be making big moves in 2024.