December 2024 Newsletter

by Mobile Assistant | Dec 31, 2024

In our December Newsletter, we’re excited to share our latest blog post, The Crucial Role of Human-in-the-Loop (HITL) in Financial Advisory and Note-Taking Technology, which discusses the powerful combination of AI and human oversight in improving financial advisory services.

While AI tools are reshaping the financial industry, it has never been more important for advisors to maintain human-in-the-loop (HITL) processes for ensuring accurate, contextual, and actionable client meeting data. Mobile Assistant exemplifies this with our human-assisted dictation service, achieving a 99.7% accuracy rate.

In the blog, you’ll learn about:

Why AI alone isn’t sufficient for ensuring accurate, reliable financial data.
How post-meeting dictation offers superior insights compared to verbatim AI transcriptions.
The importance of financial advisors serving as the HITL for client decision-making, enhancing trust and personalizing strategies.

Read the full post here: Crucial Role of HITL

The T3 Survey is Out – We Need Your Help!

It’s that time of year again… the T3 Technology Survey is here! Mobile Assistant is counting on your support to help us retain our No. 1 spot as the top note-taking solution in the financial industry. Your vote means the world to us, and it only takes a few minutes. Let’s do this together!

Click Here to Take the T3 Tech Survey Today!

What’s Coming Next at Mobile Assistant?

Your accurate meeting data has never more valuable. We’re working on new ways to provide value back to you, with new initiatives coming in early 2025 that will enable you to leverage the power of your accurate, contextual data.

Thank you for your business and your trust. We appreciate you and can’t wait for what’s next! Be on the lookout 👀 for a survey coming soon to help us build what’s really important to our customers.

Cheers and Happy Holidays!

Mobile Assistant Team
📧 support@mobileassistant.us
🌐 www.mobileassistant.us

We’d love for you to connect with us on social media…

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