Welcome to a new year! We can’t wait to see what 2024 will bring and to visit with many of you face-to-face as we head out around the country to engage in advisor training with one of our key partners.
Right now, though, you can level up with the content we’re sharing below.
Learn all about:
- The benefits of industry organizations
- Discover key benefits of human-powered dictation technology
- Watch an on-demand webinar to see how our new API will improve your data integrity and productivity
Miss any of our recent blogs? Keep yourself updated with ways to leverage your technology solutions and improve your operations with these insights.
Who Needs Dictation Software?
While many companies are embracing the AI boom to churn out new dictation solutions, a human-led solution incorporating AI to increase efficiency is essential to deliver higher accuracy and a more personalized user experience.
If you’re still considering whether or not you could benefit from transcribed meeting notes (or know someone who’s on the fence) this blog explains the core benefits you can expect.
Industry Spotlight: NAIFA
Do you join industry organizations to help you level up as a financial advisor? We’re putting a spotlight on one of our favorites, NAIFA.
While NAIFA delivers research and resources to keep your practice running smoothly, Mobile Assistant’s time-saving dictation software puts that into practice with more efficient everyday processes.
Learn more about NAIFA and the benefits it offers to its members in this blog.
In Case You Missed It: Redtail + Mobile Assistant Webinar
Watch Redtail’s Jacqueline Anderson in this on-demand webinar where we explore how advisors can automatically upload important data directly to their CRM via an API-driven integration.
Where Will You See the Elephant?
This year is shaping up to be a big year for our team as we join forces with Redtail to open each Redtail University in 2024.
Here are some of the places you can expect to see us this year. Will we be near you? Drop us a note if you’d like to connect in-person with our CEO Corey Westphal.
- Las Vegas, NV: January 22nd
- Atlanta, GA: February 13th
- Charlotte, NC: May 14th
- Chicago, IL: June 25th-26th
- Philadelphia, PA: August 20th-21th
- Kansas City, KS: September 24th
- Phoenix, AZ: October 15th
- Dallas, TX: November 12th-13th
