June 2024: What’s new with Mobile Assistant?

by | Jun 14, 2024

Worth a Listen (or Two)

Great client documentation goes hand-in-hand with maximizing efficiency in your firm. 🤝

Catch Mobile Assistant CEO Corey Westphal discussing that very topic on the Quik podcast.

During this episode, Corey shares valuable insights and practical tips on how to achieve and maintain high standards of data accuracy and how clean data impacts overall business performance.

Listen Here

Can You Trust AI?

Another day, another podcast!

This time, Corey joins the Fintech Impact podcast to talk about the opportunities and challenges of AI – including the importance of starting with accurate data as a “source of truth” for AI tools to be truly effective and reliable.

Corey shares his vision for how structured data capture can streamline financial advisors’ workflows, from improving client interactions to automating documentation processes, and the role Mobile Assistant plays in that process.

Listen Here

TalkIt+ Update Available Now

A new TalkIt+ app update is now available! If you haven’t yet, head over to the Apple App Store or Google Play Store and update today!  

Here’s what you need to know:

  • We’re rocking a new look. Last year, Mobile Assistant embraced a new look to modernize our human-powered technology. Now, the app icon is following suit to better represent our mission, values, and clients like you.
  • Our audio recording features are getting a boost. We’ve made improvements to the audio recording functionality within the app to ensure even clearer and more accurate voice capture.
  • Smoother uploads are coming your way. We’ve optimized the upload process for a faster and more seamless experience.

To take advantage of these great new features, simply update your TalkIt+ Mobile App via the Google Play Store on your Android device or the Apple App Store.

Note that you must update the app to access these new features.

Bust a Move with Us

You might be following us on sites like LinkedIn, X and YouTube — but did you know we’ve got a TikTok account too?

Click here to follow the Elephant on your favorite short-form video app, where we keep it a little more fun and lighthearted.

And don’t forget about us here too!




Where is the Elephant?

This month you can catch CEO Corey Westphal at the the next Redtail University, happening in Chicago on June 25-26.

We’re also continuing our nationwide tour with more stops on the Redtail University circuit.

When will we be near you?

  • Chicago, IL: June 25th-26th
  • Philadelphia, PA: August 20th-21th
  • Kansas City, KS: September 24th
  • Phoenix, AZ: October 15th
  • Dallas, TX: November 12th-13th 

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