Mobile Assistant vs CopyTalk — Which Dictation Tool is Better for Advisors in 2024?

Experience the difference of a templated and guided dictation process that allows you to complete your meeting notes faster, improve your team’s communication, and enhance your overall customer service experience.

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Try Mobile Assistant today for free to see how you can bring template-guided scale to your organization.

What Makes Mobile Assistant Different?

The Human Touch: Crafted by Experts, Not Machines

We know that financial services encompasses so much more than numbers; it’s about relationships. That’s why, unlike some of our competitors, we embrace the human touch. Our team of transcriptionists, all based in the U.S.A., are experts in the intricacies of financial advice, ensuring that your client interactions are translated into a narrative that goes beyond mere words.

Seamless Integration with Your Workflow

Our cutting-edge TalkIt+ mobile app and digital platform seamlessly integrate into your workflow, allowing you to record meeting notes effortlessly with our template-driven process. No more clunky interfaces or complicated processes – just a smooth, intuitive experience tailored for financial advisors on the move.

Action Items and To-Do Lists at Your Fingertips

We don’t stop at transcription; we go the extra mile. You get a polished transcript with structured data, actionable insights, to-do lists, and key takeaways that integrate directly with your favorite CRM. Mobile Assistant transforms your recorded notes into a replicable, strategic process for enhancing client relationships and driving your practice forward.

Mobile Assistant Leads to Higher Revenues and Larger Profits

Case Study of 1,100 Financial Advisors

In a study of 1,100 financial advisors, Mobile Assistant users…

…When compared to advisors not using Mobile Assistant.

What Real Advisors Who Switched Have to Say

“Mobile Assistant is the best efficiency tool we use.

The time it saves me, the other financial advisors in my office, and our staff exceeds 600 hours per year!”

Donald Savaglia
Savagilia Financial Advisors

“Mobile Assistant is 10 times better then Copytalk:

1: Faster
2: More efficient – very few mistakes from what I say
3: Redtail compatible – goes directly into clients files”

Chad A. Slagle
Slagle Financial

“The positive things about it were their correctness of the dictation. It was far superior to the Copy Talk that I was on for six or seven years. The other quality feature of Mobile Assistant is the rapidity with which they get the dictation to me. They got it to me within 24 hours so they professed. In reality, I had it within about 30 minutes. I could not get over that.”

Paul Wetherall
Cambridge Investment Research Advisors Inc

“I had been using another dictation service for many years and since I switched to Mobile Assistant my staff and I have been operating much more efficiently because of the accuracy of the translations and speed of getting the transcriptions back. Mobile Assistant allows me to communicate and delegate to my team more effectively. Thank you Mobile Assistant!”

Jason L Smith
CEO & Founder of C2P Mastermind Group & Prosperity Capital Advisors

“I just wanted to drop a note about how much I appreciate using MobileAssistant in my practice. Specifically, their assistant tool in the app. They have created a way to template all my notes to make it easier for staff to know where to look for my notes and action items following a meeting. By using this tool, case notes now go beyond just CYA…”

Justin Bassell CLU®, ChFC®
Financial Advisor

Why Mobile Assistant? Because Precision Matters.

In a world where every detail counts, Mobile Assistant rises above the competition.

Our commitment to precision is unparalleled, with U.S. based, expert transcriptionists ensuring that your client meeting notes are not just transcribed, but meticulously crafted into a comprehensive, structured document that captures every nuance with an over 99.6% accuracy rate.

How Mobile Assistant Levels Up Your Dictation

Deeper CRM Integrations

Free, No-Risk Trial

Built-In Templates to Guide Dictation

Professional-Quality Transcriptions

Cutting-edge Mobile App Technology

Customize and distribute templates across your organization

It’s Easy to Switch

It takes effort whenever you add or replace a piece of your firm’s tech stack. We’re committed to making it easy for you to upgrade your dictation experience without a costly or time-consuming conversion from CopyTalk.

Sign Up on Your Phone

We do everything else on our phones, why not dictating meeting notes too? Scan one of the QR codes below to get started in under 5 minutes.

No Data Transfer

Our deep connections into your CRM mean no data needs to change hands. Make the switch and you can enjoy Mobile Assistant’s template-guided dictation process immediately after signing up and still have access to all your current notes.

Fast and Painless

Switching is virtually painless. If you’re a Redtail customer, you can make the change in as little as two clicks right from your Redtail dashboard.

Click Here to Start Your Risk-Free Trial Today.

No Credit Card, No Wait.

3 Final Reasons Why Mobile Assistant is the #1 Alternative to CopyTalk for Financial Advisors

Accuracy

Our notes are over 99% accurate because each one is reviewed and transcribed by a human who’s an expert in financial services. Rather than rely on AI and technology alone, we go the extra mile to make your notes as close to perfect as possible.

Structured notes with dictation templates

Templates structure the process to operationalize efficiency into your organization. Advisors don’t have to waste time structuring notes. Simply open the TalkIt+ app, choose the correct meeting, and start dictating.

Replication of process

The Assistant Template Manager puts the power of replication at your fingertips. When you’re a financial institution with hundreds or thousands of financial advisors, you want to ensure consistency. Assistant Template Manager puts the same post-meeting process in front of all your advisors with just a few clicks.

James Monroe

Oregon Pacific

“TalkIt+ is a simple way to get your notes into the CRM, which we all try to keep track of. I don’t have to type notes and add them to the CRM. My assistant doesn’t have to decipher my notes either. The templates keep us on track and help keep track of data.”