So much of your work is on the go, whether it’s meeting clients on the golf course or at their homes. Client expectations are changing, as well as regulatory expectations for archival and documentation.
But with limited hours in the day, it can be tough to be everywhere at once. Here at Mobile Assistant, we know that your tech needs to be able to show up where you show up everyday – wherever that may be. The right tech should streamline your processes, freeing up your time to foster client relationships or grow your practice.
That’s why we developed TalkIt+, the mobile version of our proprietary dictation software that’s empowered entirely by human transcriptionists.
Today, we’re exploring how TalkIt+ can revolutionize your note-taking process with accurate transcriptions.
About TalkIt+
TalkIt+ offers a totally customizable service at the intersection of intuitive processes and precise results. Our talk-to-text capabilities are powered by real, human transcriptionists. Rather than spending hours per week typing and organizing meeting notes, users simply speak their notes using the app’s pre-built templates.
Released nearly a decade ago, the app has evolved to meet the ever-changing needs of advisors and their clients. Today, that includes:
- Organized, searchable and shareable notes
- The highest level of accuracy fueled by professional transcriptionists
- Secure and confidential service
- Unlimited storage
The TalkIt+ app also has integration capabilities with all of your favorite software systems, including Redtail, Salesforce, Wealthbox and more.
What the Mobile Assistant TalkIt+ App Can Do For You
The TalkIt+ app offers a host of benefits aimed to streamline advisor activities.
A 2019 study by Kitces.com found that of the 43 hours advisors spent working in an average week, nearly 27 of those hours were spent on direct client activity. Four more of those hours were spent on administrative tasks.
With the TalkIt+ app, advisors can streamline note taking and cut down on those hours, leaving more room for work-life balance or for other professional development.
Plus, our US-based transcriptionists deliver human-powered results, which consistently beat out accuracy for tech/AI-based dictation services.
In the event of an audit, all of your client meeting notes are easily accessible, organized and searchable – streamlining the audit process and reducing the risks of compliance errors.
How to Use the Mobile Assistant TalkIt+ App
How it works
To use TalkIt+ after a meeting, you’ll need to find a quiet place (such as your office or your car). Then, hit “record” and start talking – it’s that simple!
Want to make sure you don’t miss anything? Hop on over to the “Assistant” button in the bottom center. The Assistant feature provides structured and efficient guides for your notes through pre-built templates. You can also create totally customized templates based on your needs and share them throughout your team members for a replicable note-taking process.
Once you’ve submitted your note, you’ll receive your transcription with just one business day, which can be delivered through your favorite CRM integration or right in the app.
Click here to watch a video walk-through of the TalkIt+ app
How to Set Up the TalkIt+ App
While the TalkIt+ app is a subscription add-on for current Mobile Assistant customers, it is free for download in the app store for users to try a free demo.
Click here to download the TalkIt+ app.
Once installed on your device, follow the in-app instructions to create an account and get started.
Change the Way You Think About Dictation
Ready to try out Mobile Assistant’s TalkIt+ app? Click here to start your free trial and see how accurate note-taking on-the-go can transform your firm’s business.