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Success Stories

Financial organizations across the country use Mobile Assistant to distribute processes, enable greater efficiency, and strengthen compliance programs.

Enterprise

Gain Efficiency Across the Board

Cambridge
LPL

Teams

Templates = Success

Harmon Smith

Solo Advisor

Gamechanger

Oregon Pacific

Teams

An Evolved Dictation-Driven CX

Allworth Financial

Teams

Time Saved? Complete Gamechanger.

SW Investment Group

Mobile Assistant advisors by the numbers

Save

48

hours per year

Generate

$397k

more AUM per year

Achieve

15%

more detailed meeting notes

How many hours a year can we save you?

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