Mobile Assistant’s Year End Message
As 2024 comes to a close, at Mobile Assistant we reflect on the transformative year we’ve had and look forward to the opportunities ahead.
At the heart of everything we do is our commitment to Human-in-the-Loop (HITL) accuracy. For over 14 years, we’ve worked alongside financial advisors to provide the most reliable, context-rich meeting notes in the industry. This isn’t just about capturing words; it’s about preserving the insights, context, and perspective that fuel advisors’ client relationships. 💡
As the financial industry evolves, so does the importance of accurate data. In 2024, we learned just how critical HITL remains in a world increasingly adopting AI note-taking tools. While technology is reshaping workflows, one thing is clear: AI is only as good as the data it relies on ‼️
That’s why we’re excited about 2025 and beyond. We’re doubling down on our mission to tap into the value of the accuracy foundation we’ve built and that advisors trust is synonymous with the Elephant with these major initiatives in the new year:
⚡ Introducing new innovations to help financial advisors leverage the power of their data more effectively than ever before.
⚡ Launching initiatives that harness the value of Mobile Assistant’s 99.6%+ accurate meeting notes to provide actionable insights for the advisors we serve.
⚡ Establishing AI partnerships to unlock even greater opportunities for our customers and the financial industry we love.
To our incredible customers: thank you for trusting us to document your most important conversations. To the Mobile Assistant team: thank you for your unwavering dedication to excellence.
2025 is shaping up to be an exciting year of partnerships, innovation, and continued commitment to HITL excellence. Together, we’ll ensure that accurate, meaningful data continues to drive the future of financial advising.
Here’s to the next chapter of success… together!
Happy New Year!
The Mobile Assistant Team
www.mobileassistant.us
