TalkIt+ by Mobile Assistant

TalkIt+ by Mobile Assistant Software


Company Name:


 
  2023-11-22

TalkIt Overview


What is TalkIt?

Mobile Assistant is a state-of-the-art mobile app that provides a professional, human voice-to-text solution for capturing and consuming ideas, thoughts, and conversations. The app includes a built-in “Assistant” feature that guides users through the dictation process with the use of templates. Mobile Assistant’s focus on innovative technology, combined with a human touch, provides an efficient, secure way to accurately capture meeting notes.



Features


- Professional, U.S.-based, human-quality transcription

- Secure and confidential service

- “Assistant” template guides

- Search & view past notes

- Unlimited storage of all your notes

- CRM integrations with popular systems such as Advisors Assistant, Advisors Command, Ebix Smartoffice, Redtail, Salesforce, Siebel, and Wealthbox.



Official Screenshots


         


Product Details and Description of



Note-taking should be simple. At Mobile Assistant, we are shaping the way people capture and consume ideas, thoughts, and conversations with the use of our professional, human voice-to-text solution. After your client meetings, Talk, Don’t Type, your meeting notes. Our state-of-the-art mobile app includes a built-in “Assistant” feature, designed to help guide you through the dictation process with the use of templates. Mobile Assistant’s focus on innovative technology, combined with a human touch, provides an efficient, secure way to accurately capture meeting notes. See for yourself with a *Free Trial today! *Mobile Assistant's TALK IT app is a free-to-use app add-on for subscribers to the services provided by Mobile Assistant, however, anyone can try Talk It for free by downloading the app and following the directions to create an account. FEATURES INCLUDED - Professional, U.S.-based, human-quality transcription - Secure and confidential service - “Assistant” template guides - Search & view past notes - Unlimited storage of all your notes - CRM integrations --- TESTIMONIALS “Mobile Assistant is helping our firm document every client engagement accurately in the formats that we choose. The human understanding of industry jargon and abbreviations saves us from constantly correcting previously used dictation services.” – Adam, AXA Advisor "It’s not a stretch to say that advisors and their staff can achieve instant ROI with Mobile Assistant as a result of the efficiency and accuracy their service brings to capturing vital notes.” - Mario, CRM Technology Partner “Mobile Assistant is 10x better than any other dictation service.” - Tom, Certified Financial Planner “I personally use Mobile Assistant as it's the most accurate, easiest to use, and has the quickest turnaround time on the market and I've heard of and tried them all.” - Brad, Financial Advisor Coach --- SAVE TIME Speak your meeting notes using Mobile Assistant to save hours of typing per week. CAPTURE MORE DETAILED NOTES Use Mobile Assistant to efficiently capture meeting notes that will increase the amount of detail documented, thus revealing more opportunities, and will ensure an accurate meeting memorandum. PROTECT YOURSELF More documentation from client meetings protects you by accurately documenting what was said or recommended, and provides a clear description of next steps and action items. STREAMLINE THE NOTE-TAKING PROCESS Effectively recap your meetings and communicate next steps with your team. ACCURATE TRANSCRIPTION Mobile Assistant utilizes professional, U.S.-based, human transcriptionists, trained to accurately type your notes. This is NOT voice-recognition software. SECURE & CONFIDENTIAL Mobile Assistant provides a secure, confidential connection to our service, so that you can be confident your data is protected. CRM INTEGRATIONS Mobile Assistant integrates with many popular CRM systems, delivering notes back not only by email but directly to the CRM, where you need them. CRM partner integrations include: - Advisors Assistant - Advisors Command - Ebix Smartoffice - Redtail - Salesforce - Siebel - Wealthbox




Top Reviews

By Chuckdaduck

Chuck’s Redtail connect

This app is amazing! I did the trial and it worked perfectly! Self populated in my CRM and it was within a hour. Good to go!!

By The Financial Engineer

Business Owner

Outstanding! As a businessman, I have tried to prior methods of dictating by calling a phone number and having it sent to me by email. This is so much better! There is greater accuracy greater speed and I am totally satisfied. Using Talk It from my iPhone I am more efficient and more accurate because I dictate all of my thoughts and projects to do as soon as I finish an appointment. Also my two assistants are able to focus their energy on more productive work then Transcribing.

By @the_life_coach

This is what I have been wating for!

I have been using this mobile app for about 3 weeks now and it is winderful. So easy to use and simple. You push the big mic button, record then you can listen to it or click the check mark and it is sent. You get the edited copy back in your email so fast! This beats Dragon hands down!





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