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Mobile Assistant
Mobile Assistant is a secure, easy and extremely accurate way to document meeting notes and information.
How It Works: After a client meeting call Mobile Assistant from any phone; speak your notes, impressions, next steps; then a professional transcriptionist will type your message and email it back to you.
Advisors Say – it’s much easier to enter notes, saving them hours of productive time per week to focus on sales generating activities;
Assistants Say – notes are more timely and detailed, helping them service and follow up much more efficiently and professionally;
Compliance Says – client meeting notes are much more detailed and accurate which protects both advisors and the firm.
For more information, please see http://www.mobileassistant.us/store/home.php
