TalkIt+ by Mobile Assistant 4+

Note-taking should be simple‪.‬

Mobile Assistant, Inc.

Designed for iPad

    • 3.9 • 14 Ratings
    • Free

Screenshots

Description

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

What’s New

Version 4.0.6

Updates:
- Improved audio recording and upload
- Added privacy policy link
- Show/hide password on login

Ratings and Reviews

3.9 out of 5
14 Ratings

14 Ratings

Kstrickoff ,

Excellent (and essential) Productivity Tool

I have been using this app for a while now, and it is excellent. Accuracy is terrific, and turnaround time as well. I have tried other services in the past like Phillips, and this service is clearly superior by leaps and bounds. Keep up the good work.

Developer Response ,

Thank you so much for the feedback. We're continuing to make improvements and appreciate any feedback to help make us better at success@mobileassistant.us.

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!!

Developer Response ,

Thank you for the feedback. We're continuing to make improvements and appreciate any feedback to help make us better at success@mobileassistant.us.

Justonian1 ,

Can’t even get out of the starting gate with this app

I have downloaded it and removed it twice it will not let me set up even a starter account it never sends me the email confirmation and it repeatedly tells me that my email that I’ve had for nearly 20 years is invalid end it is a Gmail account. Super frustrating I have nearly 2 hours into trying to make this go. I would love it if somebody could make it work.

Developer Response ,

We are very sorry to hear of your frustration getting started with our service. Our Client Success Team is here to help at success@mobileassistant.us or call us at 888-373-1916. For security/compliance reasons, our clients need to use non-public domain emails, which is why your gmail account did not work. If you can sign up with a business email that would work great.

App Privacy

The developer, Mobile Assistant, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

You Might Also Like

Copytalk+
Productivity
Redtail CRM
Business
Redtail Speak
Business
MyRepChat
Finance
Wealthbox
Business
Advisors Excel Events
Business