Fintech Impact

Summary: In this 83rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Corey Westphal, CEO at Mobile Assistant. Mobile Assistant is an app that enables financial advisors to dictate notes for transcription and later for integration with CRM software. Corey discusses the process of the user experience for Mobile Assisted customers, how Mobile Assistant manages to provide accuracy for their dictation, the various range of templates that are possible, and the feedback that Mobile Assistant has received from advisors. Episode Highlights: ● 00:43: – Corey Westphal defines Mobile Assistant. ● 02:47: – What does the user experience of the process look like? ● 06:01: – Corey discusses compliance, CRMs, and the ability to design templates. ● 07:58: – Has he had any conversations around templating and machine learning? ● 09:45: – Does Mobile Assistant utilize AI? ● 11:15: – Technology for dictation may be