TALK IT is a free application add-on for use by subscribers to the services provided by Mobile Assistant. TALK IT by Mobile Assistant delivers a very simple approach to note taking- Talk, Don’t Type!

Speak your notes, and a professional, live, transcriptionist accurately types your notes and sends you an email with the high quality text. TALK IT provides an easy way to create accurate, detailed notes, saving valuable time previously spent typing. TALK IT is a high quality voice-to-text alternative to inaccurate voice-to-text solutions on the market, appealing to financial advisors and insurance agents as an easy way to accurately and securely document client meeting notes.

*Note: Mobile Assistant's TALK IT has no viable functionality without an active Mobile Assistant account

User Reviews:

“This is efficiency at its best… it follows the rule: keep it simple” by Mary, Certified Financial Planner

“A true MUST have tool… The speed and accuracy of MA is amazing” by Jeff, Certified Financial
Planner

“Mobile Assistant is fast, accurate and economical…I would recommend it to anyone” by Craig, Certified
Financial Planner

“It truly is way better than other dictation services…night and day” by Doug, Certified Financial Planner

Features:

TALK IT uses professional, live, US based transcriptionists trained in financial and insurance industry specific terminology to accurately type your notes. This is NOT voice recognition software.

Quality assurance overview

NO TIME LIMIT per call

View past notes right on your IPhone

Access your account online to manage your account, access past notes and listen to audio recordings

TALK IT integrates with CRM providers such as: Advisors Assistant CRM, Ebix SmartOffice, Redtail CRM

Security Policy: Mobile Assistant is a secure and confidential dictation service; HIPAA compliant, and Cyber-Risk insurance protected. All data is stored at a secure data center according to stringent privacy and security standards. Client specific confidentiality agreements are available upon request.