Mobile Assistant Partners with Advisors Assistant CRM
Mobile Assistant has partnered with Advisors Assistant CRM to provide an efficient, secure way to enter client notes directly into Advisors Assistant CRM. Stream-line your note-taking process.
- (1888PressRelease) October 07, 2010 - Verona, Wis - Mobile Assistant Partners With Advisors Assistant CRM.
Mobile Assistant and Advisors Assistant have partnered to offer financial advisors a secure, time saving way of entering important client information into the Advisors Assistant program.
Financial advisors spend valuable time documenting client meeting notes and entering this information into Advisors Assistant. Mobile Assistant increases productivity and profits by enabling subscribers to call from any telephone and dictate client meeting notes, which are then transcribed by professional transcriptionists and securely emailed back and posted to Advisors Assistant the same business day.
Free up valuable time with streamlined note-taking:
During a typical day, busy professionals often have little time to take notes on the many important conversations that transpire. After a typical client meeting, two thirds of our short-term memory is lost after just one hour, and ninety percent is lost after 24 hours. Yet the effectiveness of your business depends on communicating with your clients and keeping track of their wishes and concerns. Having a record of all your important conversations can go a long way toward maintaining the level of communication necessary to maintain strong client relationships.
Key features of Mobile Assistant include:
•Professional U.S. based transcriptionists
•Unlimited dictation length
•Same-day turnaround time
•Online account manager
Here's how the integration works:
Advisors Assistant users simply call the Mobile Assistant phone number and dictate the Contact's name and phone number and any notes they want to make to the contact's note record. At the end of the dictation, they can hang up or press "6" to start a new note for another contact.
In less than 24 hours, the note will arrive in an email that looks just like this.
When the email arrives, the Advisors Assistant program that runs inside Outlook 2003 or later will detect that the email is from Mobile Assistant and use the phone number and name, if necessary, to copy the email to the contact's notes in Advisors Assistant. The result: No more guesswork about which stage you were in with a sale. No more struggling to recall crucial details from a conversation you had a week ago.
No more typing into Advisors Assistant. Simply speak your notes, impressions or next steps and let Mobile Assistant enter your meeting notes for you. Once the notes are in Advisors Assistant, you can make changes if you desire.
Note-taking made easy:
•After each appointment, taking 3-5 minutes to speak your notes, impressions and next steps will result in detailed documentation that can be easily filed with your client information
•Streamline the note-taking process
•Document all of your business conversations more accurately
•Reduce your note-taking responsibilities to a simple phone call
•Ensure compliance with online activity tracking
•Automatically identify clients who need portfolio rebalancing
•By including your assistant or partner in your automatic report delivery, next step instructions are communicated without additional follow-up by you
A current subscriber of Mobile Assistant recently articulated the benefits of the service: "In tough economic conditions we need to re-examine the way we do business and the way we use our time and find ways to become more efficient," said Kevin McKeough, Product Manager at Motors Werner Electric Supply Co. "We need to use the tools that are available to add to our bottom line. Today 'more efficient' is being interpreted as 'maximizing the time I have to add or make more profit.' Mobile Assistant is a great tool that will help me add and make more profit."
Security and Confidentiality: Mobile Assistant takes security and confidentiality seriously. It complies with both HIPAA and Gramm-Leach-Bliley and carries cyber risk insurance to further protect you and your clients.
About Mobile Assistant
Mobile Assistant is a division of U.S. Transcription, Inc., a U.S.-based medical transcription company founded in 1998 by Chuck Westphal and Corey Westphal which was named one of the 5000 fastest growing private companies in 2007 by Inc. magazine. Mobile Assistant allows U.S. Transcription to offer time saving mobile dictation services to any professional industry with a need for a note-taking solution to accommodate client meeting documentation, compliance reporting, expense reporting and email communication.
Mobile Assistant is offered as a monthly or annual subscription. For a FREE TRIAL, visit www.MobileAssistant.us or call 888-373-1916.
Advisors Assistant is the leader in Client Management Software since 1985. Visit us at www.advisorsassistant.com or call 800-799-4267.
For more information:
Brad Simek, National Sales Director
bsimek ( @ ) ustranscription dot com