In this episode of Bridging the Gap, Matt sits down with guest Corey Westphal, Founder and CEO of Mobile Assistant, an easy, secure and accurate way to document meeting notes and information. Join them as they delve into the world of accurate data and transcription services for financial advisors. 

Corey emphasizes the value of precision amid rampant misinformation, and how his company aims for 99.6% accuracy through human reviews. They discuss accurate data's role in maximizing AI tools and Mobile Assistant's transformative transcription services in finance. Corey also explains how the idea of using dictation for financial advisors, inspired by the medical field, presented challenges and learning curves.

Additionally, Corey and Matt explore the developments in voice technology, its fusion with CRM systems like Redtail, and how technology can improve interactions between advisors and clients while streamlining operations. Corey provides valuable insights into the evolving role of technology in the financial industry, the pivotal role of precise data for advisors, the journey of Mobile Assistant, as well as the components for quality note-taking to achieve ideal dictation.

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