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- Thursday Email: Corey Westpahl pt 2
Thursday Email: Corey Westpahl pt 2
Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.
Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.
 | Embracing Change in Transcription Technology with Guest Corey WestphalIn the latest episode of Bridging the Gap, I have the honor of discussing the transformative impact of fintech innovations with Corey Westphal from Mobile Assistant. We explore topics such as open APIs, AI in transcription services, and the importance of accurate data capture for advisors. We also touch on leveraging existing integrations, prioritizing structured data capture, and embracing open architecture to enhance interoperability across systems. |
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[16:20] Advisors prefer a reliable and secure voice-to-text service because they value accuracy in their notes and prioritize the security of their data. They are cautious about utilizing AI tools and seek compliance reviews to ensure their data is kept safe.
[33:11] AI integration requires organized systems, documentation, and standardization for consistent data presentation. Using a system like Mobile Assistant is crucial for maintaining data consistency. Adapt systems for AI advancements and standardize processes.
The best is ahead!
-Matt