In the latest episode of Bridging the Gap, Corey Westphal founder and CEO of Mobile Assistant joins Matt Reiner to delve into the transformative impact of technology innovations in the fintech space. They explore topics like open APIs, AI in speech-to-text services, and the importance of accurate data capture. Corey emphasizes the need for advisors to adapt to new technologies and advocates for integrating efficient practices into existing platforms.

Throughout the discussion, Corey stresses the significance of structured post-meeting documentation and offers solutions like dictation templates to streamline processes. The conversation also highlights the importance of the cloud in enabling scalable infrastructure and addresses marketing strategies to illustrate the necessity of accurate transcription tools.

Looking to the future, Corey and Matt explore the potential of open architecture to revolutionize data sharing among systems, emphasizing the human element in fostering innovation. Corey points out the need for advisors to utilize existing integrations, prioritize structured data capture, and embrace open architecture to enhance interoperability and streamline workflows.

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