Mobile Assistant Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Mobile Assistant is a financial services company that offers a professional, human dictation solution to help capture and organize ideas, thoughts, and client interactions. Its TalkIt+ mobile app provides built-in templates and integrates with leading customer relationship management systems, enhancing advisor workflows by enabling consistent processes and efficient data capture. The company targets advisory teams and other financial services professionals who rely on accurate transcripts of meetings and client conversations to support decision making and client service. Based in Waunakee, Wisconsin, Mobile Assistant positions itself within the financial services technology sector, focusing on transcription and workflow integration to improve meeting productivity and information accessibility. In October 2025, a notable development in the sector involved a strategic acquisition of Mobile Assistant by Jump, an AI solutions provider for financial advisors, signaling continued consolidation in this space.

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