Mobile Assistant
HQ Address
101 East Main Street, Suite 5, Waunakee, WI 53597, United States
Website Address
Business introduction
More Than Meeting Notes. Human Powered. Precision
Mobile Assistant enhances productivity and simplifies note taking with a template-guided process you can scale across your organization
The Mobile Assistant Story
Over a decade ago, Mobile Assistant’s founder Corey Westphal saw a problem in the wealth management industry: Financial advisors were spending too much time manually typing their client meeting notes, and losing too many opportunities caused by inaccurate or missing documentation.
So Corey created Mobile Assistant – a first-of-its-kind mobile dictation technology to capture meeting notes, and then have them transcribed and organized by US-based, human transcriptionists with financial services expertise.
The result? Fast, precise transcriptions (over 99% accurate) that can be turned into actionable, workflow-ready documents and integrated into your CRM of choice.
Advisors need a solution that enables them to be process-driven, efficient and agile in responding to client needs. Since the day of our founding, Mobile Assistant has worked to give advisors the two things they can’t get enough of – time and confidence – so they can provide superior customer service and operate more efficiently.
Mobile Assistant Solutions
Mobile Assistant
Mobile dictation service by Mobile Assistant Mobile Assistant is the efficient, accurate way to document critical client meeting information using our human quality mobile dictation service. Mobile Assistant is efficient, secure and extremely accurate. Mobile Assistant is a 100% US-based dictation solution with professional, human transcriptionists. How does it work? Meet with your client......
