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.