Mobile Assistant, Inc.

Mobile Assistant, Inc. Our service combines cutting-edge dictation template technology with our human transcription team. Talk, Don’t Type!

Stop forgetting important points or trying to manually write out your thoughts and meeting recaps. Save time and money by speaking your notes and let Mobile Assistant professionals do the legwork.

08/28/2024

This was a fun and educational discussion for advisors. Our CEO and Ricky covered everything from emerging tech, customer engagement, to AI.
Replay is available here: https://youtu.be/wDXkaj0R5i0

What a month it's been. Our July newsletter dropped today & we have so much to share. Early bird registration is even in...
07/18/2024

What a month it's been. Our July newsletter dropped today & we have so much to share. Early bird registration is even included for our next Partner Webinar, and boy is it a good one (hint, Richard Orion, aka Rick Williamson may play a role). 🚀

Highlights:
✔ Holistiplan Partnership & webinar replay with Torie Happe
✔ Upcoming Redtail Technology Partner webinar registration
✔ LPL Financial F450 & CRS template solution launch!
✔ New video training series is live!

https://lnkd.in/eWJRUvcy

"Accuracy is not a nice-to-have, it's a requirement. And that's what Mobile Assistant excels at." 🎯On a recent episode o...
05/23/2024

"Accuracy is not a nice-to-have, it's a requirement. And that's what Mobile Assistant excels at." 🎯

On a recent episode of the Impact podcast, our Founder and CEO Corey Westphal sat down with Jason Pereira to discuss how Mobile Assistant has continued to evolve since his last appearance on the podcast in 2019.

Tune in as he shares how the future of Mobile Assistant and similar technologies lies in further automating and integrating financial documentation processes, potentially revolutionizing how advisors interact with clients and manage data.

Listen to the full podcast here: https://lnkd.in/gRZsDfht

05/09/2023

More than meeting notes.... Mobile Assistant has evolved with our innovations to be more than just a tool for individual advisors. We are now utilized by organizations to standardize process and workflow utilizing our template driven workflow to communicate the most vital information within teams of advisors. The Elephant has grown up....

05/09/2023

The Mobile Assistant rebrand represents more than just a new look for our brand, it represents an evolution of our company. Hear from our CEO, Corey Westphal, as he explains our "why" behind our rebrand as a company. More than just dictation...

Visit www.mobileassistant.us to learn more about our story.

Today our brand evolves. Introducing our rebrand. More than just dictation…
05/04/2023

Today our brand evolves. Introducing our rebrand. More than just dictation…

If you're attending don't miss this panel on Thurs. Our CEO lucky to share the stage w/ 3 industry rockstars, , & Arl...
05/01/2023

If you're attending don't miss this panel on Thurs. Our CEO lucky to share the stage w/ 3 industry rockstars, , & Arlene Moss to talk client experience + ! Added bonus... get the 1st look at the rebrand!⚡️🚀

04/03/2023

Building Your Tech Stack with Mobile Assistant, Inc.

Redtail + Mobile Assistant = Template-Driven Workflows. Join us tomorrow, April 4, at 10am PT. 👉 http://bit.ly/3MfULei

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Waunakee, WI

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+18883731916

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