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.
Meet Our Team
Corey Westphal
As CEO of Mobile Assistant, Corey has been at the forefront of advisor technology trends and innovation since founding Mobile Assistant over a decade ago. He leads the team as we innovate and design the most efficient ways for people to capture and consume ideas, thoughts, and client conversations using our professional dictation service.
With over 26 years of experience innovating in the dictation and transcription industry, Corey’s focus on the financial service industry’s needs will drive Mobile Assistant to release new features and innovations that change the way people think about dictation.
Corey is a father of five beautiful kids, and loves watching them compete in everything from hockey to tennis and gymnastics. He’s also lucky to call our beautiful and gifted COO, Stephanie, his wife.
Stephanie Westphal
As Chief Operating Officer, Stephanie leads Mobile Assistant’s operations with responsibility across transcription services, human resources and financial functions. Stephanie brings 20+ years of operations management experience and is valued for establishing high functioning remote working teams, leading collaboration between teams and translating strategic objectives into actionable plans.
She is a skilled problem-solver and adaptable self-starter experienced in analyzing processes. Stephanie continues to push Mobile Assistant into the future with innovations that result in efficiencies and increased controls that benefit both our employees and our clients!
Leanne Axelson
With 34 years of transcription management experience, Leanne has fine-tuned how to successfully lead teams while navigating an evolving transcription industry landscape. Her strong attention to detail makes it possible for Mobile Assistant to efficiently and confidently capture accurate client stories and reports.
Leanne is also the proud mom of four children and three grandchildren, often spending her weekends cheering them on in a variety of activities. She enjoys a good book, gardening in the summer months, sitting by a campfire in the evenings, and spending time with family and friends.
Lori Verke
Prior to joining Mobile Assistant in 2008, Lori worked for various hospitals and clinics as a medical secretary and transcriptionist. Her roles at Mobile Assistant have included QA editor, Transcription Manager, Customer Service Manager, and – currently – Systems and Operations Manager.
On the weekends, you can catch Lori spending time with her husband of 30 years and their four children. She also loves working on a puzzle, shopping, and spending time outdoors – especially during summers at the lake with family and friends.
Sarah Bartsch
Outside of work (or sometimes interrupting work), Sarah spends way too much time wrangling cats and then shares images of them with her boyfriend of 12 years, Scott. Luckily he likes cats okay, too! In her free time, Sarah enjoys daily writing, books, movies, cooking a range of cuisines, spending time with family and friends, and yoga. She does not like yard work, but manages to occasionally glove up and pull weeds anyway.