Our History

The best way to describe the Mobile Assistant story is to start with our WHY.  “People, combined with technology, provide the most powerful solution to our problems. We believe the right PEOPLE make the difference.”

For the last 20 years, Mobile Assistant has leveraged technology in a way that connects clients to our US based, human, professional transcriptionists to help solve the problem of how to accurately capture and document client meeting interactions.

Dedicated US based, professional operations, powerful CRM integrations, state of the art mobile applications, dictation template guides, unsurpassed security, and our 8 business hour turnaround time promise makes Mobile Assistant the most trusted dictation service available.

Mobile Assistant helps you tell the client story in a detailed, accurate way. Innovations like the built-in Assistant template guide will change the way you think about dictation. State of the art technology combined with the human touch allows us to deliver the most efficient, accurate client meeting note solution to our customers. 

Corey Westphal, CEO, Mobile Assistant, Inc.

“The quality of work we do as a team at Mobile Assistant is the direct result of our company culture rooted in family and values. I’m proud of the way we continue to challenge the status quo and demonstrate how dictation can be leveraged to help Advisors increase efficiencies, compliance and build strong client relationships.”

Stephanie Westphal, CFO, Mobile Assistant, Inc.

Client Testimonials

Mobile Assistant has been a crucial part of the growth of my business as a financial advisor. The dictation service I was using had “garbled” in a lot of the dictations. Now that I am with Mobile Assistant, my staff is more efficient in reviewing notes and completing summary letters after our client meetings. Thank you for the quality service you provide!

Sean Wayne

I used different dictation service for 5 years and was about to cancel because of the inaccuracies. I have used Mobile Assistant for over a year now and am amazed at the accuracy and quick turnaround. I would recommend the service to every financial advisor no matter their experience or size of their practice. It keeps our practice running efficiently allowing nothing to fall through the cracks. And the way it helps us record notes from client meetings is a compliance dream.

Thomas M Fross

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