Our History

The best way to describe the Mobile Assistant story is to start with our WHY.  Mobile Assistant’s WHY is and always has been: People, combined with technology, provide the most powerful solution to our problems. We believe 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 transcriptionists to help solve the problem of how to accurately capture and document client meeting interactions.

Powerful CRM integrations, template dictation guides, dedication to US based professional operations, state of the art mobile applications, unsurpassed security, and our 8 business hour turnaround time promise has made Mobile Assistant the most trusted dictation service on the market.

Mobile Assistant helps you tell the client story in a detailed, accurate way. We will change the way you think about dictation with our state of the art Talk It app, delivering accurate notes all thanks to our professional transcriptionists.”

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, COO, Mobile Assistant, Inc.

Client Testimonials

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