April 2024: What’s new with Mobile Assistant?

by | Apr 2, 2024

In the News: Corey Westphal Talks Mobile Assistant Brand

Mobile Assistant CEO recently joined Three Crowns Marketing’s webinar series to discuss all the details behind the updated Mobile Assistant brand.

Click below to watch their discussion now to hear from Corey and get his perspective on the value and message that financial advisors can implement in their own firms

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In the News: Corey Westphal on Bridging the Gap

In the latest episode of Bridging the Gap, Corey Westphal joined Matt Reiner to delve into the transformative impact of technology innovations in the fintech space.

Listen below to them explore the potential of open architecture to revolutionize data sharing among systems

Listen Now


Stay Current with News As It Happens

Are you following Mobile Assistant on social media? It’s the best way to keep up-to-date with new product enhancements, travel updates, and content as it’s published.




Where is the Elephant?

This year is shaping up to be a big year for our team on the road as we join forces with Redtail to open each Redtail University in 2024.

Here are some of the places you can expect to see us this year. Will we be near you?

  • Charlotte, NC: May 14th 
  • Chicago, IL: June 25th-26th 
  • Philadelphia, PA: August 20th-21th 
  • Kansas City, KS: September 24th
  • Phoenix, AZ: October 15th
  • Dallas, TX: November 12th-13th 

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