Corey Westphal

Corey Westphal

Formal First Name

Corey Westphal is the Chief Executive Officer of Mobile Assistant, a firm providing an easy, secure and extremely accurate way to document meeting notes and information. Mobile Assistant is an app that enables financial advisors to dictate notes for transcription and later for integration with CRM software. Corey leads his team of professional, human transcriptionists to deliver high quality notes within 8 business hours, integrated with the most popular CRMs. Prior to launching Mobile Assistant, he spent 16 years in the medical transcription industry, providing a high-quality dictation solution to healthcare professionals.

Professional Experience

Academic History

Corey Westphal's Publications

  • Top Articles from the Institute for Innovation Development in 2018

  • Mobile Transcription, CRM and Even Marketing

  • Mobile Assistant Press Release on New Version of iPhone App for Financial Advisors and Sales Professionals

  • Transcription App Mobile Assistant gets upgrade, partners with Salesforce

  • Mobile Dictation as a Client Retention Tool

  • Mobile Assistant -- A Powerful Enhancement to Evernote

  • 3 Reasons You Should Document Client Meeting Notes

  • The Importance of Documenting Your Client Interactions

  • Bulletproof Your Practice Using Mobile Dictation