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.
Corey leads Mobile Assistant's team to innovate and design the most effective ways to capture and consume ideas, thoughts and conversations using professional dictation services.
Corey Westphal's Publications
Top Articles from the Institute for Innovation Development in 2018
Mobile Transcription, CRM and Even Marketing
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