Maximizing Efficiency in Client Documentation With Corey Westphal

The Customer Wins

Corey Westphal is the Founder and CEO of Mobile Assistant, a FinTech company specializing in professional dictation services. Mobile Assistance emphasizes the accuracy and security of dictated notes facilitated by a US-based team. With over 26 years in the transcription industry, Corey began his entrepreneurial journey with a medical transcription company and later pivoted to revolutionize dictation in the financial sector. As a forward-thinker, he continues to explore new technologies, including AI, to enhance the value of Mobile Assistant's services. His dedication to providing structured, reliable documentation has made Mobile Assistant a critical tool for financial professionals looking to streamline their work processes.

In this episode…

Have you ever considered the intricate role of precise documentation in financial advising? Imagine having access to a solution that captures every detail and structures it in a way that powers growth and compliance. Would this transform your practice?

Corey Westphal, an expert in financial technology, dives deep into the world of professional dictation services tailored for financial advisors. He shares his insights on transitioning from medical transcription to the financial sector, emphasizing the significance of the human touch in ensuring high-quality, accurate data capture. He highlights how dictation templates have revolutionized note-taking for advisors, providing a structured, consistent, and efficient way to document client interactions. Corey also reveals his journey in building a dictation fintech company that seamlessly integrates with CRMs and other industry-specific tools to enhance workflows and data usage.

In this episode of The Customer Wins, Richard Walker interviews Corey Westphal, Founder and CEO of Mobile Assistant, about leveraging technology to streamline workflow and client documentation. Corey discusses how Mobile Assistant uses human expertise to ensure the precision of transcription, its onboarding processes, the importance of creating 'raving fans' instead of just customers, and how empathy for the customer's time and needs can lead to the development of revolutionary services.