Mobile Dictation by Mobile Assistant

FPPad Spotlight: Corey Westphal of Mobile Assistant-T3 2012

mobileassistant — Thu, 22 Mar 2012 19:09:23 +0000

We had a terrific experience, once again, at T3 2012! It was great meeting with our current clients and our prospective clients to learn how Mobile Assistant has hellped them and can help them! We also had a the pleasure of being interviewed by FPPad.com — take a look at the video below!

High Praise for Low-Tech Mobile Assistant at 2012 TechLeaders Conference

mobileassistant — Thu, 22 Mar 2012 18:46:06 +0000

By John Sullivan, Advisorone

Not all tech needs to necessarily be “high” tech.

“Sometimes the simplest solutions are the best solutions,” says Corey Westphal, president of Madison, Wis.-based Mobile Assistant. “This means something that doesn’t have a six month implementation process.”

Westphal (left) and Brad Simek, the company’s national sales director, presented to broker-dealer executives at the 2012 TechLeaders Broker-Dealer Technology Conference in Dallas Tuesday, and their decidedly low-tech offering, while just as critical as the other on display, stood out among the bells and whistles of their fellow vendors.

“Advisors can leave a client meeting, record their notes, have them transcribed and they receive an e-mail back for the client’s file,” according to Westphal. “It’s a critical documentation tool with a low, set monthly fee that includes unlimited dictation. It’s something their assistant doesn’t have to waste time with. And since we originally came out of the medical industry, where we were subject to HIPPA rules, our security is as good as it gets.”

“We see advisors using the service in two or three ways,” Simek adds. “The first is, as we mentioned, immediately dictating notes from a client meeting. The second is for better contact relationship management. The third is to document what was discussed in the meeting, and include next steps to move the relationship forward.”

The firm targets it’s offering to broker-dealers, RIAs and insurance professionals, who in turn make it available to their affiliated advisors and agents. It counts MassMutual, John Hancock Financial Network, Securities America and TD Ameritrade among its larger clients, but Westphal notes the product is fully scalable at a price point that makes sense for even the smallest RIA.

“Dragon, Google Voice and some of the other free services out there work, and you get a file back almost instantly, but the accuracy lacks, and you can spend hours cleaning up the transcript,” Westphal said. “Voice recognition technology isn’t there yet, and it’s certainly no substitute for a person on the other end of the line. We have that person on the other end of the line.”

Mobile Assistant also has a number of relationships with integrated CMS providers that send the file directly to the client’s account, negating the need for redundant and time-consuming work on the part of the advisor’s office staff.

“If we get one new BD relationship from this conference, then it’s a success for us,” Westphal said. “We already have a few, actually.”

Jeff Rose from GoodFinancialCents uses Mobile Assistant to dramatically increase productivity

mobileassistant — Fri, 06 Jan 2012 16:53:03 +0000

In a recent www.GoodFinancialCents.com article, Jeff Rose, Certified Financial Planner from Illinois, describes how he increased his productivity by 7000% with the use of Mobile Assistant http://t.co/ZLJrBlrk

4. Use a Transcription Service

This is the mother of all productivity tools for me, and of the 7000%, I can allot about 6900% from the use of a transcription service!

Mobile Assistant is the company that I use currently to transcribe blog posts, letters to clients, reminders that I want emailed to me, responses to emails when it is much easier to talk than type, and also for mailing out letters.

In fact, I am ‘writing’ this blog post by using my transcription service. How freaking cool is that?

This has literally saved me hours upon hours of writing blog articles, remembering important notes that, had I not had the service, I would never get a lot of this stuff done. If you are a blogger or a business that requires a lot of letters and client notes, I strongly suggest trying the free trial of Mobile Assistant.

Mobile Assistant – A Powerful Enhancement to Evernote

mobileassistant — Tue, 16 Aug 2011 18:03:44 +0000

Mobile Assistant users can now have their notes show up directly in Evernote. Users simply call Mobile Assistant and speak their notes, impressions or other information into the phone. The dictation is converted into an email and sent back to the user. With one click of the “Add to Evernote” button in the email, the note is posted to the user’s Evernote program, or, an even more efficient option is for an Evernote user to include their Evernote email address in their email list with Mobile Assistant so notes are automatically delivered directly to the Evernote program. It’s that simple.

Click here to download the full Step-by-Step Guide on setting up Mobile Assistant to work with Evernote

Need an Evernote account? Simply Click here to Sign Up for a Free or Premium Account

Bulletproof Your Practice Using Mobile Dictation

mobileassistant — Thu, 11 Aug 2011 13:48:40 +0000

By Corey Westphal, President, Mobile Assistant

Financial advisors have an extremely difficult job; provide sound financial advice in an uneasy and tumultuous economic environment while striving to find ways to improve their practice. Heavy obligations are piled on every day, with what can seem like few practical tools available to relieve some of the pressure.

Increased client documentation combined with time savings is hard for most advisors to imagine, but mobile dictation accomplishes both. Adopted as a tool to immediately document information after meeting with a client, mobile dictation is a great step towards bulletproofing a practice. More detailed meeting notes that are time and date-stamped by a third party, with an original stored on a secure database, make mobile dictation a compliance officer’s dream and an advisor’s easy-to-implement low cost documentation solution.

Implementation of mobile dictation is easy and the results are immediate; added protection for the practice with accurate, detailed notes while saving valuable time previously spent typing notes.

Two important features of mobile dictation as compared to other technology tools available;

1) Easy implementation – no equipment to buy; use any phone to call a toll free dictation number and verbally dictate your notes;

2) Cost effectiveness – unlimited dictation for less than a cup of coffee per day.

Mobile dictation services are not all the same. Advisors should consider these differentiators; 1) Accuracy, 2) Time Restrictions, and 3) Turnaround Time. A powerful and cost-effective tool, mobile dictation is quickly becoming a technology tool of choice for advisors looking to implement solutions that help bulletproof and increase efficiencies in their practice.

Mobile Assistant is the leading mobile dictation service in the financial and insurance industries. Specializing in professionally accurate notes, with no job limit restrictions and quick turnaround time, the list of Mobile Assistant clients is growing daily. We invite you to experience our service first hand with a free trial by visiting www.MobileAssistant.us.

Mobile Assistant featured in Under30CEO

mobileassistant — Thu, 28 Jul 2011 19:13:17 +0000

Mobile Assistant listed as a top tool for business owners.

5 Survival Tools for Small Business Owners

Speech Tools for Lawyers in 2011

mobileassistant — Fri, 15 Jul 2011 13:41:13 +0000

Jim Calloway, Director, OBA Management Assistance Program, recommends speech tools which are available to attorneys to help grow their practices.

Speech Tools Article

Mobile Assistant Demand Creating U.S. Based Jobs

mobileassistant — Tue, 28 Jun 2011 18:04:27 +0000

Professional note-taking service is hiring.

MADISON, WI, June 28, 2011 — Mobile Assistant, a professional mobile dictation service company, has experienced over 65% growth in 2011. Fourteen full time U.S. based staff have been added to meet the demand of an increase in market share for the Mobile Assistant voice to text service in the financial, insurance, legal, and sales driven industries. Currently, Mobile Assistant is interviewing and testing for over 5 full-time employee positions transcribing Mobile Assistant notes. Healthcare coverage and a 401K retirement plan are provided. To apply, send a resume to careers@mobileassistant.us.

Focusing on delivering professional quality notes, Mobile Assistant has quickly become a major player in the voice to text market in the financial, insurance and legal industries. Recent integrations with CRM (Customer Relationship Management) providers such as Advisors Assistant, Ebix SmartOffice, and Redtail Technology, have increased sales, and expanded Mobile Assistant’s brand recognition.

Major competitive advantages have driven the success of the two year old Mobile Assistant division of the parent transcription company U.S. Transcription, Inc.:

Unlimited job length;
Professional accurate notes made possible by staffing only full-time U.S. based transcription and quality editors;
Toll-free dictation line access;
Competitive pricing – Mobile Assistant charges the same or less than similar services.

About Mobile Assistant

Mobile Assistant is a Midwest United States based leading provider of professional voice to text services to financial, insurance, legal and sales industries. Focusing on cutting edge technology and professional quality notes, Mobile Assistant offers a secure, easy way to accurately document meeting notes. For more information or to sign up for a no obligation Free Trial, visit www.MobileAssistant.us.

– more –

Contact:

Corey Westphal – President
Mobile Assistant
Phone: 608-347-2254
http://www.mobileassistant.us
cwestphal@ustranscription.com

External Links:

Mobile Assistant Website: http://www.mobileassistant.us

Free Trial for Mobile Assistant: Mobile Assistant Free Trial Registration

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Small technology upgrades improve efficiency – Roundthetable.org article

mobileassistant — Mon, 27 Jun 2011 14:40:16 +0000

Don Clay Hall II, CLU, ChFC, a 16-year MDRT member from Johnstown, Pennsylvania, writes about the impact Mobile Assistant has had on the efficiency of his practice.

Small technology upgrades improve efficiency

Mobile Assistant Joins Your Silver Bullet

mobileassistant — Thu, 16 Jun 2011 14:55:39 +0000

Mobile Assistant Joins Your Silver Bullet

~ Leading Mobile Dictation Service Provider commits to technology integration; becomes the 22nd member of Your Silver Bullet

Portola Valley, CA. 6/15/2011. Your Silver Bullet, LCC, announced today that Mobile Assistant has joined the industry’s leading community of independent software companies, becoming the 22nd member.

“The objective behind the formation of Your Silver Bullet (YSB) has been to provide a community and venue for advisor technology firms to collaborate on integrations and provide advisors with a single reference resource,” said YSB co-founder Greg Friedman. “We welcome Mobile Assistant to YSB and look forward to introducing their leading technology to our members for integration opportunities, as well as expanding the number of vendors available to advisors through YSB.”

Mobile Assistant provides an easy, secure, extremely accurate way to document critical client meeting information. How it works: After a client meeting, clients call Mobile Assistant from any phone; speak their notes, impressions, next steps; then a professional transcriptionist types the message and emails it back to the client.

Financial Advisors, Insurance Agents, and Compliance officers say:
• It is much easier to enter notes, saving hours of productive time per week to focus on sales generating activities;
• Client notes are more timely and detailed, which helps advisors service and follow up much more efficiently and professionally;
• Accurate and detailed notes help to protect both advisors and the firm.

Mobile Assistant has quickly become the mobile dictation service of choice in the financial industry because of one important distinction; professional quality service. With a growing client and partnership base in the thousands, Mobile Assistant is positioned for tremendous growth in the future.

“We are very excited to be part of YSB,” said Corey Westphal, President, Mobile Assistant. “We are committed to helping advisors succeed and by joining YSB we will enhance the value of our offering to advisors by creating added efficiencies in their businesses through time saving integrations.”

About Your Silver Bullet, LLC
Founded in 2007, Your Silver Bullet (YSB) is the financial advisor industry’s leading software community for facilitating data standards and integrations. Committed to open architecture, YSB was established to provide a venue for independent software vendors to work together in creating data standards to facilitate integrated solutions as well as to provide advisors with a single reference resource. YSB is headquartered in the San Francisco Bay Area, with offices in West Virginia and Florida. www.YourSilverBullet.net

About Mobile Assistant
Mobile Assistant is the leading provider of professional Mobile Dictation and Voice to Text services in the financial, insurance and sales industries. Focusing on cutting edge technology and professional quality notes, Mobile Assistant offers a secure, easy way to accurately document meeting notes. Mobile Assistant is a division of US Transcription, Inc., a medical transcription company founded in 1998 and named one of Inc. Magazine’s fastest growing companies of the year. For more information or to sign up for a no obligation Free Trial, visit www.MobileAssistant.us.

Media Inquiries:

YSB contact info:
Brenda Herrington
Brenda@GreatOrgs.com

Mobile Assistant contact info:

Corey Westphal – President
Mobile Assistant
Phone: 608-347-2254
www.mobileassistant.us
cwestphal@ustranscription.com