Fintech Impact

In this episode of Fintech Impact, Jason Pereira welcomes back Corey Westphal, from Mobile Assistant. Having first appeared on the show in August 2019, Corey discusses the evolution of Mobile Assistant since his last interview, focusing on its adaptation for the future. Together, they delve into how Mobile Assistant has innovated dictation services for financial advisors, enhancing data accuracy and integration with client relationship management (CRM) systems.Episode Highlights:00:10: Jason Pereira opens the episode by welcoming listeners to Fintech Impact and introduces his guest, Corey Westphal, highlighting his return to discuss the progress of Mobile Assistant since their last conversation in 2019. They touch on the significant changes in the world and industry since then.00:59: Detailing the core functionality of Mobile Assistant, Corey describes how the service simplifies documentation for financial advisors through a template-driven dictation process, emphasizing the human aspect of their U.S.-based t