Corey Westphal’s Vision for the Future of Finance: Mobile Assistant’s Rebrand

In this episode, Corey Westphal, CEO of Mobile Assistant, talks about his company’s rebranding journey with hosts Brodrick Lothringer and Johnny Sandquist. 

Corey Westphal, the CEO and founder of Mobile Assistant, has been a driving force in the world of dictation services for over a decade. With a background in medical transcription, Westphal has adapted his expertise to cater to the financial industry, helping advisors accurately document their client interactions. His focus on template-driven processes and integration with CRM partners has made Mobile Assistant an essential tool for financial advisors, streamlining their workflow and maximizing efficiency.

On this episode of “On the Circuit,” Westphal discusses what brought Mobile Assistant this far, why they decided to rebrand, and what the process has looked like to bring their company in line with the new look and messaging. 

Key Takeaways

1. Rebranding is more than just changing the logo or colors – it’s a chance for a company to express its “why” and communicate the value it offers to clients. Mobile Assistant shares their journey to a rebrand in this in-depth conversation with CEO Corey Westphal.
2. A successful rebranding process should involve the entire team, ensuring everyone is aligned and has a clear understanding of the company’s values and position in the market. 
3. Delve into the evolution of Mobile Assistant and its expansion from medical transcription services to catering to the financial industry. Plus, find out how Mobile Assistant is elevating user experience with accessibility through App Store and Google Play.

Key Timestamps and Topics

• 00:01:00 – Mobile Assistant started as a medical transcription company that helped document patient information accurately. 
• 00:04:48 – While new technology like voice to text and AI can help improve dictation efficiency, human oversight is still essential to ensure accuracy and avoid mistakes. Mobile Assistant uses over 100 transcriptionists to transcribe and edit dictations, ensuring over 99% accuracy.
• 00:09:14 – Mobile Assistant is connected with all major CRMs used by financial advisors, and the company is working on building deeper integrations to drive workflows and actions within the CRM from dictations and templates. 
• 00:12:15 – Mobile Assistant’s rebranding was driven by the company’s desire to evolve and show the industry that it is changing. 
• 00:16:06 – Corey talks about the big change in Mobile Assistant’s focus on teams and advisor organizations to be more efficient. 
• 00:17:27 – The hosts listen in as Corey explains how Mobile Assistant helps onboard new advisors in a replicable way using a template structure. 
• 00:21:14 – The rebranding process was an excellent litmus test on Mobile Assistant’s culture and how all employees feel like they’re part of the company’s process. 
• 00:23:42 – Corey advises that before embarking on a rebranding journey, one should ask themselves why, what is the reason for looking to change. 
• 00:25:12 – Corey Westphal talks about Mobile Assistant’s Star Wars-themed video series.

Relevant Links

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