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September was a busy month for the Elephant! So many great events and new #advisors joining our service. Our latest newsletter is out. Check out what's happening at Mobile Assistant 💬🐘! #fintech #wealthtech What's new with the Elephant: mobileassistant.us/september-2024…

The importance of data integrity combined with the adoption of AI technology is a topic near to my heart. The balance of human precision, accuracy and data contextualization with AI technology I believe is the key to incredible efficiency gains. 🐘

A pretty cool milestone... we've reached our 1,000th follower on LinkedIn! Shout out Matthew Smith from our best CRM partner, Redtail Technology & Orion WealthTech for putting us over the top today! 🐘🔥⚡️ linkedin.com/posts/mobile-a…

HITL - Human In The Loop, is my new fav acronym for the #fintech & financial advisor industry! If data integrity is as vital to you as it is to us at Mobile Assistant 💬🐘, take a moment to dive into my latest article here 🐘: mobileassistant.us/human_in-the_l…

This Veterans Day, I have the honor of sharing my gratitude for the most influential person in my life, my Dad, Chuck Westphal. Served in the U.S. Air Force, 66-69, Dogman Patrol Vietnam, 68-69. Thank you Dad, & to all our amazing servicemen & women. #VeteransDay #USA

What better way to wrap up the Redtail Technology University 2024 season than to have the OG, Brian McLaughlin, help our CEO give away our last Ellie mascot! Shout out to the Orion WealthTech team for a great final RTU in Dalllas. Awesome partnership. #Fintech #wealthtech #advisors

When the biggest Oregon Football fan you know comes to Madtown.... good W against a tough Wisconsin Badgers team. Fun time with my guy Brian McLaughlin!

Check out my latest article: The Crucial Role of Human-in-the-Loop (HITL) in Financial Advisory and Note-Taking Technology linkedin.com/pulse/crucial-… via LinkedIn

Advisor perspective and insights MATTER in client meeting data....

Corey Westphal, CEO at Mobile Assistant 🐘 Corey Westphal is on the ictpodcast.com #financialtechnology #doingthework #TakeAction

🚨 Start 2025 with us! 🚨 Join Mobile Assistant 💬🐘 & Holistiplan for a can't-miss webinar! 📅 Jan 21st | 1 PM CST 📌 Topic: Simplify tax form data gathering 💡 Featuring Corey Westphal & Torie Happe sharing game-changing strategies! 🔗 Register now: us02web.zoom.us/webinar/regist… #🐘🐘

Teaming up with one of our favorite people in the #fintech industry, Torie Happe for today's partner webinar! 🔥 🎉 Tax planning might not have many "easy buttons" but our partnership w/ Holistiplan is making data gathering smoother than ever. Register: us02web.zoom.us/webinar/regist…

HITL? What's it mean and why it matters for #advisors in tech AND advice? Join two #fintech industry CEOs, Corey Westphal, CEO at Mobile Assistant 🐘 & Asset-Map Leadership to unlock the key to AI-HITL fusion. Today at 2pm EST! Register here: us02web.zoom.us/webinar/regist…

If you can't tell from the pic, our CEO & Asset-Map Leadership have too much fun talking #advisor tech & advice. Want to hear about HITL & the power of human interaction? Corey and Adam dive into the topic both are passionate about. #HITL Fintech Replay is here: youtu.be/KGsP0Eus6jQ

The power of dictation templates fused with human-in-the-loop accuracy = structured meeting insights #advisors can trust. Check out for yourself with a free trial: talkit.mobileassistant.us/signup #HITL #fintech

🚀 Join us March 18 @ 11 AM CST: "Tech-Enabled Practice Management Workflow" partner webinar with Client 4 Life! 1️⃣ How Mobile Assistant 💬🐘 templates enhance the C4L process 2️⃣ Impact of process-driven approach 3️⃣ More advisor driven solutions 👉 Register:us02web.zoom.us/webinar/regist…

There’s a crucial element technology alone simply cannot replicate - the personal insight and nuanced perspective that only the advisor can provide. #Advisors, YOU are the HITL in the advisor-client relationship. #HITL #AI #advisor #HITLRevolution mobileassistant.us/14481-2/

Looking forward to sharing Korbin King's story today at 11CST. His business, Client 4 Life, incorporates human-in-the-loop processing to help #advisors streamline workflows. Hop on with us if you'd like to learn more: us02web.zoom.us/webinar/regist…

Clean Data is King. 👑 AI is rapidly evolving, & we're committed to being the "source of truth" for the data that powers AI. 🚀 Our CEO reveals Innovations coming to give #advisors the best of both worlds - AI speed & human-in-the-loop (HITL) accuracy. mobileassistant.us/dataisking/