Mobile Assistant Announces Integration with Redtail Technology

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On-the-Go Advisors Can Now Dictate Notes by Phone for Professional Transcription and Delivery by Mobile Assistant to Redtail CRM

Mobile Dictation by Mobile Assistant
Mobile Assistant makes the already powerful Redtail CRM tool even more valuable

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Mobile Assistant and Redtail Technology have partnered to provide financial advisors with a secure method of adding notes to client records in Redtail CRM via calls on their mobile devices. Mobile Assistant’s professional transcriptionists type the messages for secure delivery via email and to the advisor’s Redtail database, which, in addition to the ability to immediately dictate your notes after a client meeting, significantly improves the accuracy of your client interaction documentation.

In today’s regulatory environment, the ability to dictate notes immediately after a client meeting, while all the details are still fresh in the mind, is invaluable. Mobile Assistant offers unlimited dictation length and same business day turnaround, providing advisors with professional, detailed notes in a secure, confidential and accurate manner.

Corey Westphal, CEO/President of Mobile Assistant, said, “Mobile Assistant makes the already powerful Redtail CRM tool even more valuable to Advisors by offering an easy to implement solution to quickly enter detailed, accurate notes. We know that with the addition of Mobile Assistant, Redtail CRM users will build a detailed client database more efficiently which will add incredible value to their business.”

Brian McLaughlin, CEO/CTO of Redtail Technology, said, “We’re always seeking out new ways to make Redtail subscribers’ jobs easier. Advisors are incredibly busy but the need for accurate and detailed notes is a daily, ongoing part of their jobs. We believe this integration with Mobile Assistant will help them out tremendously.”

For more information about the Redtail / Mobile Assistant integration and how to set up and begin using it, you can visit Redtail here.

About Mobile Assistant
Mobile Assistant is the leading provider of professional Mobile Dictation and Voice to Text services to 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. For more information or to sign up for a no obligation Free Trial, visit

About Redtail Technology
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. Visit for more information.


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Corey Westphal - CEO/President

Brian McLaughlin - CEO/CTO
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