May 11, 2011 Redtail CRM and Mobile Assistant Integration Announcement

1. Mobile Assistant Announces Integration with Redtail Technology
On-the-Go Advisors Can Now Dictate Notes by Phone for Professional
Transcription and Delivery by Mobile Assistant to Redtail CRM
MADISON, WI, May 11, 2011 —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. Additionally, please review the
external links section below for more information.
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 www.MobileAssistant.us.
About Redtail Technology
Redtail Technology is a leading provider of web-based Client Relationship

2. 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 www.redtailtechnology.com for more information.
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Contact:
Corey Westphal – CEO/President
Mobile Assistant
Phone: 608-347-2254
http://www.mobileassistant.us
cwestphal@ustranscription.com
Brian McLaughlin - CEO / CTO
Redtail Technology
Phone: (800) 206-5030 x1001
http://redtailtechnology.com
brian@redtailtechnology.com
External Links:
Mobile Assistant Website: http://www.mobileassistant.us
Redtail Corporate Website: http://www.redtailtechnology.com
Free Trial for Mobile Assistant: Mobile Assistant Free Trial Registration
Integration Details: Redtail Mobile Assistant Integration Details
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