Category : Mobility for Financial Services
Posted by:Ranjani Rao April 14th, 2014
‘In the 2013 study, advisor firms with the highest satisfaction scores contacted investors more than 12 times during the past year, while those with lower scores only contacted investors approximately six to eight times’ Craig Martin, Director of investment services at J.D. Power & Associates. Should you care about this? Absolutely! 71% of highly satisfied investors will increase their investments … Continue reading “Investor satisfaction is directly proportional to Advisor communication”
Posted by:Leesa John February 11th, 2014
In a recent interview with TSAM organizers, Alan Hamilton, CEO of Equipos said that asset managers spend only 50% of their time on client service activities. The other 50% is spent on preparing and delivering reports. Alan brought up about one of the biggest issues that advisors face – not spending enough time with the clients. Even during the time … Continue reading “The Future of Advisor-Client Interaction”
Posted by:Leesa John February 4th, 2014
Look around! Most of your fellow financial advisors (the biggies, the mid-sized and the small ones) have some kind of mobile app. 2013 was the year for most of them to embrace mobility. It’s been a year now and it’s time for evaluations. If you remember, the concept of mobile apps in the financial services sector had a … Continue reading “Advisors: Don’t lose focus on your Goldmines”
Posted by:Leesa John February 4th, 2014
Have you tried any of the amazing mobile apps for financial goal discussion or portfolio performance monitoring? If you haven’t, then it’s time you put that smartphone or tablet to good use. You will be amazed by the wide range of mobile apps that have entered thefinancial services sector. Here are 10 mobile apps that we … Continue reading “Top 10 Custom Mobile Apps for Financial Advisors in 2014”
Posted by:Srini Bhopal July 2nd, 2013
Financial advisors  are the customer contact persons in wealth management firms. They are responsible for advising customers on the best investment choices in view of their needs, preferences and risk limits. They are also important influencers of attitudinal and behavioral loyalty in customers – important factors that contribute to long-term customer relationships and customer retention. The last few years … Continue reading “Financial Advisors Engage Customers with Mobility”
Posted by:Richard Smith June 24th, 2013
A recent survey of 400 U.S. financial advisors by Accenture reveals the popularity of new client interaction mediums such as mobile apps and social networks. The study also shows that advisors overestimate clients’ investment knowledge as well as risk appetite, a clear indication of the peripheral nature of current client advisor interactions. The skewed perception has led to … Continue reading “Enrich Client Advisor Interactions with Mobility & Scenario Planning”
Posted by:Srini Bhopal June 18th, 2013
It’s a difficult time for the wealth management industry as it copes with changing regulations and a rising spate of customer mistrust, especially from the retiring community of America. On one hand, we have the seniors with limited or no capacity to absorb losses and make financial recovery when investment choices go awry. On the other, there’s the … Continue reading “Overcoming Wealth Management Challenges with Customer Focus”
Posted by:Srini Bhopal June 6th, 2013
Research shows that mobile device usage is rising steadily among financial advisors. Financial advisors want mobile solutions that allow them to manage all their business functions from a portable device that helps them stay productive on the go. Many mobile applications have come up for wealth management planners to manage a range of tasks such as … Continue reading “Enterprise Mobility Empowers Financial Advisors”

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