Enrich Client Advisor Interactions with Mobility & Scenario Planning
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:Ranjani Rao June 22nd, 2013
Mobile apps are all the rage, especially in the consumer space. Entertainment, productivity, art, science, education, you name it … there’s a mobile app for everything. Mobile solutions are also catching up in the enterprise space though at a more cautious pace. After all, the stakes are so much higher here with users expecting simplicity and under-friendliness as well as … Continue reading “Differentiating Mobile Solutions from Mobile Apps”
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:Monica Samuel June 13th, 2013
Meaningful Usage 2 (MU2) core objectives require healthcare practitioners, health centers and care givers to demonstrate meaningful use of Electronic Health Records (EHR) that enable workflow efficiencies, healthcare accessibility and consequently better patient care. This can only be achieved through the effective interoperability of otherwise siloed systems within hospitals as well as laboratories and care givers such as … Continue reading “MU2 Objectives Unachievable Without Interoperability”
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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