How Mobile Apps Have Transformed the Financial Advisor Landscape

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1 How Mobile Apps Have Transformed the Financial Advisor Landscape

2 Defining Financial Advisors Financial Advisors are experts in the area of planning personal finance; they offer efficient planning and investment advice and help customers to enable a steady cash flow while saving funds. They can help customers set aside funds for education and retirement; manage their insurance, tax, estate and even business succession. They perform in-depth investment risk analysis and manage their customers investment portfolios efficiently. In short, a financial advisor is the financial architect of individual dream portfolios.

3 The changing face of financial advisory Mobile applications are one of the most rewarding developments seen recently in the wealth management sector. They are opening up a whole new suite of comprehensive, data-driven and rigorous tools for financial advisors. These tools present various real-time advantages to the stakeholders, increasing efficiency enabling quicker financial results. Using mobile applications, financial advisors can: Access timely communication Access intuitive planning data Access real time stock and market reports and accurate analysis

4 Increased use of tablets and smartphones More and more financial advisors are using smartphones and tablets to meet their clients financial goals. These mobility devices help financial advisors to manage both simple and complex customer investment portfolios with ease, speed and accuracy. They enable multichannel communication, risk management and compliance and client education. Financial advisors leverage these aspects to improve customer engagement, confidence and loyalty. Mobile applications help finance advisors to do more with less effort, close more deals, deliver more value and stand out from the crowd. About 42% of the financial advisor community uses tablets (mostly ipads), as per a survey by Data Aggregation Services company By- AllAccounts, for the following purposes: 83.7% of financial advisors use tablets to stay connected to their offices 67.4% of financial advisors use tablets to enable increased productivity 59.8% of financial advisors use tablets to quickly and easily access relevant education material 52.2.% of financial advisors use tablets to move towards paperless processes 50% of financial advisors use tablets to enhance client meetings 48.9% of financial advisors use tablets to improve their availability and responsiveness to clients

5 The Mobility Impact Key Areas Greater Efficiency In Portfolio Management Increased Productivity And Higher Customer Value Increased Collaboration And Client Engagement Effective Wealth Management Efficient Customer Management

6 Greater efficiency in portfolio management Portfolio management has never been easier or more engaging. Here s how mobile applications enable greater efficiency in portfolio management: Access to detailed dashboards for investment tracking Access to leading-edge market reports and management tools Access to visual analytics which enable customers to participate and control their trading activities Access to real-time market updates and actionable research data empowers low-risk client-friendly investment choices

7 Increased productivity and higher customer value Mobile applications enhance productivity and bring about higher customer value, helping them to gain a competitive edge. They do this by enabling: Access to critical market and business data from internal databases Access to the latest industry trends Increased client acquisition rate Access to detailed client history from the company CRM: account, portfolio, risk limits, performance goals, assets, and more. Instant access to a prospect s record for to custom tailor offers Reduction in errors Increased responsiveness Increased efficiency via streamlining investment management process workflows Identification of growth opportunities

8 Increased collaboration and client engagement Mobile applications enable financial advisors to provide increased long-term client value and build better client relationships. They do this by enabling: Instant communication with clients and other stakeholders Client education on investment plans, financial jargon, portfolio management, risk, and markets Video consultations with third-party specialists for dynamic scenario planning Support for multi-channel client communication, via SMS, phone, , social media Support for virtual meetings, peer-to-peer chat, social media engagement Support for note taking via text, audio, annotated images

9 Effective wealth management Mobile applications simplify complex financial investments and predictive modeling using graphs, charts, short video clips and images. This and access to market analysis, advanced analytics, stock reports, predictive models, and client data help them to make better informed decisions for their clients. They are able to put together competitive financial solutions in lesser time. This quick decision making is further aided by instant communication and collaboration with other stakeholders. Mobile applications can: Instantly access real-time stock market updates, trading news, company earnings reports, and target price for covered companies and independent research data to suggest investments. Process transactions with ease. Offer best deals to customers based on collaborative research, team work and analysis. Enable quick closures with instant access to product catalogs Track performance with visual reporting. Assess acceptable levels of risk, client preferences and performance goals in real time and recommend the right investment choices Client protection via regulatory compliance automation Generation of ad-hoc reports for easy client comprehension

10 Efficient customer management There are several advantages to the customer as well. Mobile applications use engaging and easy-to-understand visuals, which help customers grasp complex concepts. This helps customers to participate more wholly in their investment portfolios, walking step-in-step with their financial advisors. They can perform simple analysis of their own, and understand the stakes better. User-friendly mobile applications make it easy for business clients and end-customers to compare financial plans and participate in investment decisions. Mobile applications can: Enhance customer participation in the overall financial plan Improve customer s understanding of investment performance using graphs, charts and other visual aids Create and maintain transparent operations to win trust and confidence

11 Conclusion According to Ernst & Young LLP s 2012 Study On American Wealth Management, approximately 75% of firms have planned to invest in mobile tools to increase client/advisor collaboration and improving advisor effectiveness in the future. This input is based on feedback from 40 senior-level wealth management professionals across North and Latin America, with management assets from several billion USD to more than US$500 billion. Going by the survey results, it is obvious that finance services firms are taking mobile apps very seriously. They are using it as a sales tools to introduce new products to clients and as a productivity device to bring about increased workflow efficiencies. Source: $File/2012_Americas_wealth_management_study_CK0640.pdf

12 About Us BTC is a leading provider of Web and Mobility Development services. With over nine years in the industry, our adaptive approach, laser focus on quality and adherence to budgets has made us the go to partner for our clients. Be it Native mobile apps or full-fledged web and mobile applications, we have delivered user centric, scalable solutions for clients ranging from startups to Fortune 500 Companies. Contact Us 33 Boston Post Road West, STE 160, Marlborough, MA Phone:

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