Wealth Management
Why Reengineer the Financial Advisor?
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 Rich Dashboard |
 Detailed Account Info |
 Detailed Contact Info |
 Real-Time Charting |
 Interface Control |
 Position Reporting |
 Up-to-Date News |
 Market Data |
 Interactive Data |
 Compliance Alerts |
All types of advisors must take steps that increase revenue and profits:
- Gain time for prospecting
- Respond more quickly to sales opportunities
- Increase productivity
- Forge tighter bonds with customers
- Collaborate easily
- Reduce errors
Check out our new Financial Advisor Mobility white paper series. Click here>>>
Why Mobility?
Mobile financial applications can help advisors compete in a “do-it-yourself” world, build deep relationships, carve out more time for customers and prospects, and provide the instant access and information that consumers expect today:
- Mobile financial applications let advisors differentiate themselves from “do it yourself” solutions by improving productivity, making it possible to spend more time with prospects
- Mobile financial applications lead to better retention and referrals because real-time complete information gives consumers an experience they value and want to share
- Mobile financial applications free up time for prospecting by enabling data updates, data access, and sales follow-up all from the point of contact
- Mobile financial applications let advisors provide the instant response wireless consumers have come to expect due to the immediate availability of enterprise information on a smartphone
In a recent report, TowerGroup predicted that spending to provide mobile devices to financial advisors at retail brokerage firms would increase at a compound annual growth rate of 22% through 2011. Additionally, Gartner projected that by 2010, “80 per cent of businesses that deploy communications-enabled business processes will have aquired significant competitive and revenue differentiation because of these investments.”
Check out our new Financial Advisor Mobility white paper series. Click here>>>
Why Now?
In a recent survey, Pyxis Mobile found that:
- 74% of current advisors feel that they are either “extremely comfortable” or “very comfortable” with using mobile devices.
- 62% of current advisors believe it is useful to have access to business applications from their mobile device,
and specifically access to:
- Client/prospect and portfolio details
- Market data news, alerts and research
- Performance and commission details
Check out our new Financial Advisor Mobility white paper series. Click here>>>
Why Pyxis Mobile?
Pyxis Mobile is in use at 28 of the top 50 global asset managers and 6 of the top 15 "Fortune 500". We have the most experience and most success of any company when it comes to wireless software and Financial Services. We have 100% customer retention and 96% of our customers say we meet or exceed their expectations. If you want the right solution for your mobile workforce, the choice is obvious.
Check out our new Financial Advisor Mobility white paper series. Click here>>>
Wealth Management Applications
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+ Captive Advisors
+ IFAs
+ Transition Teams
+ Recruiting
+ Branch Management
+ Compliance
+ Management
+ Tech Support
