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With the substantial power being built into new mobile phones such as iPhones and Blackberries, we've realized that many of the advisors on our platform would appreciate the ability to access their client data when out of the office.
Accordingly, we are in the mid stages of testing a mobile platform which will allow advisors on both the Winfund and RPM back-office products to securely access their client data along with key usage data from the FundNet system.
Advisors are increasingly on the go and need to increase their usage of technology to help drive their business.
Doing things like being able to quickly add new prospects to newsletter mailing lists on the spot helps them serve clients better and save time.
Being able to quickly check a client statement while away from the office and answer a client question instantly is common sense versus having to return to PC and thereafter spent additional time playing phone tag.
Mobile applications also enable new functionality for doing things, Imagine finding client's home using GPS maps or even voice enabling client conversation and meeting notes through speech to text recognition (currently scheduled for our fourth quarter release).
Advisors working on dealer platforms which are currently not supported are suggested to speak with us or dealership management to arrange for statement integration. |
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