Advisors in the brokerage and mutual fund channels have been slower to adopt the new technologies
Survey says handheld devices make advisors more effective
Access and organize the information you need
Consumers expect to get instantaneous service and information from companies online, particularly via mobile devices
More than 20 financial institutions in Canada are now offering mobile cheque deposit to their customers
Advisors are using mobile devices more than ever before, but many say their firm either doesn't offer enough support for the technology or takes too long to implement changes. However, executives at the firms note that the technology is very complex
Advisors are demanding more from their firms regarding mobile technology - and firms are taking various approaches
The iPad has provided welcome relief from lugging around heavy laptops and briefcases, especially when presenting to clients. Here are some of the most useful apps for keeping up with your clients' demands for information and service
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains that business people check their mobile phones, on average, every 10 minutes. The fear of being out of mobile phone contact is so pervasive it has even acquired a name: nomophobia. Ruta explains how to maintain a healthy focus in the chaos of hyperconnectivity.
A new white paper calls on business to do a better job of protecting privacy in a “bring your own device world”