Businesses and employees relying more on mobile technology for work: survey
Insurance advisors surveyed for this year’s Insurance Advisors’ Report Card have higher expectations regarding the support they receive from their firms for using mobile technology because of the increasing role it plays in their individual practices. “We are in a mobile world,” says an advisor in Ontario with Waterloo, Ont.-based Sun Life Financial (Canada) Inc. […]
Outdated, archaic and inefficient systems drew the ire of advisors, who want easy-to-use systems online and mobile
The under 45-year-old crowd employ smartphones and tablets more than their older colleagues
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