App available to CFP, Pl. Fin. professionals
Hearsay Messages will allow advisors to access work and private phone numbers on one device
New features based on advisor feedback
But Canadian advisors hoping for similar functionality are out of luck for the time being
The bank is first of Canada’s five biggest banks to join with major wireless carriers
The British regulator is seeking input on rules and policies that may be stifling the provision of financial services through digital and mobile
App could include features such as share price update, company news, charts or any other material relevant for investors and portfolio managers
As clients are looking for immediate answers, more advisors are going mobile
Updating your website to a mobile-friendly format will ensure it shows up when prospective clients search using Google
Clients can use app to check account balance and their five most recent transactions