How Advisors Can Use Mobile Devices to Stand Out and Increase Productivity

I know mobile technology is big in the advisor industry right now. But, if there was any doubt in my mind about the sheer reach of this trend, it was put to bed at this yearís T3 Conference (See: The 15 Smartest Things Heard (and Tweeted) at Technology Tools for Today). Itís clear that mobile is everywhere. Itís no longer enough for tech vendors to offer great technology, they need to offer it in a mobile-compatible format as well.

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Comments (1)
Mobile apps in the financial services sector had a humble beginning like any other industry. Simple stand-alone apps took everyone by surprise and having a mobile app soon became a differentiator among competitors. Financial mobile apps have undergone a significant transformation since then. The commonly used apps are for Reporting, Proposal generation, Account aggregation, Client communication etc. Read in detail what 2013 taught Advisors: http://mlabs.boston-technology.com/blog/advisors-dont-lose-focus-on-your-goldmines
Posted by Leesa J | Tuesday, February 04 2014 at 4:35AM ET
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