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Featured Speakers:
  • Ivy Schmerken,  Editor at Large, UBM TechWeb
  • Steve Bruggers,  VP of Industry Solutions, Financial Services, Microstrategy
  • David Flynn,  Banking, Wealth and Investment Management Practice, Capco
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    A Wall Street & Technology Webcast:

    Wealth Management Goes Mobile:
    Providing Financial Advisors with Seamless Access to Documents, Systems and Processes

    Duration: 60 minutes

    It's no surprise that investors are less trusting since the financial crisis and that self-directed investing is more accessible. In today's rapidly changing wealth management industry, driven by new technologies and regulation, investors are savvy and advisors are expected to keep up with everything affecting their clients' portfolios. Advisory firms are also facing cost pressures, as asset values and revenues have declined since the financial crisis. As clients have become more demanding, financial advisors are finding that performance alone is not enough, while quality of client service is critical. To be more efficient, on-the-go- financial advisors need access to all information flows, systems and processes in a single place, which means the key to success is the mobile platform.

    Topics include:

    • Freeing the advisor from desk to gain efficiency and optimize client service
    • Integrating and managing all documents, systems and processes financial advisors need on a mobile device.
    • Building applications once to run on the web and mobile devices including the IOS and Android without recoding


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