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Featured Speakers:
  • Melanie Rodier,  Senior Editor, Wall Street & Technology
  • Peter Delano,  Senior Director, CEB TowerGroup Wealth Management
  • Mark Swaine,  Senior Manager, Mobile Services, NexJ Sytems

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    A Wall Street & Technology Webcast:

    Mobilizing Advisor Teams and Tools to Increase Client Engagement:
    Mobile Strategies to Increase Financial Advisor Productivity and Enhance the Customer Experience

    InformationWeek Webcast

    Duration: 60 minutes

    An effective mobile strategy can improve advisor productivity, enrich the client experience and enhance advisor-client engagement. It is no surprise that advisor mobility has emerged as an important theme for 2013 - wealth management firms have ranked mobile enablement among the top initiatives for the upcoming year.

    Join our speakers, Melanie Rodier, Senior Editor for Wall Street & Technology, Peter Delano, Senior Director for CEB TowerGroup Wealth Management, and Mark Swaine, Senior Manager, Mobile Services for NexJ Systems, to learn more about:

    • Enterprise mobile trends including the state of Financial Advisor tools
    • How mobility impacts the client experience and deepens advisor-client engagement
    • Considerations for mobile adoption - strategy, verticals, devices and development best practices
    • How to create deeper client engagement experiences through mobilization
    • How a data integration approach can help (or hinder) your mobile enablement


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