2013 T3 Conference
The mobile adviser
The majority of advisers now carry a smartphone and tablet with them almost everywhere they go. But the truly innovative advisers are using their mobile devices to do more than just check email. INTV reports.
A lot advisors lot to get an iPad and they
just put a bunching games on it and you know,
it's hard to play an actual real applications that will
help their business but I think the industry as a
whole is moving towards that direction. It's kind of an
innovative new way to introduce financial planning to clients. -What
we've bee seeing is that advisors really rapidly adopting those
technologies. We've had over 15,000 downloads today of our applications
in the mobile devices. You know, technically today, a lot
of the advisors are using them on the go to
answer questions, clients accounts, get information on, you know, what's
going on in the account today, you know, doing some
level of trading. But the transactions haven't really taken off
their yet and I think that's where they said ultimate
go. -Clients are really driving the mobile advisor because technology
is hitting the clients first. What we're seeing is clients
walk and do not have better technology and better information
than a lot of their advisors so that grassroots effort
is really helping push the mobile advisor report. -The mobile
advisor, the future really is gonna be more about content
creation and communication and being there interactive with the client.
What we're seeing is today's applications are more about consumption.
They're not there creating, doing analytics working the client through
scenarios. Clients are demanding that type of interactivity and they
shall see what the younger generations, they want to engage
and are deeper engaged with their applications and advisors that
have that interactivity and we need to bring that on
to the mobile apps so the advisor can take that
mobile to their clients and our clients can interact through
those mobile devices with their advisors. I think that's a
direction that, you know, we should be seriously looking at--
for the future because that's basic, that's what clients want
and this is where advisors need to be.
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