Streamline Sales with Mobile
Mobile Apps for the financial services industry
Empower your sales representatives with a single mobile application that helps them in better planning and execution of sales strategies, performance-tracking, and lead management. Sales representatives in the Financial Services and Insurance Industry can explain their products in a better way by using the mobile platform and digital presentations.
What the solution will provide
Single digital platform to create and deploy sales strategies, assigning tasks to the team and monitoring performance. The team can prioritize daily tasks, scheduling appointments, referrals & lead management using it & can also get real-time updates aiding to opportune decisions making.
Create a digital solution for sales representatives to streamline & standardise their wealth strategy sessions with customers. This solution helps in centralising digital assets management and information updation. It can also be used for training and knowledge sharing.
Integrated CRM with the Sales Representative App to monitor customer portfolios on the go. The solution provides single view dashboard & details of individual client portfolio performance. This enables sales team to better advice & respond on client requests, no matter where they are.
The Evolving World of Robo- Advisors
From Tesla’s autopilot to virtual personal assistants like Siri & Cortana – AI based machines are constantly improving our lives, for now. They have also entered the financial space as robo-advisors. Lower fees, transparency and easy access to a larger population are the three critical factors that make Robo Advisors a preferable option.
Top 5 benefits of mobile solutions for Financial Services companies
- Higher product awareness as information dissemination and updates are easier with a mobile App
- Easier portfolio monitoring and management
- Higher agility and manageability for sales representatives
- Standardization: Sales presentations can be digitized for consistency and compliance
- Better analytics and insights
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