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WEALTH APPS for iPad: tablet-based client interactions
Finantix Wealth Apps assist financial advisers, private bankers and relationship managers in preparing for and conducting face-to-face client meetings.
Despite huge investments in technology, most advisers still use paper as their main support tool in interactions with clients. Tablets have the simplicity and elegance of paper, but with appropriate apps, support rich communication, interactive dialogues and graphical illustrations, making the client’s experience more enjoyable.
Finantix Wealth Apps cover three areas: prospect engagement, client onboarding, and management of clients and portfolios.
Clients currently using Finantix apps believe that tablets will radically change advisory processes in both the high net worth and mass-affluent segments.