Banking & Financial Markets

Introducing Advise & Grow, Trusted Advice, and Advisor Alerts

Designed to help financial advisors make more informed decisions with real-time strategic guidance.

Advisor Alerts

The very nature of the financial industry can leave professionals feeling overwhelmed, under-informed or out of time. Juggling hundreds of clients while prioritizing deadlines throughout the day, managers and advisors often lack the time to properly address individual client needs. Advisor Alerts for iPhone and iPad is powered by analytics to help financial professionals design a more productive day, so they can deliver the services their clients need, when they need them.
Advisor Alerts enables managers and advisors to:
1
Set analytics-powered push notifications based on holdings, transactions, portfolio information, profile repositories, internal investment research, third-party news, and CRM reports and transcripts, to stay informed of client portfolios from iPhone or iPad.
2
Prioritize client and prospect issues, to shorten response time or to delegate to another team member from the field.

Advise & Grow

Most small businesses fail within the first five years—often because they couldn’t find the right financial advisor that would truly understand their needs. But with Advise & Grow for iPad, financial partners can gain new insights into a venture and help clients make their dreams of success a reality.
Small business bankers have new tools to deliver more personalized guidance. Advise & Grow gives bankers the ability to:
1
Provide clients with analytics-driven strategic recommendations fueled by market and industry insights.
2
Combine customer profile and relationship attributes, like business segmentation, volume of business and product portfolios.
3
Get a real-time look into client portfolios on iPad and view visually rich graphics, charts, and stats that access vast databases of financial data and analytics.

Trusted Advice

The currency of financial advisory services is trust. The currency of the digital age is convenience. Enter Trusted Advice, which untethers wealth advisors from their desktops to deliver a fully analytic, scenario-based, graphic-rich and interactive financial planning session. Its advanced analytical insights and dynamic presentations turn ordinary money managers into trusted, on-site partners.
More insights mean wealth advisors can guarantee more value for clients. With Trusted Advice, advisors are empowered with an intuitive iOS experience to:
1
Use predictive modeling to devise scenario and their projected outcomes on a client's investment levels and account values.
2
Share interactive, graphic-rich financial scenarios with clients on app made for iPad.
3
Ensure proprietary data remains safe with built-in security features of iOS.
4
Capture critical regulatory requirements at the point of client agreement, greatly reducing the time from agreement to execution.

A Suite of Solutions Built for Transformation

Inbox Communicator™ makes enterprise mobile apps more powerful and secure for any business.

Process Automation
Digital Strategy
Enterprise Mobility
Plasma Dashboards
Plasma ActionBoard™
Touchpoint™
Communicator™
SalesPro™
Digital Labs
Data Center
Customer Experience Transformation
Supply Chain Transformation

The First Wave in More Than 100 Cross-Industry Apps is Here

Welcome to the next level of enterprise mobility—where data meets engagement. Experience mobile apps that reinvent the workplace, industry by industry.

From travel and transportation to retail and beyond, enterprise mobile applications are tailored not just to the needs of individual businesses, but also to the challenges of entire industries.

Banking & Financial Markets

Banker, Wealth Advisor

Ensure every banker becomes a trusted, personal advisor. Spot trends and patterns and analyze reports to make financial advice more timely, accurate and valuable.

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Energy & Utilities

Field Technician

Eliminate communications delays and unnecessary costs. Outfit field technicians with mobile tools they need to work more efficiently, collaboratively and safely.

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Government

Police Officer, Case Worker

Cut through the red tape. Put new mobile apps to work and help enable new levels of communication and collaboration across the public sector.

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Healthcare

Hospital Care Worker, Home Care Worker

Coordinate care across their teams and reduce costs to hospitals and patients. Empower healthcare workers with unprecedented support so they can focus on patient care.

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Industrial Products

Foreman

Optimize production operations and find new competitive edge. Arm foremen with the tools to log and share information and analytics to make better decisions.

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Insurance

Agent & Advisor, Underwriter

Free up agents from the grind that comes from managing large volumes of accounts. With responsive mobile technologies, they can more easily tackle daily tasks and stay a step ahead of the needs of policyholders.

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Retail

Sales Associate, Merchant

Help transform retail employees into a staff of personal shoppers. Give them the personalized tools they need so they can get to know your customers and merchandise like never before.

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Telco

Field Service Tech

Streamline the complexity of service calls. Send technicians out to customers with the right mobile tools for the job and help them get their work done perfectly the first time.

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Travel & Transportation

Flight Attendant, Pilot

Clear up the uncertainty in airline travel. Equip pilots and flight crews with first-class intelligence that gives them new visibility into serving their passengers and optimizing their flight duties.

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