Feature spotlights

Harness the power of analytics

Advise & Grow provides real-time customer profiles and history on demand. That means you can offer more personalized customer service in every interaction. Increase personalization through forecasts based on clients’ prior behavior patterns, so you’ll be ready with next best actions and recommendations that hit the mark. Plus, gain access to external agency data (such as credit bureaus) to support on-site decision making when you’re in the field meeting with small business clients.

Go mobile for greater flexibility and efficiency

The Advise & Grow interface is simple and intuitive, so you can access application forms, credit checks and approvals to service small business clients at their place of business. Use the built-in camera to digitally capture required information to close on offerings at the point of agreement.

Deliver exceptional banking service

Provide banking services on site at a small business client’s office. The app lets you connect clients to core business systems – including enterprise data, personal financial records and competitive business information. With timely data and analytics, you can become a more trusted advisor and authorize key client transactions such as Line-of-Credit changes in real-time.

The app is backed by a great service plan

Through its service plan, IBM and Apple have teamed up to provide you with the most comprehensive support available. It includes 24/7 phone support from Apple and next-business-day on-site service from IBM. Whether buying or leasing devices, the IBM flexible procurement model enables you to go from procurement to deployment quickly. You can also manage all your iOS devices from a single portal and effortlessly apply security policies that ensure data protection on every device.

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