Feature spotlights

Take the guesswork out of busy client meetings

Efficiently manage your busy client schedule with a map-based summary of the day’s critical meetings. In a highly regulated industry, worry less about important missing information or risk assessment errors. Gain the power of smart analytic-driven recommendations, and eliminate the need to filter duplicate information from multiple information sources.

Gain the power of true mobility

Access schedules, contact information, and appointment summary information quickly to maximize and prepare for appointments, leading to increased productivity, quality client appointments, and relationships. Use the IPad’s mapping functionality to ensure effective navigation and timely arrival at your client meetings. Capture documents easily with the IPad’s built-in camera. Initiate the application process with the touch of your fingers.

Use real-time analytics to get key insights

Personalize financial portfolio offerings using analytics-driven recommendations based on a customer’s profile information. Generate product comparisons that enable a wealth advisor to deliver product recommendations with prospective clients using the power of real-time analytics.

This 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.

You may also be interested in

IBM MobileFirst for iOS Deal Hub

Get insight on how to hit monthly sales targets.

Learn more

IBM MobileFirst for iOS Loan Advise

Improves ability to prospect for clients and recommend loan products.

Learn more

IBM MobileFirst for iOS Trusted Advice

Gain more insights and create more value for your clients

Learn more

IBM MobileFirst for iOS Advisor Alert

Provides wealth advisors with well-formed analytics.

Learn more

IBM MobileFirst for iOS Loan Track

Enables mortgage officers to effectively manage loan pipelines.

Learn more

IBM MobileFirst for iOS Open Account

Enable bank tellers to open accounts quickly and save time.

Learn more

IBM MobileFirst for iOS Manage Sales

Get insight on how to improve sales.

Learn more

IBM MobileFirst for iOS Advise & Grow

Gain new insights and help turn clients’ dreams into reality.

Learn more