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IBM MobileFirst for iOS apps for your industry

Trusted Advice

IBM MobileFirst for iOS Trusted Advice enables wealth advisors to provide a fully analytic, scenario-based and graphic-rich financial planning session. It allows advisors to access and manage client portfolios and gain insights from the app’s powerful predictive analytics. Meet clients anywhere, while still having access to a wealth of interactive information. Advisors can now test recommendations with sophisticated modeling tools all the way to complete, secure transactions.

Advise & Grow

IBM MobileFirst for iOS Advise & Grow enables bankers to make analytics-based recommendations and complete secure transactions for their small business clients. Advise & Grow is powered by deep data and can provide real-time customer profiles and history on demand. The app helps to increase personalization through forecasts based on a client’s prior behavior patterns. It provides instant access to application forms, credit checks and approvals – even when a banker is on site with a client.

Advisor Alerts

IBM MobileFirst for iOS Advisor Alert helps wealth advisors prioritize client-related tasks while on-the-go, to make well-informed, timely decisions. Backed by customized analytics, the app tells the advisor what’s most important using a personalized dashboard that displays recommended next steps, portfolio-impacting alerts, and provides a communications platform to quickly delegate tasks to teams back in the office.

Loan Track

IBM MobileFirst for iOS Loan Track helps mortgage officers prioritize client-related tasks while on-the-go, to make well-informed, timely decisions. Backed by customized analytics, the app tells the mortgage officer what’s most important using a personalized dashboard that displays recommended next steps, portfolio-impacting alerts, and provides a communications platform to quickly delegate tasks to teams back in the office.

Loan Advise

IBM MobileFirst for iOS Loan Advise empowers mortgage officers with conversational prompts to initiate discussions with prospective clients and make recommendations on "best fit" loan product offerings. Comparative loan offerings can be visually shared enabling the mortgage officer to further qualify a prospect’s specific requirements and quickly initiate the loan application process.

Discover Needs

IBM MobileFirst for iOS Discover Needs empowers wealth advisors with a critical summary of upcoming meetings and provides locations of them on a map. This app delivers a quick real-time overview of a customer’s profile, portfolio, and goals. Discover Needs reduces the time your wealth advisors are bogged down by duplicate data entry from paper forms and redundant applications. It provides immediate answers and recommendations to make better decisions.

Open Account

IBM MobileFirst for iOS Open Account enables your bank employees to open new accounts fast. Open Account improves the overall customer banking experience by reducing the time your customers must wait in line to open a new account. After initial set up, Open Account uses powerful analytics to deliver highly tailored account recommendations for your customers based upon their search history of your website. It uses an intuitive dashboard that can both provide and capture key customer information.