Private Banking Tablet Application

Having the ability to work across multiple devices and deliver omni-channel digital content to sales channels for clients, RM Tablet Application delivers numerous features to financial advisors including a single view of the client, reporting capabilities and what-if scenarios. It also enables advisors to review their calls and appointments, prospects, top opportunities, assets under management (AUM) and revenue. 

Using the Private Banking Tablet App, Relationship Managers and advisors can easily utilize functions such as financial planning, client account data and product research from their tablets. This makes it possible to create cross-sell opportunities and drive additional revenue. They can add trades and service requests while away from the office, driving improved responsiveness and higher productivity. 

Enhance your mobile capabilities, portfolio views with sophisticated Private Banking Tablet App and greatly improve your clients’ experience.