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The following videos give you a feeling for the outstanding user and customer experience enabled by the Finantix Apps for iPad
Event Description
iPad apps for wealth: MEDIA PORTAL video Good communication with customers can improve customer experience and increase sales. The Media Portal app allows financial advisors and branch employees to hav...
iPad apps for wealth: CLIENT MANAGEMENT video This app allows relationship managers and private bankers to monitor their client base and collaboratively review portfolio with their clients.
iPad apps for wealth: FINANCIAL PLANNING video This iPad app allows financial advisers to take clients through a financial planning journey that is fast, intuitive, engaging and fun.