by Alexander Hesse
"Thanks to their portability and rich collaboration capabilities, we expect that tablets will have a big impact on how financial advisors sell to and service customers face to face. We believe channel strategy executives should build tablet apps, either in-house or from firms like Finantix, to help advisors like private bankers, wealth managers, mortgage advisors, and insurance agents deliver advice more flexibly, effectively, and efficiently."
The Financial Planning Vendor Landscape 2011, Celent examines the market for financial planning solutions in North America and profiles and benchmarks the offerings of the top vendors.
Tablet computing is on an obvious growth trajectory, but is this trend something banks should be acting upon, and if so – how? Said another way, led buy Apple’s iPad, will tablets change banking?
]]>The report evaluated Finantix as the best advisory solution for the European and Asian market..
by Jost Hoppermann with Mike Gilpin, Sander Rose
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