Why Tablets Like the iPad Matter to Financial Services eBusiness Executives

Tablets enable financial services eBusiness executives to develop services that are fast, rich, collaborative, portable, and cool. Because of these unique characteristics, we expect tablets to have a limited impact on self-service interactions but transform some face-to-face interactions between clients and advisors.

 

“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.”

 

by Alexander Hesse

 

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