In September, the company released the third iteration of its smartphone app. This allows advisors to make mobile check deposits by taking pictures of checks to put in their brokerage accounts with Fidelity, and saves both time and postage. The new app also offers more tiles to present key information at a glance, as well as touch screen navigation.

AIG
Over the past year, the AIG Advisor Group has worked to make better use of the data it already has. The company has invested heavily in data analytics to uncover opportunities and deliver useful, actionable information to its advisors. “Our goal with technology is to keep advisors focused on helping their clients,” says James Clabby, chief information officer of the AIG Advisor Group. The less time advisors spend dealing with administration and technology, the more time they can spend helping their clients.

Clabby says better data analytics can help advisors in multiple ways. For example, it can help advisors segment their client base effectively. That way, they can more effectively match their services to client needs and increase profitability.

As the industry moves to a fiduciary standard, Clabby says that data analytics can help advisors better serve their clients by helping broaden out asset allocations where advisable to reduce risk.

At a management level, data analytics can help identify advisors who are poised to take their practice to the next level, so that managers can provide the necessary resources to support that growth.

For 2014 and 2015, Clabby says that the company is designing software from a “mobile first” perspective. Everything it releases going forward will be ready to work on tablets and phones. He believes we are moving to a mobile workforce that demands anytime/anywhere access to data.

Before year’s end, the firm will be rolling out the mobile version of Salesforce to advisors and adding Salesforce work flows for advisors. In 2015, the firm will be rolling out straight-through digital processing, including e-signature capabilities.

In Summary
All four of these broker-dealers continue to devote significant resources to their technology. As a result, advisors and their clients are benefiting in multiple ways—getting better, more actionable data; tighter integrations; a better user experience; improved work flows; and improved client reporting.
 

First « 1 2 3 4 » Next