Today's customers want information at a moment's notice, and they are increasingly turning to their mobile devices to satisfy their needs. Recognizing this fact, a global banking group sought to improve its customer experience, and asked Accenture to help introduce a new mobility solution to its sales force. With its deep wealth management and technology experience, Accenture developed a demo iPad application which would enable the bank to reach potential customers in the comfort of their own homes.
Not only has the application provided financial advisors with many functionalities, including a single view of the customer, reporting capabilities and "what if" scenarios, it has also enabled customers to review their portfolios and keep in touch with their advisors while on the go. The innovative mobility solution has already resulted in a more flexible and efficient advisory experience.