Financial Services: Investments
When markets shift, how will you know? Will you be in a position to advise and execute on timely decisions for your clients?
Challenge for Investment Firms
Market information and financial transactions continue to be commoditized. Providing timely, credible perspective and expertise is where value is realized for today's financial services firm. Investment institutions understand that trust and value in client relationships is dependent on deep market insight, risk management expertise, and offerings tailored to clients' situations and preferences. The key is accessing real-time financial information in today's fast-moving environment.
Improved Productivity with Wireless Solutions
Wireless data solutions from AT&T provide investment professionals with the ability to stay informed, collaborate on solutions, and execute on decisions. With wireless solutions powered by AT&T and Pyxis Mobile for connecting with clients, colleagues, and enterprise applications, investment professionals are positioned to provide actionable perspective and the means to deliver client and portfolio information where and when needed.
Benefits for Personal Financial Advisors
- Improved productivity with integrated access to wireless email, CRM, portfolio management, and order management systems for managing your book of business
- Increased customer satisfaction due to client-dashboard-driven insight on past decisions, current position value, and desired portfolio mix anytime
- Improved sales due to reduced administrative overhead, increased time with clients, and support from an informed management team
Benefits for Portfolio Managers
- Manage portfolios on the road with intuitive dashboards and controls, integrated with real time market data, CRM, portfolio management, compliance, and order management systems
- Reduce trade execution errors and improve productivity by executing orders, tracking trades, and responding to compliance warnings on a wireless device
- Increase assets under management by increasing time with clients and prospective investment targets
Benefits for Investment Bankers
- Improve the firm's ability to respond to breaking news that impacts clients from anywhere
- Improve productivity with real time market data, access to internal research, and improved collaboration on pitch books and due diligence
- Improve productivity with a common address book/CRM with up-to-date deal status, and due diligence insight
How can wireless data solutions improve client relationships and ROI for your organization? Ask an AT&T business expert.
