ABSTRACT:
Mobility usage is expected to grow from being regarded as a tactical tool to a strategic weapon where advisors can evolve their role from being transaction-centric to more consultative and collaborative. This whitepaper examines the usage of wireless handheld devices within the US Retail Brokerage industry with a focus on financial advisors. Learn how brokerage firms can get increased ROI and low TCO by extending their existing applications into the mobile environment and see how a mobile device can meet users technical and functional needs. Key Topics/Learning Outcomes:
- Usage of wireless within the industry
- Mobile spending within the industry
- Barriers to adoption
- Increasing ROI and lower TCO
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