Professional Investment Advisors are looking to mobile apps as a way to deepen connections with clients. They are also employing them to showcase their brands, with current clients, as well as prospects.

In a recent article in RIA Biz magazine (a publication for registered financial advisors), Bill Hayes, principal of Charles Carroll Financial Partners, described the ViziApps-built iPad application he uses to work more efficiently. Now, instead of carrying around lots of paper, Hayes uses the app to access the various types of documents that his clients need to complete or review and approve when he meets with them.

“I travel quite a bit to meet with clients, and it was getting more difficult to get the necessary information and this makes it much easier,” Hayes told the magazine. “This allows me to show prospects all of the necessary documents that will need to be filled out if they become my client.”

The app Hayes uses was created with ViziApps 2.0, which features powerful data management capabilities for accessing and managing information stored in Google Docs spreadsheets for use in both native mobile and web apps. ViziApps also supports accessing and managing information stored in SQL. ViziApps 2.0 is now available for download in Apple’s App Store and Google Play (formerly Android Market). Источник: https://kinosalo.org .