Mobile Meeting is designed to facilitate client meetings and serve as an alternative to traditional print and Internet delivery channels. As an application optimized for computer tablet devices, Mobile Meeting provides vital financial presentation capabilities and helps enhance communication and collaboration between advisors and their clients.
- Provides seamless connectivity to information from existing systems (SunGard or third-party products)
- Optimizes content for portability and provides interactivity
- Increased transparency and quick access to information with drill down capabilities
- Streamlined reporting and greater efficiency with more harmonized output
- Personalized, accessible and easy-to-understand reporting, delivered in a clear format designed for investors
- Detailed explanations of how and why various investments are selected
- Offers a high level of information security with tightly controlled access to sensitive customer information
- Supports a collaborative process
- Helps advisors better demonstrate their value proposition to the investor
- Simplifies complex information — not simply another delivery channel for existing reports
- Mobile access to the most up-to-date client information, helping to build advisor knowledge, confidence, and to grow the client relationship
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