Wealth Forum Tv

Mobile app is the only way forward for IFAsArvind K V, Bangalore

Share this Video :
More From :platform point
Key Take-Aways
  • Clients usage of mobile is high and a mobile app allows clients to check all their information in one place. As information is freely flowing, this increases transparency, recall and trust.

  • With the platform, MIS and reporting becomes easier and this gives advisors time to meet clients and engage with them. When transactions become huge, adopting a platform makes sense.

  • Onboarding of clients also becomes easier and it is easier for advisors to know which part of client engagement they need to focus on.

  • Advisors also need to be prepared to engage with clients questions as they can access their information through the app at any time.

Share your comments
(Type INV if you are an investor)
gKCviL
Comments Posted
Self ARN NO :38648 Ariyalur, 08 Sep 2018

I am partly using MFUtilities. First,Payeezz has to be registered Physically. For KYC and CAN Registration, I am doing Physical mode only. How to do them through mobile app?. There is no provision for Distributor to view / to take a Print out of Clients statements. Will MFU improve its online / Mobile App Platform for Distributors?....

Ricky Gupta ARN NO :FinRise Investment Services Ludhiana, 07 Sep 2018

Which is the best platform to subscribe to?

Copyright 2017   All Rights Reserved.Wealth Forum Ezine