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

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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.

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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?

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