Good Investment Advice—2 in 1
People work hard for their money. When investing it, there is excitement in making it work and earn more, but there is also concern in losing it. For the wealth management professional working face-to-face with customers, keeping the possibilities focused on the positive is imperative. Any barrier, like the lid of a laptop, between counselor and client can create an impression of distance, maybe even distrust.
Investment professionals need to easily present clear, visual answers that show the opportunities and options to investors—whether in a conference room, in the office, or at the client’s home. The technology should aid in building the relationship and trust when working with customers and be productive when working alone. For IT and the company’s business managers, these benefits should not raise costs or increase risk to the company.
Read the full Good Investment Advice—2 in 1 Solution Brief.