BiSSS Mobile Financial Advisor

The virtual briefcase that drives high-volume sales.

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In the past, wealth advisors in financial services had to carry a heavy traditional briefcase and laptop to client meetings, where they provided investment recommendations, market briefings, and product sales. This style of service has several drawbacks:

  • The advisor can only physically carry so many product catalogs and market research reports, so service quality can drop when clients raise spontaneous investment questions.

  • If the printed materials the advisor carries are outdated or contain errors, that can cause disputes with the client later and may also lead the advisor to misunderstand or misjudge a product or the market.

  • Headquarters has to print large volumes of updated materials, which is not environmentally friendly.

  • Headquarters can't see same-day advisor activity and sales, so there's no way to track sales afterward or help advisors get past sales bottlenecks.

The "SoftBI Mobile Financial Advisor" app completely solves these practical problems

We virtualize the traditional briefcase as an app running on iPad.
Every product catalog and market research report previously carried as paper can now be downloaded from the bank's wealth management system as electronic files and stored inside the app,
so the advisor only needs to bring a thin iPad to client meetings and close sales with ease.
Selling with electronic documents is environmentally friendly and naturally aligned with ESG principles.

The "SoftBI Mobile Financial Advisor" also delivers these powerful capabilities

Pre-Trade Order Module
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Latest financial product catalogs and market research reports
Built-in product analysis modules for:
mutual funds/ETFs, equities, and bonds
Latest client holdings and P&L
Client investment proposals and reports
Headquarter model portfolios as investment recommendations
Professional wealth management training material as a self-study resource for advisors
Marketing talking points for each product, plus the latest on-shelf product list
The advisor's calendar for today through the next few weeks
Optimal Visit Routes

Automatically computes the best route for today's client visits, and adapts on the fly when additional clients are added.

Feedback Capture

Captures client feedback on recommended products and pushes it back to headquarters' SoftBI wealth management system in real time, supporting big-data analysis of client feedback.

Pre-Scheduling

Pre-schedules the time and purpose of the next client contact, giving headquarters real-time visibility into advisor-client interactions.

Featured Capability: Pre-Trade Order Module

A distinctive capability that drives high transaction volume for financial institutions

With this capability, an advisor can help a client adjust their product holdings (rebalance), and the resulting adjustments become a pre-trade order. The client then logs into online banking or mobile banking, confirms the contents of the pre-trade order, and the trade is placed.

This kind of service lets advisors fully demonstrate their investment expertise — they prepare a customized rebalancing pre-trade order — while saving clients time on the tedious work that rebalancing usually involves (selecting products, entering subscription or redemption fields, and so on).

Wherever the client happens to be, advisors can use this capability 24/365 to adjust holdings in line with the latest headquarter recommendations and market conditions, keeping the client's holdings in optimal shape at all times.

Who Uses the System

Wealth advisors at banks and brokerages