Challenge
Field advisors lacking mobile access to client data, requiring office visits for basic client information during meetings.
Solution
Developed Salesforce mobile app with offline capabilities, client dashboards, activity logging, and secure document access.
Key Outcomes
- 100% mobile data access
- Offline functionality
- 64% increase in client meeting productivity
- 91% advisor satisfaction
Tags
MobileWealth ManagementUser ExperienceProductivity
Implementation Timeline
8-12 weeks
High Complexity