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RIAs
Mobile Access for Advisors on the Go
Complexity
Medium
Timeline
6-10 weeks
Outcomes
4+
Challenge
RIA field advisors lacking mobile access to client data, requiring office visits or laptop access for basic information during client meetings.
Solution
Deploy Salesforce Mobile App with offline capabilities, client dashboards, meeting notes, activity logging, and secure document access.
Key Outcomes
- Complete mobile data access
- Offline functionality for field meetings
- Real-time meeting notes and follow-ups
- Enhanced advisor productivity
Tags
mobileproductivityriassalesforce-mobilefield-access
Implementation Timeline
6-10 weeks
Medium Complexity