The iPad has provided welcome relief from lugging around heavy laptops and briefcases, especially when presenting to clients. Here are some of the most useful apps for keeping up with your clients' demands for information and service
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains that business people check their mobile phones, on average, every 10 minutes. The fear of being out of mobile phone contact is so pervasive it has even acquired a name: nomophobia. Ruta explains how to maintain a healthy focus in the chaos of hyperconnectivity.
A new white paper calls on business to do a better job of protecting privacy in a “bring your own device world”
Advisors and consumers benefit from speedier processing, flexible meeting options
Virtual personal assistants such as Apple's Siri and a bevy of others available for most smartphone platforms are useful, but they are not yet able to connect to other online services and carry out complex tasks on their own
Investment Track goes mobile
As clients increasingly adopt mobile technology, they’re expecting insurers to do the same
Scribbling on a notepad during meetings can be a chore and a distraction. New technology - such as smartpens and tablet apps - not only can improve your note-taking strategies but also help you record and manage what you've written
Canadians want more mobile banking options
Using cloud computing to store and access your documents has many benefits