This requirement is specific to Wealth Management Industry.
Every Individual needs Investment planning to achieve their short and long-term financial goals. Financial Advisor or Relationship Manager plays a very important role which involves working with clients to help them achieve their Investment Goals, help them make right decisions relating to their Investments and offer them financial services and Products to based on their ability to take risk.
With the Technology on the move, Clients demand new ways of interacting with their financial advisors; ways that complement their own flexible, 24/7 styles of doing business. Satisfying their requirements will motivate financial institutions to look closely at how they utilize ‘next generation’ mobile technologies.
We need to design an app in Tablet and Tab based presentations offer more visual appeal. Graphics and images enable better client understanding of information. The tablet acts as a convenient ‘briefcase’ for Relationship Managers and removes the need to carry loose papers and can perform many activities on the move.
Activity of Relationship Managers include:
• Knowing his Assets under Management, Sales and Revenue across all his clients
• Tracking alerts like Client Birthdays, Investment Maturities , Meetings scheduled
• Track his Top Customers by Portfolio Value and Revenue
• Setting up meetings with new clients (prospects) and existing customers
• Track Portfolio Performance of the Clients
• Placing Orders for Buying and Selling Investment Products.
• Adding new prospects.
• Tracking open opportunities inputted in CRM software.
• Recording Interactions made with the Clients and Prospects
To meet the above requirements we are looking for a good design in 10 inches Tablet which will be developed in HTML 5. Have attached screens relating to the above activities for references. Expectations is have a good design focusing on ease of use since there are many input areas for data to be feed in by Relationship Managers . They UI should be appealing and should have high visuals and graphics.