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Anita Bunk
Head of Communications

Investment Advisory on the iPad Comprehensive and Mobile

- Bosch Software Innovations presents its Prototype

09/22/2011 -

Bosch Software Innovations has developed a prototype for mobile investment advisory services on the iPad platform. This mobile consulting solution – the Touch Investment Advisory – means that relationship managers can now offer their clients a structured, systematic, and interactive consulting experience, regardless of where they are.

“Studies have shown that the quality of consulting services is under constant scrutiny. Advice that is tailored to the individual client is critically important. Our Touch Investment Advisory supports bankers who want to provide their clients with the best possible investment advice,” explained Klaus Hüftle, head of sales at Bosch Software Innovations. Whether at the bank or on the road, relationship managers can always have the information they need at their fingertips.

The iPads are completely integrated into the enterprise’s existing infrastructure. So client data is entered on the move and administered centrally. Security is designed in such a way that, among other safeguards, data is captured locally offline on the iPad and encrypted for online use over communications channels. Moreover, user profiles require authentication and authorization to ensure that sensitive client data is protected.

The entire investment advisory process can be visualized on the iPad. Clients are guided first through the process of creating a profile and evaluating their risk tolerance. Based on investment goals, experience, and affinity for risk, suggested investment strategies are then created. The effects of strategy adjustments can be simulated as well.

Classic CRM functionalities, such as contact management and calendar, should be available for use on the iPad by the end of the year.