The Power of Tablet Technology for Financial Advisors 

In The News

The introduction of the iPad has forever changed software users’ perspectives as to what they consider acceptable software; and most have no real awareness that these devices have so dramatically impacted their perspectives. The iPad and the tablet marketplace have had the greatest impact on software evolution compared to any other offering since Windows versions 3.1 and 95.

These tablet devices, which are readily available at our fingertips, multiple to the household and most importantly incredibly easy to adapt to when paired with the right software applications, fit perfectly into the insurance-focused sales environment. This is especially true when the technology leverages and builds upon existing knowledge of a forms-focused sales experience. By providing advisors and sales force with flexible, device agnostic and in-good-order data capture with direct on tablet screen e-signature capabilities, you provide an invaluable sales tool and process. Read more…

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