Technology is changing the way people manage their finances, deal with their banks and engage with financial advisors. Over half of smartphone owners use their smartphones to access their bank accounts, and almost one third of financial advisors use tablets when engaging with clients. Mobile technology is improving banking customer engagements and empowering financial advisors when working with clients.
In addition to smartphones and tablets, new display, wearable and even printing technology are changing the way financial services are provided. Digital signage in bank branches can drive interest in new products, wearables make tracking finances quick and hands free, and multi-function printers make financial document workflows easy, quick and secure.
This infographic looks at how banks and financial advisors are embracing technology to improve customer interactions and increase sales. For a more in-depth review of the use of technology in finance, read the full eBook “Taking Stock of Mobile Solutions in Finance”