Financial professionals continue to evolve as mobile workers to enhance overall productivity. It’s become a foregone conclusion that mobility no longer remains a matter of choice, but a fundamental precept to remain competitive. Financial services firms face the challenge of optimizing mobility to cultivate improved efficiencies for their workforce. Taking a task-based assessment can clarify which mobile device is best suited for various roles. However, the accelerated industry migration toward client-centric, solutions-based operating models has rapidly diversified roles while expanding workloads for financial advisors, managers and agents.

Having to choose between power and portability has been a quandary for financial professionals. Those that begrudgingly choose both face the challenge of carrying, charging and syncing multiple connected devices. These industry professionals might benefit from a hybrid 2-in-1 device like the Galaxy Book 12, which combines the productivity of a laptop with the mobility of a tablet. No matter which device is the best fit, prudent FSI organizations that identify and procure the right tools can help their mobile workers mitigate process chokepoints and simplify these processes while achieving higher levels of customer service and more productive customer engagement.

View the infographic to learn how your FSI organization can improve on-the-go efficiency by choosing the right device.

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Jea Yu

Jea Yu is a co-founder of, an online trader education site that has served over 10,000 traders, fund managers and investors worldwide since 1998 and was voted Forbes Best of the Web for four consecutive years in the active trader category. He has published best-sellers through McGraw-Hill, John Wiley and Bloomberg Press and has been interviewed in popular periodicals including the Wall Street Journal, Stocks & Commodities, the Financial Times, Active Trader Magazine, Traders Magazine and USA Today. Follow him on Twitter: @jeayu21

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