Time is money, as they say. That’s especially true in the hyper-competitive financial services industry, where employees must be not only highly knowledgeable, but also highly nimble.
Whether they’re helping clients in a branch, managing complex portfolios remotely, or conducting business on the go, financial services professionals depend on immediate access to critical applications and data for productivity and collaboration. That makes sense, as finance is one of the sectors that reported the highest share of hybrid or remote workers in a recent study.
Unfortunately, many of these professionals still rely on traditional desktops to complete transactions, access specialized software and adhere to stringent industry compliance requirements around secure data handling. The result? A lack of flexibility and efficiency that interrupts client interactions, hinders essential workflows and impacts overall productivity.
Transforming the day-to-day for financial services teams
What if you could meet customers anywhere, anytime, and still deliver a full desktop experience—all with a smartphone or tablet? Secure mobile-to-desktop solutions let financial services professionals connect their devices to a monitor for a complete workstation set-up. They can access client portfolios, run financial planning tools, and share reports on a larger screen just as they would in their office.
The technology is a gamechanger for key financial services roles, including:
Branch employees: With a desktop experience built into their mobile devices, branch employees can assist customers anywhere, maintaining full control over the information that’s shared and allowing the customer to engage and interact. For example, by docking their device to a display in a consultation area, employees can seamlessly conduct account reviews, process loan applications or demonstrate digital banking features. This fosters a more personalized and efficient client interaction, reducing wait times and improving service delivery.
Financial advisors: When meeting clients off-site, advisors often need to run multiple applications side-by-side, from sophisticated CRM systems and secure trading platforms, to detailed analytics tools and presentation software. With DeX, Samsung’s mobile desktop solution, they can simply connect their device to a portable monitor or a client’s display, instantly transforming it into a full desktop workstation. This functionality facilitates seamless multi-tasking, comprehensive, data-driven discussions and immediate transaction processing, enhancing client trust.
Hybrid workers: Moving between home and office can slow down productivity. With DeX, a hybrid worker can utilize their mobile device as their primary hub, docking it to a monitor, keyboard, and mouse for a full workstation at home. When commuting, they carry their entire desktop environment in their pocket, ready to connect to a display at the office. This ensures continuous access to all applications and files, eliminating setup delays and maximizing productivity across diverse work settings.
Security as the foundation of flexibility
Securing data is a critical concern in financial services. The right mobile desktop solution will integrate seamlessly with defense grade security features ensuring that all sensitive data is protected—that’s why DeX is built on the multi-layered Samsung Knox security platform.
The combination of flexibility, efficiency and security means that employees can operate at speed, with confidence. The result? Productivity is immediately enhanced through streamlined workflows, immediate access to critical tools, and the ability to work from any location. This, in turn, fosters a more engaged and satisfied workforce by reducing operational friction and allowing employees to perform their roles more effectively.
In an industry where trust, efficiency, and adaptability are paramount, equipping financial services professionals with cutting-edge tools isn’t an option—it’s an imperative. Giving workers the full desktop experience in a mobile, secure and highly adaptable environment sets them up to achieve peak performance, anytime and anywhere.
Discover how Samsung DeX can transform your financial institution’s workforce, delivering desktop power and enterprise-grade security. Learn how Samsung solutions for the financial services industry can boost productivity.
